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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2076
Montgomery Investment Management
Maryland
$596K – – –
LF
2077
LifeSteps Financial
California
$596K +$6.87K +14 +1%
TDC
2078
Thompson Davis & Co
Virginia
$596K +$83.4K +170 +17%
MAM
2079
Magellan Asset Management
Australia
$596K +$27.5K +56 +5%
PL
2080
Parthenon LLC
Kentucky
$595K – – –
PWA
2081
Phoenix Wealth Advisors
North Carolina
$595K +$8.83K +18 +2%
IIC
2082
Integrated Investment Consultants
Michigan
$593K -$104K -213 -15%
SFG
2083
StrategIQ Financial Group
Indiana
$592K – – –
OHWA
2084
Oak Hill Wealth Advisors
Virginia
$589K – – –
CWA
2085
Clearview Wealth Advisors
Oregon
$589K -$41.7K -85 -7%
HBW
2086
Hazlett, Burt & Watson
West Virginia
$588K +$18.6K +38 +3%
RF
2087
Rollins Financial
Georgia
$588K -$17.7K -36 -3%
GCP
2088
Gill Capital Partners
Colorado
$586K – – –
CFG
2089
CKW Financial Group
Hawaii
$585K – – –
AWA
2090
Amplius Wealth Advisors
Pennsylvania
$581K -$490 -1 -0.1%
HHAA
2091
Henry H. Armstrong Associates
Pennsylvania
$581K -$48.1K -98 -8%
SAM
2092
Summit Asset Management
Tennessee
$580K +$14.7K +30 +3%
BWA
2093
Bordeaux Wealth Advisors
California
$580K +$9.81K +20 +2%
NA
2094
Nottingham Advisors
New York
$579K -$28.9K -59 -5%
GA
2095
Geller Advisors
New York
$579K +$289K +589 +102%
MWM
2096
Mascoma Wealth Management
New Hampshire
$579K +$9.32K +19 +2%
TFA
2097
Teamwork Financial Advisors
Texas
$577K -$1.96K -4 -0.3%
SFA
2098
Souders Financial Advisors
Ohio
$573K -$21.1K -43 -4%
MIA
2099
Milestone Investment Advisors
Wisconsin
$573K +$565K +1,153 New
FC
2100
Financial Consulate
Maryland
$572K +$23.5K +48 +4%
82 83
84
85 86