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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2101
Abacus FCF Advisors
Florida
$528K -$326K -667 -37%
GFG
2102
GR Financial Group
Arizona
$526K +$563K +1,152 New
GM
2103
GeoWealth Management
Illinois
$525K -$395K -809 -41%
HBW
2104
Hazlett, Burt & Watson
West Virginia
$525K +$102K +208 +22%
IFS
2105
Intelligent Financial Strategies
Minnesota
$525K +$132K +271 +31%
AIP
2106
Ahrens Investment Partners
Louisiana
$524K +$53.3K +109 +11%
BWA
2107
Bordeaux Wealth Advisors
California
$523K +$5.86K +12 +1%
HWM
2108
Hemington Wealth Management
Virginia
$522K +$15.6K +32 +3%
MAM
2109
Magellan Asset Management
Australia
$522K +$277K +567 +98%
SSW
2110
Smith Shellnut Wilson
Mississippi
$521K – – –
SAM
2111
Summit Asset Management
Tennessee
$519K – – –
MM
2112
MQS Management
New York
$519K -$71.8K -147 -11%
FCA
2113
Fortis Capital Advisors
Kansas
$519K +$555K +1,136 New
HWM
2114
Heirloom Wealth Management
Colorado
$518K +$555K +1,135 New
HCP
2115
Holt Capital Partners
Texas
$517K +$256K +524 +86%
WPC
2116
Waters Parkerson & Co
Louisiana
$517K – – –
MWM
2117
Mascoma Wealth Management
New Hampshire
$516K -$9.29K -19 -2%
MW
2118
MBL Wealth
North Carolina
$516K -$21.5K -44 -4%
KP
2119
Keel Point
Alabama
$514K +$29.3K +60 +6%
GA
2120
Greenspring Advisors
Maryland
$513K – – –
CWM
2121
Cahaba Wealth Management
Georgia
$513K +$23.9K +49 +5%
EHAM
2122
Eagle Harbor Asset Management
Washington
$512K -$323K -662 -37%
BIG
2123
Builder Investment Group
Georgia
$511K +$547K +1,120 New
MWM
2124
Moulton Wealth Management
Washington
$510K +$489 +1 +0.1%
EA
2125
Echo45 Advisors
California
$510K +$6.35K +13 +1%
83 84
85
86 87