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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2126
Arbor Investment Advisors
North Carolina
$1.8M – – –
MFG
2127
Magnus Financial Group
New York
$1.8M +$5.85K +6 +0.3%
TWM
2128
Trueblood Wealth Management
Ohio
$1.8M +$66.3K +68 +4%
FCM
2129
Fieldview Capital Management
Michigan
$1.8M -$4.49M -4,607 -72%
MA
2130
MKT Advisors
California
$1.8M -$386K -396 -18%
LPAM
2131
Lodestar Private Asset Management
California
$1.8M -$63.3K -65 -3%
ESB
2132
Essex Savings Bank
Connecticut
$1.79M +$1.95K +2 +0.1%
UHC
2133
Union Heritage Capital
Michigan
$1.79M – – –
PCP
2134
Panoramic Capital Partners
Oregon
$1.79M +$74.1K +76 +4%
TWM
2135
TRB Wealth Management
Texas
$1.79M +$1.75M +1,798 New
SWGC
2136
Summit Wealth Group (Colorado)
Colorado
$1.78M +$185K +190 +12%
FFO
2137
Fiduciary Family Office
Florida
$1.78M +$1.95K +2 +0.1%
EWM
2138
Evermay Wealth Management
Virginia
$1.78M +$62.4K +64 +4%
FFA
2139
Founders Financial Alliance
North Carolina
$1.78M +$100K +103 +6%
KMWM
2140
Keudell/Morrison Wealth Management
Oregon
$1.78M +$25.3K +26 +1%
RWI
2141
Red Wave Investments
Pennsylvania
$1.77M -$11.7K -12 -0.7%
ICP
2142
Impact Capital Partners
Colorado
$1.77M +$27.3K +28 +2%
PFW
2143
Petros Family Wealth
Minnesota
$1.77M -$64.3K -66 -4%
CBT
2144
Crews Bank & Trust
Florida
$1.77M +$975 +1 +0.1%
FFM
2145
Fullerton Fund Management
Singapore
$1.76M +$788K +809 +84%
PRRFG
2146
Paul R. Ried Financial Group
Washington
$1.76M +$1.95K +2 +0.1%
RP
2147
Riverbridge Partners
Minnesota
$1.76M +$1.72M +1,767 New
GFP
2148
Guardian Financial Partners
California
$1.76M +$1.95K +2 +0.1%
CWA
2149
Clarus Wealth Advisors
Arizona
$1.76M -$88.7K -91 -5%
SOAM
2150
SBI Okasan Asset Management
Japan
$1.75M +$18.5K +19 +1%
84 85
86
87 88