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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2151
TMD Wealth Management
Arizona
$228K – – –
IFO
2152
Independent Family Office
New York
$226K – – –
GL
2153
Graypoint LLC
New York
$226K +$216K +571 New
1CP
2154
17 Capital Partners
Arizona
$226K +$216K +572 New
MCP
2155
Mirador Capital Partners
California
$225K -$423K -1,118 -66%
AFM
2156
Abbot Financial Management
Massachusetts
$225K -$2.27K -6 -1%
EIA
2157
Edgemoor Investment Advisors
Maryland
$224K +$214K +565 New
BFA
2158
Brendel Financial Advisors
New Hampshire
$224K +$214K +566 New
LWM
2159
Liberty Wealth Management
California
$223K +$20.4K +54 +11%
RSVP
2160
Ramsay Stattman Vela & Price
Colorado
$222K +$212K +560 New
AF
2161
Aldebaran Financial
$222K +$212K +561 New
UAS
2162
United Asset Strategies
New York
$221K -$30.3K -80 -13%
BDFN
2163
Bond & Devick Financial Network
Minnesota
$221K -$26.5K -70 -11%
CPC
2164
Cookson Peirce & Co
Pennsylvania
$220K -$24.6K -65 -10%
DA
2165
DSC Advisors
Illinois
$220K -$6.81K -18 -3%
GIA
2166
Granite Investment Advisors
New Hampshire
$220K +$210K +555 New
KPWG
2167
KFA Private Wealth Group
Virginia
$220K +$210K +555 New
KCM
2168
Karp Capital Management
California
$220K +$210K +556 New
MGWM
2169
Marks Group Wealth Management
Minnesota
$219K -$9.83K -26 -4%
PI
2170
Parkside Investments
Illinois
$219K +$209K +554 New
PSP
2171
Principal Street Partners
Tennessee
$218K -$49.2K -130 -19%
AC
2172
Avenir Corporation
Virginia
$218K +$208K +550 New
NERM
2173
New England Research & Management
Illinois
$218K +$208K +550 New
QC
2174
QCM Cayman
Texas
$218K +$208K +551 New
GCA
2175
Gradient Capital Advisors
California
$217K +$207K +548 New
85 86
87
88 89