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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2151
Pettinga Financial Advisors
Indiana
$482K -$89.1K -174 -17%
PI
2152
PineBridge Investments
New York
$482K -$13.8K -27 -3%
SC
2153
Sawyer & Company
Massachusetts
$477K – – –
WA
2154
Wealth Architects
California
$475K -$22K -43 -5%
SB
2155
Sunflower Bank
Texas
$471K -$12.8K -25 -3%
LFA
2156
Legacy Financial Advisors
Kentucky
$471K +$36.4K +71 +9%
VW
2157
Vance Wealth
California
$471K +$425K +830 New
VCM
2158
Vigilant Capital Management
Maine
$468K -$14.9K -29 -3%
AIM
2159
Allen Investment Management
New York
$468K – – –
BA
2160
Ballast Advisors
Minnesota
$466K – – –
VC
2161
Veery Capital
Delaware
$465K -$12.3K -24 -3%
PMG
2162
Private Management Group
California
$463K – – –
CWM
2163
CCG Wealth Management
California
$463K +$512 +1 +0.1%
ANB
2164
Amarillo National Bank
Texas
$462K +$120K +235 +41%
CBA
2165
Coastal Bridge Advisors
Connecticut
$461K – – –
LSWM
2166
Lorne Steinberg Wealth Management
Canada
$461K +$24.1K +47 +6%
SIAG
2167
Safeguard Investment Advisory Group
California
$460K -$133K -259 -24%
PWW
2168
Pettyjohn Wood & White
Virginia
$458K -$23K -45 -5%
WPC
2169
White Pine Capital
Minnesota
$457K -$38.4K -75 -9%
GWA
2170
GGM Wealth Advisors
Maryland
$457K +$15.4K +30 +4%
HC
2171
Henshaw Capital
Massachusetts
$457K – – –
JSW
2172
Journey Strategic Wealth
New Jersey
$456K +$412K +804 New
FFG
2173
Ford Financial Group
California
$455K -$11.8K -23 -3%
FAM
2174
Formidable Asset Management
Ohio
$455K -$3.07K -6 -0.7%
WWP
2175
Waypoint Wealth Partners
California
$455K +$42K +82 +11%
85 86
87
88 89