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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2176
Abbot Financial Management
Massachusetts
$251K -$4.4K -10 -2%
BDFN
2177
Bond & Devick Financial Network
Minnesota
$251K – – –
BCP
2178
Berkeley Capital Partners
Georgia
$251K +$246K +559 New
WA
2179
Waverly Advisors
Alabama
$250K -$12.7K -29 -6%
KCM
2180
Karp Capital Management
California
$250K – – –
UAS
2181
United Asset Strategies
New York
$250K – – –
JF
2182
Jump Financial
Illinois
$249K -$530K -1,206 -68%
RSVP
2183
Ramsay Stattman Vela & Price
Colorado
$249K -$2.2K -5 -0.9%
GIA
2184
Granite Investment Advisors
New Hampshire
$249K – – –
PI
2185
Parkside Investments
Illinois
$249K +$440 +1 +0.2%
LA
2186
LVW Advisors
New York
$248K -$18.9K -43 -7%
PI
2187
Pachira Investments
California
$248K +$14.1K +32 +6%
AC
2188
Avenir Corporation
Virginia
$247K – – –
NERM
2189
New England Research & Management
Illinois
$247K – – –
FBC
2190
Fairfield, Bush & Co
Connecticut
$247K +$241K +549 New
FCIM
2191
Fairview Capital Investment Management
California
$246K -$44K -100 -15%
SPP
2192
Single Point Partners
Massachusetts
$244K -$50.6K -115 -18%
LF
2193
Lee Financial
Texas
$244K -$48.8K -111 -17%
JFA
2194
JNBA Financial Advisors
Minnesota
$244K – – –
TTWM
2195
TCV Trust & Wealth Management
Virginia
$243K – – –
DWA
2196
Delos Wealth Advisors
Texas
$242K +$227K +517 +2,350%
B
2197
Bridgeworth
Alabama
$241K +$236K +536 New
SIM
2198
Studio Investment Management
Illinois
$241K +$236K +536 New
MFS
2199
Mirabella Financial Services
United Kingdom
$240K -$18.4M -41,842 -99%
WAS
2200
Wealth Advisory Solutions
Indiana
$240K +$4.4K +10 +2%
86 87
88
89 90