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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
2176
Udine Wealth Management
Florida
$454K +$410K +800 New
TI
2177
Truepoint Inc
Ohio
$453K +$37.4K +73 +10%
OPA
2178
Old Port Advisors
Maine
$451K +$60.4K +118 +17%
PCFFS
2179
Pacific Center for Financial Services
California
$445K +$512 +1 +0.1%
PCS
2180
Personal CFO Solutions
New Jersey
$444K -$8.71K -17 -2%
VC
2181
Veracity Capital
Georgia
$442K +$17.9K +35 +5%
CIM
2182
Confluence Investment Management
Missouri
$440K -$6.66K -13 -2%
PAM
2183
Palisade Asset Management
Minnesota
$440K +$4.61K +9 +1%
BFA
2184
Bill Few Associates
Pennsylvania
$440K +$397K +775 New
CFD
2185
Creative Financial Designs
Indiana
$439K -$109K -212 -22%
PSP
2186
Principal Street Partners
Tennessee
$437K +$50.2K +98 +15%
GF
2187
Gries Financial
Ohio
$434K -$33.3K -65 -8%
CWC
2188
Carolinas Wealth Consulting
North Carolina
$434K +$25.1K +49 +7%
TWA
2189
Tillar-Wenstrup Advisors
Ohio
$434K +$392K +765 New
GL
2190
Graypoint LLC
New York
$432K +$62K +121 +19%
EE
2191
EWG Elevate
California
$431K +$1.02K +2 +0.3%
WBCM
2192
Wilson & Boucher Capital Management
California
$431K +$389K +759 New
WB
2193
West Bancorporation
Iowa
$431K +$389K +760 New
LA
2194
LexAurum Advisors
Kansas
$429K +$27.7K +54 +8%
WE
2195
Wealth Effects
Massachusetts
$429K +$387K +756 New
WKSWA
2196
White Knight Strategic Wealth Advisors
New Jersey
$428K +$386K +754 New
FDS
2197
Freedom Day Solutions
Texas
$427K +$385K +752 New
ACM
2198
AUA Capital Management
Pennsylvania
$426K – – –
SNB
2199
Security National Bank
Nebraska
$426K – – –
FCCM
2200
First City Capital Management
Georgia
$425K – – –
86 87
88
89 90