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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2176
Rollins Financial Advisors
New York
$850K +$763K +1,287 New
TCM
2177
Tributary Capital Management
Nebraska
$848K -$8.89K -15 -1%
NIM
2178
Nexus Investment Management
Ontario, Canada
$848K -$88.9K -150 -10%
GC
2179
Guidance Capital
Kentucky
$847K +$26.1K +44 +3%
ACM
2180
Arlington Capital Management
Illinois
$846K +$759K +1,281 New
KP
2181
Keel Point
Alabama
$845K +$10.7K +18 +1%
NF
2182
Nvest Financial
New Hampshire
$843K +$181K +305 +31%
WWC
2183
Waypoint Wealth Counsel
Georgia
$841K -$43.9K -74 -5%
PEA
2184
Park Edge Advisors
Ohio
$840K +$233K +393 +45%
SG
2185
Sharper & Granite
California
$840K +$51.6K +87 +7%
FCG
2186
Fielder Capital Group
Tennessee
$839K +$754K +1,272 New
SFG
2187
Synergy Financial Group
California
$839K +$1.78K +3 +0.2%
SAF
2188
Smith Anglin Financial
Texas
$837K +$8.3K +14 +1%
WPA
2189
West Paces Advisors
Georgia
$833K +$11.3K +19 +2%
CST
2190
Charles Schwab Trust
Nevada
$832K +$154K +259 +26%
CBA
2191
Coastal Bridge Advisors
Connecticut
$830K +$1.78K +3 +0.2%
SFA
2192
Souders Financial Advisors
Ohio
$830K +$14.8K +25 +2%
CCG
2193
Ceeto Capital Group
Florida
$828K – – –
OPPS
2194
Obsidian Personal Planning Solutions
Maryland
$827K -$9.48K -16 -1%
AIA
2195
Alera Investment Advisors
Illinois
$826K -$286K -483 -28%
NFG
2196
Northeast Financial Group
Pennsylvania
$825K -$523K -882 -41%
TIM
2197
Tevis Investment Management
Texas
$824K -$87.7K -148 -11%
AC
2198
Addison Capital
Pennsylvania
$824K – – –
CIP
2199
Convergence Investment Partners
Florida
$822K +$180K +303 +32%
TWP
2200
Tempus Wealth Planning
California
$822K -$19K -32 -3%
86 87
88
89 90