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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2201
Cardiff Park Advisors
California
$1.43M – – –
LCS
2202
Levin Capital Strategies
New York
$1.43M -$414K -425 -22%
HPM
2203
Hoxton Planning & Management
West Virginia
$1.43M -$17.5K -18 -1%
ACM
2204
Avalon Capital Management
California
$1.43M – – –
OCM
2205
Orser Capital Management
Texas
$1.42M +$1.47M +1,504 New
SA
2206
Skyline Advisors
Washington
$1.42M -$45.8K -47 -3%
EL
2207
EWA LLC
Pennsylvania
$1.42M +$30.2K +31 +2%
LCM
2208
Lazari Capital Management
California
$1.42M +$639K +655 +78%
GHA
2209
GW Henssler & Associates
Georgia
$1.42M +$3.9K +4 +0.3%
SI
2210
Seeds Investor
New York
$1.42M +$12.7K +13 +0.9%
SAMC
2211
Spectrum Asset Management (California)
California
$1.41M -$540K -554 -27%
HCM
2212
Hutchinson Capital Management
California
$1.41M +$975 +1 +0.1%
FCM
2213
Fortis Capital Management
Washington
$1.41M -$4.42M -4,534 -75%
PCMU
2214
Paragon Capital Management (Utah)
Utah
$1.41M +$1.45M +1,492 New
RCM
2215
Radnor Capital Management
Pennsylvania
$1.41M +$48.7K +50 +3%
VIA
2216
Virtus Investment Advisers
Connecticut
$1.41M +$1.45M +1,491 New
ZF
2217
Zhang Financial
Michigan
$1.41M -$36.1K -37 -2%
RAG
2218
RIA Advisory Group
Iowa
$1.41M -$75.1K -77 -5%
WA
2219
Wealth Architects
California
$1.41M +$192K +197 +15%
CFGW
2220
Chancellor Financial Group WB
Pennsylvania
$1.41M -$82.9K -85 -5%
WCG
2221
Weaver Consulting Group
California
$1.41M +$53.6K +55 +4%
TIM
2222
Tortoise Investment Management
New York
$1.4M -$89.7K -92 -6%
FMWA
2223
Forvis Mazars Wealth Advisors
Missouri
$1.4M +$106K +109 +8%
VC
2224
Veracity Capital
Georgia
$1.4M -$20.5K -21 -1%
LF
2225
LifeSteps Financial
California
$1.4M +$4.88K +5 +0.3%
87 88
89
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