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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2201
Wolverine Asset Management
Illinois
$1.44M +$58K +64 +4%
RF
2202
Robinswood Financial
Washington
$1.43M +$1.81K +2 +0.1%
FMWA
2203
Forvis Mazars Wealth Advisors
Missouri
$1.43M +$49.8K +55 +3%
MHC
2204
Meyer Handelman Company
New York
$1.43M – – –
OC
2205
Oarsman Capital
Wisconsin
$1.43M +$126K +139 +9%
CIS
2206
Continental Investors Services
Washington
$1.43M – – –
ZF
2207
Zhang Financial
Michigan
$1.43M +$114K +126 +8%
DA
2208
Dover Advisors
Virginia
$1.42M +$437K +482 +41%
KA
2209
KLCM Advisors
Wisconsin
$1.42M +$179K +198 +14%
PWM
2210
Prentice Wealth Management
New York
$1.42M +$46.2K +51 +3%
LSA
2211
L & S Advisors
California
$1.42M +$195K +215 +15%
MWM
2212
Maridea Wealth Management
New York
$1.42M +$240K +265 +19%
LCS
2213
Levin Capital Strategies
New York
$1.42M +$118K +130 +9%
MWM
2214
Maimon Wealth Management
Israel
$1.41M +$1.49M +1,640 New
RWPA
2215
Richard W. Paul & Associates
Michigan
$1.41M +$164K +181 +12%
NFG
2216
Northbridge Financial Group
Florida
$1.41M +$1.48M +1,638 New
SFG
2217
Shum Financial Group
California
$1.41M +$10.9K +12 +0.7%
BI
2218
Bolthouse Investments
California
$1.41M – – –
CAL
2219
Capital Advisors Ltd
Ohio
$1.41M -$14.5K -16 -1%
WAOTB
2220
Wealth Advisors of Tampa Bay
Florida
$1.4M +$34.4K +38 +2%
RS
2221
Retirement Solution
Washington
$1.4M +$205K +226 +16%
MCCA
2222
Mill Creek Capital Advisors
Pennsylvania
$1.4M -$539K -595 -27%
DWM
2223
Dogwood Wealth Management
Kansas
$1.4M -$403K -445 -22%
RMF
2224
Red Mountain Financial
Colorado
$1.4M -$17.2K -19 -1%
VV
2225
Verity & Verity
South Carolina
$1.4M +$575K +635 +64%
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89
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