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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2226
ADE LLC
Maryland
$470K – – –
MA
2227
Mezzasalma Advisors
New Jersey
$467K -$9.81K -20 -2%
SIAG
2228
Safeguard Investment Advisory Group
California
$467K -$681K -1,388 -60%
RTC
2229
Riverview Trust Company
Washington
$466K – – –
HAIM
2230
Hunter Associates Investment Management
Pennsylvania
$465K – – –
WPC
2231
White Pine Capital
Minnesota
$464K – – –
LOPW
2232
Live Oak Private Wealth
North Carolina
$464K +$7.85K +16 +2%
HCM
2233
Harvey Capital Management
Florida
$462K – – –
KA
2234
KLCM Advisors
Wisconsin
$462K +$38.3K +78 +9%
AIFAIM
2235
American Institute for Advanced Investment Management
Arizona
$462K -$85.8K -175 -16%
AP
2236
Arlington Partners
Alabama
$461K +$260K +530 +133%
SAM
2237
SignalPoint Asset Management
Missouri
$461K -$19.6K -40 -4%
PCI
2238
Planning Center Inc
Illinois
$461K – – –
EL
2239
EWA LLC
Pennsylvania
$456K +$443K +904 New
MMM
2240
Mendel Money Management
Illinois
$456K +$28.9K +59 +7%
CWA
2241
Clarus Wealth Advisors
Arizona
$455K -$2.94K -6 -0.6%
MC
2242
Machina Capital
France
$455K +$449K +916 New
WE
2243
Wealth Effects
Massachusetts
$455K -$62.8K -128 -12%
BWG
2244
Beta Wealth Group
California
$454K +$43.2K +88 +11%
WCM
2245
Wedge Capital Management
North Carolina
$453K +$37.8K +77 +9%
PL
2246
Perpetual Ltd
Australia
$453K +$447K +912 New
SL
2247
Salomon & Ludwin
Virginia
$453K – – –
RBFC
2248
Roman Butler Fullerton & Co
Missouri
$452K +$108K +220 +32%
FWP
2249
Falcon Wealth Planning
California
$451K – – –
EAM
2250
Evanson Asset Management
California
$448K +$6.87K +14 +2%
88 89
90
91 92