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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2226
Buttonwood Financial Advisors
Maryland
$533K +$501K +990 New
RFM
2227
Royal Fund Management
Florida
$533K -$68.8K -136 -12%
LOPW
2228
Live Oak Private Wealth
North Carolina
$533K +$28.8K +57 +6%
FWMM
2229
Foundation Wealth Management (Missouri)
Missouri
$532K – – –
MAM
2230
McLean Asset Management
Virginia
$531K -$9.11K -18 -2%
MAA
2231
Mraz Amerine & Associates
California
$531K -$13.7K -27 -3%
BMWM
2232
Brown Miller Wealth Management
Virginia
$531K -$506 -1 -0.1%
ZF
2233
Zhang Financial
Michigan
$528K +$11.6K +23 +2%
EL
2234
Essex LLC
Illinois
$527K -$47.1K -93 -9%
MCM
2235
McRae Capital Management
New Jersey
$527K – – –
WSC
2236
Wellington Shields & Co
New York
$525K +$37.9K +75 +8%
RTC
2237
Riverview Trust Company
Washington
$522K +$16.2K +32 +3%
GAM
2238
Gemmer Asset Management
California
$522K +$105K +207 +27%
PSP
2239
Principal Street Partners
Tennessee
$521K +$10.6K +21 +2%
ACP
2240
Aveo Capital Partners
Colorado
$521K +$45K +89 +10%
GSIAS
2241
Garden State Investment Advisory Services
New Jersey
$521K +$200K +396 +69%
IWN
2242
Independent Wealth Network
Iowa
$521K -$2.02K -4 -0.4%
WMA
2243
Wealth Management Associates
New Jersey
$518K -$21.8K -43 -4%
CWA
2244
Clarus Wealth Advisors
Arizona
$515K +$21.8K +43 +5%
PCS
2245
Personal CFO Solutions
New Jersey
$514K +$4.55K +9 +1%
PCM
2246
Prelude Capital Management
New York
$514K +$483K +954 New
FM
2247
Family Management
New York
$513K +$482K +952 New
PPC
2248
Park Place Capital
Alabama
$512K -$36.9K -73 -7%
RLIM
2249
Red Lighthouse Investment Management
New York
$512K – – –
KCM
2250
KRS Capital Management
Michigan
$511K -$12.7K -25 -3%
88 89
90
91 92