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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
2226
Bond & Devick Financial Network
Minnesota
$584K -$19.3K -35 -3%
AWM
2227
Accurate Wealth Management
Florida
$581K +$204K +369 +57%
AWM
2228
Affinity Wealth Management
Delaware
$580K +$1.66K +3 +0.3%
BAM
2229
Bosun Asset Management
Illinois
$579K -$45.8K -83 -7%
AWA
2230
AmeriServ Wealth Advisors
Pennsylvania
$579K +$110K +199 +24%
SHWM
2231
Smith & Howard Wealth Management
Georgia
$579K -$16K -29 -3%
BIM
2232
Barton Investment Management
Pennsylvania
$579K – – –
LA
2233
Lifeworks Advisors
Michigan
$577K -$45.8K -83 -8%
IBOK
2234
Independence Bank of Kentucky
Kentucky
$577K +$63.5K +115 +13%
IA
2235
IFG Advisors
Missouri
$577K – – –
TFM
2236
TFC Financial Management
Massachusetts
$575K +$7.18K +13 +1%
TFA
2237
Trinity Financial Advisors
Ohio
$573K -$8.28K -15 -1%
WMA
2238
Wealth Management Associates
New Jersey
$572K +$28.2K +51 +5%
MCM
2239
Magnolia Capital Management
New York
$569K – – –
LA
2240
LVW Advisors
New York
$568K +$99.4K +180 +22%
CST
2241
Charles Schwab Trust
Nevada
$566K +$57.4K +104 +12%
EWG
2242
Executive Wealth Group
Washington
$566K – – –
MAM
2243
McLean Asset Management
Virginia
$566K +$11K +20 +2%
VFPI
2244
Vantage Financial Partners (Illinois)
Illinois
$562K -$93.8K -170 -15%
KWM
2245
Kolinsky Wealth Management
New Jersey
$561K -$25.9K -47 -5%
FFA
2246
Founders Financial Alliance
North Carolina
$560K -$39.7K -72 -7%
LOPW
2247
Live Oak Private Wealth
North Carolina
$559K – – –
PCS
2248
Personal CFO Solutions
New Jersey
$559K +$18.8K +34 +4%
GAA
2249
Global Assets Advisory
Florida
$558K -$67.9K -123 -11%
MAA
2250
Mraz Amerine & Associates
California
$557K – – –
88 89
90
91 92