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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2251
LexAurum Advisors
Kansas
$364K +$2.54K +5 +0.7%
SPF
2252
Steven Patrick Farmer
$364K +$385K +759 New
CWM
2253
C2C Wealth Management
Arizona
$363K -$135K -266 -28%
TIM
2254
Thompson Investment Management
Wisconsin
$363K +$1.52K +3 +0.4%
WFS
2255
Widmann Financial Services
Maryland
$363K +$10.1K +20 +3%
WAM
2256
Weinberger Asset Management
California
$363K +$26.4K +52 +7%
LPIC
2257
LeJeune Puetz Investment Counsel
Michigan
$361K – – –
ACM
2258
AUA Capital Management
Pennsylvania
$359K – – –
SNB
2259
Security National Bank
Nebraska
$359K – – –
AP
2260
Adero Partners
California
$358K +$1.01K +2 +0.3%
PI
2261
PFS Investments
Georgia
$358K +$48.7K +96 +15%
CWP
2262
Capital Wealth Planning
Florida
$357K -$361K -712 -49%
CAM
2263
Concorde Asset Management
Michigan
$357K +$1.52K +3 +0.4%
CBTWT
2264
Community Bank & Trust (Waco, Texas)
Texas
$356K +$4.06K +8 +1%
VCM
2265
Vigilant Capital Management
Maine
$356K +$35K +69 +10%
CA
2266
Calton & Associates
Florida
$355K -$301K -593 -44%
VC
2267
Veracity Capital
Georgia
$355K +$36K +71 +11%
LWM
2268
Liberty Wealth Management
California
$354K +$14.7K +29 +4%
LRIC
2269
Long Road Investment Counsel
Michigan
$354K +$65.9K +130 +21%
JWM
2270
Janiczek Wealth Management
Colorado
$353K -$36K -71 -10%
WMA
2271
West Michigan Advisors
Michigan
$353K -$25.4K -50 -6%
WWP
2272
Waypoint Wealth Partners
California
$351K +$4.06K +8 +1%
LOPW
2273
Live Oak Private Wealth
North Carolina
$350K +$62.9K +124 +20%
SAM
2274
Sompo Asset Management
Japan
$349K -$15.2K -30 -4%
LDB
2275
Lee, Danner & Bass
Tennessee
$349K +$43.1K +85 +13%
89 90
91
92 93