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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
2251
Moss Adams Wealth Advisors
Washington
$511K -$11.6K -23 -2%
CBT
2252
CoreFirst Bank & Trust
Kansas
$510K -$70.8K -140 -13%
AL
2253
ADE LLC
Maryland
$509K – – –
CG
2254
CFO4Life Group
Texas
$507K +$40.5K +80 +9%
SIM
2255
SSI Investment Management
California
$507K -$69.3K -137 -13%
HAIM
2256
Hunter Associates Investment Management
Pennsylvania
$506K +$3.04K +6 +0.6%
MA
2257
Mezzasalma Advisors
New Jersey
$506K – – –
VWM
2258
Valley Wealth Managers
New Jersey
$504K -$27.8K -55 -6%
MMM
2259
Mendel Money Management
Illinois
$504K +$9.11K +18 +2%
WPC
2260
White Pine Capital
Minnesota
$502K – – –
CIP
2261
Convergence Investment Partners
Florida
$502K -$21.3K -42 -4%
HHGA
2262
Halbert Hargrove Global Advisors
California
$502K -$420K -831 -47%
EFSCE
2263
Enterprise Financial Services Corp (EFSC)
Missouri
$502K -$33.9K -67 -7%
SAM
2264
SignalPoint Asset Management
Missouri
$500K – – –
WCM
2265
WealthBridge Capital Management
Ohio
$497K -$29.3K -58 -6%
TWA
2266
Tandem Wealth Advisors
Arizona
$496K +$24.3K +48 +5%
HIS
2267
Harvest Investment Services
Illinois
$496K -$112K -222 -19%
EA
2268
Echo45 Advisors
California
$494K -$15.2K -30 -3%
SIAG
2269
Safeguard Investment Advisory Group
California
$494K -$11.1K -22 -2%
FWP
2270
Falcon Wealth Planning
California
$493K +$4.05K +8 +0.9%
WE
2271
Wealth Effects
Massachusetts
$493K +$506 +1 +0.1%
BWG
2272
Beta Wealth Group
California
$492K +$506 +1 +0.1%
CCG
2273
Coastwise Capital Group
California
$492K +$96.1K +190 +26%
PL
2274
Perpetual Ltd
Australia
$491K – – –
SL
2275
Salomon & Ludwin
Virginia
$490K – – –
89 90
91
92 93