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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2276
Compass Financial Advisors
Indiana
$370K +$333K +651 New
FP
2277
Financial Perspectives
Minnesota
$369K – – –
VST
2278
Van Strum & Towne
California
$369K – – –
MFG
2279
Magnus Financial Group
New York
$369K +$9.73K +19 +3%
BPFA
2280
Barnes Pettey Financial Advisors
Mississippi
$369K +$333K +650 New
PW
2281
Peninsula Wealth
California
$368K +$332K +649 New
SW
2282
SkyOak Wealth
Michigan
$367K -$51.2K -100 -13%
HI
2283
Hendershot Investments
Virginia
$367K +$81.4K +159 +33%
IIA
2284
IPG Investment Advisors
California
$366K -$33.8K -66 -9%
LDB
2285
Lee, Danner & Bass
Tennessee
$366K – – –
WCG
2286
Weaver Consulting Group
California
$366K +$7.17K +14 +2%
MWM
2287
Mascoma Wealth Management
New Hampshire
$364K +$62.5K +122 +24%
AWM
2288
Accel Wealth Management
Iowa
$364K +$100K +196 +44%
F4L
2289
Fortune 45 LLC
Louisiana
$364K +$328K +641 New
MIM
2290
Martin Investment Management
Florida
$363K – – –
VFP
2291
Verus Financial Partners
Virginia
$362K – – –
CAL
2292
Capital Advisors Ltd
Ohio
$362K +$95.3K +186 +41%
CC
2293
Callan Capital
California
$361K +$325K +635 New
MA
2294
MAS Advisors
Florida
$361K +$328K +641 New
CAGAS
2295
Capital Advisory Group Advisory Services
Minnesota
$360K -$7.68K -15 -2%
CWP
2296
Curated Wealth Partners
California
$359K – – –
GKFF
2297
George Kaiser Family Foundation
Oklahoma
$359K – – –
EW
2298
Evoke Wealth
California
$359K +$512 +1 +0.2%
LA
2299
Latitude Advisors
Florida
$358K -$47.1K -92 -13%
EIA
2300
Eldridge Investment Advisors
New Hampshire
$358K -$25.6K -50 -7%
90 91
92
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