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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HHAA
2326
Henry H. Armstrong Associates
Pennsylvania
$949K – – –
FNBOH
2327
First National Bank of Hutchinson
Kansas
$949K -$1.56K -2 -0.2%
PCM
2328
Permanent Capital Management
Illinois
$948K +$748K +958 New
KWM
2329
Kolinsky Wealth Management
New Jersey
$948K -$24.2K -31 -3%
WLG
2330
Williamson Legacy Group
Indiana
$948K -$3.9K -5 -0.4%
GF
2331
Gries Financial
Ohio
$943K -$596K -764 -41%
MYIA
2332
Mount Yale Investment Advisors
Colorado
$943K +$32K +41 +4%
LAM
2333
Lewis Asset Management
California
$942K +$26.5K +34 +3%
VWM
2334
Valley Wealth Managers
New Jersey
$941K +$54.6K +70 +7%
BOSSRA
2335
B.O.S.S. Retirement Advisors
Utah
$941K +$863K +1,106 New
SDH
2336
Sloy Dahl & Holst
Washington
$939K – – –
AIFAIM
2337
American Institute for Advanced Investment Management
Arizona
$938K – – –
EI
2338
Ellevest Inc
New York
$938K +$4.68K +6 +0.5%
MMM
2339
Mendel Money Management
Illinois
$938K +$82.7K +106 +11%
RW
2340
REDW Wealth
New Mexico
$936K -$13.3K -17 -2%
LIWM
2341
Long Island Wealth Management
New York
$936K +$780 +1 +0.1%
SA
2342
Sage Advisors
Colorado
$935K +$110K +141 +15%
NCMW
2343
Northern Capital Management (Washington)
Washington
$935K +$780 +1 +0.1%
LG
2344
Lane Generational
Massachusetts
$935K – – –
WSC
2345
Wellington Shields & Co
New York
$935K – – –
AC
2346
Addison Capital
Pennsylvania
$933K -$117K -150 -12%
CWA
2347
Clearview Wealth Advisors
Oregon
$933K +$155K +199 +22%
MFG
2348
Magnus Financial Group
New York
$932K +$30.4K +39 +4%
ACM
2349
Absolute Capital Management
Pennsylvania
$932K +$370K +474 +76%
PFSC
2350
Peoples Financial Services Corp
Pennsylvania
$929K -$61.6K -79 -7%
92 93
94
95 96