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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2351
Wealth Architects
California
$393K +$1.47K +3 +0.4%
CCM
2352
Chickasaw Capital Management
Tennessee
$393K – – –
PI
2353
Pachira Investments
California
$393K -$46.6K -95 -11%
IF
2354
Integrity Financial
Wyoming
$392K -$14.7K -30 -4%
DWA
2355
Delap Wealth Advisory
Oregon
$392K +$85.8K +175 +29%
LWM
2356
LJI Wealth Management
Indiana
$391K +$1.96K +4 +0.5%
TFGT
2357
TS Financial Group (TSFG)
Illinois
$389K +$981 +2 +0.3%
GCM
2358
Gladius Capital Management
Illinois
$388K -$274K -558 -42%
GDP
2359
Great Diamond Partners
Maine
$386K +$2.94K +6 +0.8%
SW
2360
SMART Wealth
Nebraska
$386K -$25.5K -52 -6%
HCM
2361
Howard Capital Management
Georgia
$384K – – –
KIG
2362
Kowal Investment Group
Wisconsin
$384K +$36.3K +74 +11%
FRM
2363
Fox Run Management
Connecticut
$382K +$377K +769 New
GC
2364
GFG Capital
Florida
$381K +$4.41K +9 +1%
CAGAS
2365
Capital Advisory Group Advisory Services
Minnesota
$381K – – –
LPIC
2366
LeJeune Puetz Investment Counsel
Michigan
$381K +$5.39K +11 +1%
FWM
2367
FFT Wealth Management
Pennsylvania
$380K -$77K -157 -17%
P
2368
&Partners
Tennessee
$379K +$8.34K +17 +2%
LA
2369
Legacy Advisors
Pennsylvania
$379K +$29.4K +60 +9%
GAM
2370
Gemmer Asset Management
California
$379K +$49K +100 +15%
CWM
2371
Centric Wealth Management
Illinois
$379K -$45.1K -92 -11%
VCM
2372
Vigilant Capital Management
Maine
$378K +$9.32K +19 +3%
EE
2373
EWG Elevate
California
$377K -$3.92K -8 -1%
NF
2374
Nvest Financial
New Hampshire
$377K +$6.87K +14 +2%
WFMPM
2375
Woodley Farra Manion Portfolio Management
Indiana
$377K -$167K -341 -31%
93 94
95
96 97