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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2376
Vicus Capital
Pennsylvania
$318K +$314K +614 New
AFM
2377
Abbot Financial Management
Massachusetts
$317K – – –
BDFN
2378
Bond & Devick Financial Network
Minnesota
$317K – – –
CWM
2379
Cordatus Wealth Management
Pennsylvania
$317K +$17.4K +34 +6%
YWS
2380
Yarger Wealth Strategies
Ohio
$317K +$286K +558 New
BCP
2381
Berkeley Capital Partners
Georgia
$316K -$1.02K -2 -0.4%
WGAM
2382
Wilkinson Global Asset Management
New York
$316K +$285K +556 New
MAC
2383
Mason & Associates (California)
California
$316K +$285K +557 New
SC
2384
Sonen Capital
California
$316K +$285K +557 New
WI
2385
WrapManager Inc
California
$315K -$19.5K -38 -6%
RSVP
2386
Ramsay Stattman Vela & Price
Colorado
$315K – – –
RTS
2387
Round Table Services
New Jersey
$315K +$23.6K +46 +9%
GA
2388
Geller Advisors
New York
$314K +$27.7K +54 +11%
OBWG
2389
Onyx Bridge Wealth Group
New York
$314K +$60.4K +118 +27%
PFA
2390
Paradigm Financial Advisors
Missouri
$313K -$7.17K -14 -2%
IIL
2391
Insight Inv LLC
California
$313K +$282K +551 New
IF
2392
IRON Financial
Illinois
$312K -$14.9K -29 -5%
AC
2393
Avenir Corporation
Virginia
$312K – – –
SAM
2394
Sompo Asset Management
Japan
$312K +$25.6K +50 +10%
UIA
2395
Ulland Investment Advisors
Minnesota
$312K +$282K +550 New
AIA
2396
Alera Investment Advisors
Illinois
$311K +$11.3K +22 +4%
TIA
2397
Traphagen Investment Advisors
New Jersey
$311K +$281K +548 New
SCFS
2398
S.C. Financial Services
Arizona
$310K +$307K +600 New
VWA
2399
Visionary Wealth Advisors
Illinois
$309K -$19.5K -38 -7%
BDWCC
2400
B&D White Capital Company
Texas
$309K +$23K +45 +9%
94 95
96
97 98