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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2376
Abbot Financial Management
Massachusetts
$345K +$21.5K +41 +7%
BDWCC
2377
B&D White Capital Company
Texas
$345K +$28.9K +55 +10%
FCM
2378
Firestone Capital Management
Florida
$344K – – –
NAS
2379
Nicolet Advisory Services
Wisconsin
$344K +$97.6K +186 +48%
6F
2380
626 Financial
Michigan
$343K +$10.5K +20 +3%
RCIM
2381
Red Cedar Investment Management
Michigan
$343K +$312K +595 New
TCWA
2382
Ten Capital Wealth Advisors
Washington
$342K -$35.7K -68 -10%
ERIM
2383
Eagle Ridge Investment Management
Connecticut
$342K – – –
VWA
2384
Visionary Wealth Advisors
Illinois
$342K +$25.7K +49 +9%
LG
2385
LaFleur & Godfrey
Michigan
$342K +$312K +595 New
BAM
2386
Baldrige Asset Management
Pennsylvania
$341K -$10.5K -20 -3%
HCM
2387
HMS Capital Management
Tennessee
$341K – – –
UWPG
2388
Ullmann Wealth Partners Group
Florida
$341K +$7.87K +15 +3%
TSWM
2389
Triangle Securities Wealth Management
North Carolina
$340K – – –
LF
2390
Lee Financial
Texas
$340K +$3.67K +7 +1%
CCG
2391
Chatham Capital Group
Georgia
$339K -$15.7K -30 -5%
SWAG
2392
Spectrum Wealth Advisory Group
California
$339K – – –
MCM
2393
Monument Capital Management
Virginia
$339K +$309K +588 New
S
2394
Surevest
California
$338K – – –
UAS
2395
United Asset Strategies
New York
$337K +$11.5K +22 +4%
CA
2396
Callahan Advisors
Texas
$335K -$57.7K -110 -16%
1CP
2397
17 Capital Partners
Arizona
$335K – – –
KIG
2398
Kowal Investment Group
Wisconsin
$335K +$52K +99 +20%
JFA
2399
JNBA Financial Advisors
Minnesota
$334K +$1.05K +2 +0.3%
OBWG
2400
Onyx Bridge Wealth Group
New York
$334K +$25.2K +48 +9%
94 95
96
97 98