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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2401
Thompson Investment Management
Wisconsin
$406K – – –
WIM
2402
Westside Investment Management
California
$405K +$506 +1 +0.1%
EE
2403
EWG Elevate
California
$403K -$5.06K -10 -1%
JC
2404
JB Capital
Connecticut
$403K +$50.6K +100 +15%
PWP
2405
Phillips Wealth Planners
Mississippi
$402K +$2.02K +4 +0.5%
IF
2406
Insight Folios
North Carolina
$402K +$16.2K +32 +4%
GDP
2407
Great Diamond Partners
Maine
$401K -$16.2K -32 -4%
CD
2408
Chapin Davis
Maryland
$401K +$43K +85 +13%
FCM
2409
Firestone Capital Management
Florida
$400K +$1.52K +3 +0.4%
TFO
2410
Tarbox Family Office
California
$400K -$1.01K -2 -0.3%
WC
2411
Weil Company
California
$400K +$50.6K +100 +16%
FA
2412
Fermata Advisors
California
$399K -$598K -1,182 -61%
AIA
2413
AIMZ Investment Advisors
California
$398K – – –
SFP
2414
Sterling Financial Planning
New Jersey
$398K – – –
IIA
2415
IPG Investment Advisors
California
$397K -$633K -1,251 -63%
CWM
2416
CCG Wealth Management
California
$397K -$27.8K -55 -7%
TA
2417
TFB Advisors
Kansas
$397K +$169K +334 +83%
OL
2418
Owen LaRue
Kentucky
$396K -$411K -813 -53%
AR
2419
Apeiron RIA
Texas
$394K +$2.02K +4 +0.5%
SW
2420
SkyOak Wealth
Michigan
$394K – – –
SNB
2421
Security National Bank
Nebraska
$393K +$40.5K +80 +12%
NRI
2422
NFP Retirement Inc
California
$392K -$50.6K -100 -12%
CAM
2423
Concorde Asset Management
Michigan
$392K +$1.01K +2 +0.3%
MGWM
2424
Marks Group Wealth Management
Minnesota
$392K – – –
BFA
2425
Bill Few Associates
Pennsylvania
$391K -$4.05K -8 -1%
95 96
97
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