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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2401
SMART Wealth
Nebraska
$439K -$552 -1 -0.1%
HCA
2402
Horan Capital Advisors
Ohio
$438K +$428K +775 New
P
2403
&Partners
Tennessee
$438K +$6.07K +11 +1%
PWP
2404
Phillips Wealth Planners
Mississippi
$438K +$14.9K +27 +4%
HCM
2405
Howard Capital Management
Georgia
$436K – – –
HI
2406
Hendershot Investments
Virginia
$436K -$27.6K -50 -6%
HCC
2407
Hirtle Callaghan & Co
Pennsylvania
$435K -$135K -244 -24%
OCM
2408
Osterweis Capital Management
California
$435K – – –
CCP
2409
Carmel Capital Partners
California
$434K +$49.7K +90 +13%
WI
2410
WrapManager Inc
California
$433K +$73.4K +133 +21%
GAM
2411
Gemmer Asset Management
California
$429K -$116K -210 -22%
CWM
2412
CCG Wealth Management
California
$429K +$11.6K +21 +3%
NRG
2413
Nemes Rush Group
Michigan
$428K -$23.7K -43 -5%
PCA
2414
Prosperity Capital Advisors
Ohio
$428K +$92.2K +167 +28%
OWM
2415
OneAscent Wealth Management
Alabama
$427K -$14.4K -26 -3%
PW
2416
Peninsula Wealth
California
$427K +$27K +49 +7%
CBTWT
2417
Community Bank & Trust (Waco, Texas)
Texas
$426K +$129K +233 +35%
FM
2418
Family Management
New York
$426K -$109K -198 -21%
CCG
2419
Coastwise Capital Group
California
$426K -$88.3K -160 -18%
GDP
2420
Great Diamond Partners
Maine
$426K +$4.97K +9 +1%
PAM
2421
Palisade Asset Management
Minnesota
$425K -$21.5K -39 -5%
SW
2422
SkyOak Wealth
Michigan
$424K +$10.5K +19 +3%
ACM
2423
AUA Capital Management
Pennsylvania
$424K +$83.9K +152 +25%
AR
2424
Apeiron RIA
Texas
$424K +$9.94K +18 +2%
CA
2425
Cambridge Advisors
Nebraska
$423K -$8.28K -15 -2%
95 96
97
98 99