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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2401
Summa Corp
Texas
$609K +$547K +923 New
WCM
2402
WealthBridge Capital Management
Ohio
$609K -$5.93K -10 -1%
AWM
2403
Accurate Wealth Management
Florida
$608K -$65.2K -110 -11%
SMC
2404
Smith, Moore & Co
Missouri
$607K +$26.7K +45 +5%
CPA
2405
Capital Performance Advisors
California
$607K +$64K +108 +13%
TFM
2406
TFC Financial Management
Massachusetts
$606K -$59.3K -100 -10%
RA
2407
Ruggaard & Associates
Ohio
$606K -$20.7K -35 -4%
BMWM
2408
Brown Miller Wealth Management
Virginia
$606K -$37.3K -63 -6%
CGA
2409
Crescent Grove Advisors
Illinois
$606K -$91.9K -155 -15%
CFO
2410
Collective Family Office
Pennsylvania
$605K -$32K -54 -6%
VW
2411
Vance Wealth
California
$605K +$17.8K +30 +3%
WMA
2412
Wealth Management Associates
New Jersey
$605K -$56.9K -96 -9%
BWG
2413
Beta Wealth Group
California
$604K – – –
AL
2414
ADE LLC
Maryland
$604K -$17.8K -30 -3%
SFP
2415
Sterling Financial Planning
New Jersey
$603K +$103K +174 +24%
VWMG
2416
Virginia Wealth Management Group
Virginia
$603K -$231K -390 -30%
YDMI
2417
Y.D. More Investments
Israel
$601K +$6.52K +11 +1%
AIM
2418
Acropolis Investment Management
Missouri
$601K +$237K +400 +78%
KCM
2419
KRS Capital Management
Michigan
$600K -$39.1K -66 -7%
CMP
2420
Courage Miller Partners
Virginia
$599K – – –
CANC
2421
Culbertson A N & Co
Virginia
$599K – – –
MIC
2422
Meridian Investment Counsel
California
$599K – – –
BW
2423
BIP Wealth
Georgia
$598K +$140K +237 +35%
KIG
2424
Kowal Investment Group
Wisconsin
$598K +$49.2K +83 +10%
TWM
2425
TMD Wealth Management
Arizona
$593K -$48K -81 -8%
95 96
97
98 99