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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2401
Fairview Capital Investment Management
California
$1.16M +$379K +389 +47%
WFAG
2402
Wescott Financial Advisory Group
Pennsylvania
$1.16M -$4.88K -5 -0.4%
S
2403
Sachetta
Massachusetts
$1.16M -$1.95K -2 -0.2%
CRC
2404
Curi RMB Capital
Illinois
$1.16M -$345K -354 -22%
IFS
2405
Intelligent Financial Strategies
Minnesota
$1.15M – – –
WLG
2406
Williamson Legacy Group
Indiana
$1.15M +$5.85K +6 +0.5%
BFC
2407
Bedel Financial Consulting
Indiana
$1.15M -$21.4K -22 -2%
TSWM
2408
Tyler-Stone Wealth Management
Ohio
$1.15M -$41.9K -43 -3%
MS
2409
Marshall & Sullivan
Washington
$1.14M -$133K -136 -10%
WF
2410
Whelan Financial
California
$1.14M +$256K +263 +28%
HC
2411
Henshaw Capital
Massachusetts
$1.14M +$1.18M +1,207 New
VWM
2412
Valley Wealth Managers
New Jersey
$1.14M +$25.3K +26 +2%
NFC
2413
Northstar Financial Companies
Pennsylvania
$1.14M -$714K -732 -38%
SPW
2414
Surience Private Wealth
Washington
$1.13M – – –
HP
2415
Hilltop Partners
Indiana
$1.13M +$85.8K +88 +8%
CF
2416
Claris Financial
Virginia
$1.13M – – –
GJWM
2417
Gilliland Jeter Wealth Management
Arkansas
$1.13M +$975 +1 +0.1%
PIA
2418
Pinion Investment Advisors
Kansas
$1.13M -$26.3K -27 -2%
MAMG
2419
Milestone Asset Management Group
Connecticut
$1.13M +$6.83K +7 +0.6%
AAM
2420
Aureus Asset Management
Massachusetts
$1.12M – – –
WPC
2421
Waters Parkerson & Co
Louisiana
$1.12M +$199K +204 +21%
EWS
2422
Evergreen Wealth Solutions
Pennsylvania
$1.12M -$40.9K -42 -3%
MIM
2423
Meridiem Investment Management
United Kingdom
$1.12M -$195K -200 -14%
AF
2424
Atala Financial
California
$1.12M – – –
HWA
2425
Heartwood Wealth Advisors
Virginia
$1.12M +$975 +1 +0.1%
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