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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2451
Key Client Fiduciary Advisors
New Jersey
$260K +$7.61K +15 +3%
E
2452
ETFidea
New York
$259K – – –
MCIA
2453
Mountain Capital Investment Advisors
Colorado
$259K -$2.54K -5 -0.9%
IIL
2454
Insight Inv LLC
California
$259K – – –
PS
2455
Planned Solutions
California
$259K – – –
VFP
2456
Verus Financial Partners
Virginia
$259K – – –
TC
2457
Trust Company
Kansas
$259K +$507 +1 +0.2%
WLPWM
2458
Walled Lake Planning & Wealth Management
Illinois
$259K +$507 +1 +0.2%
AMR
2459
Asset Management Resources
Massachusetts
$259K +$14.7K +29 +6%
SBWIC
2460
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K +$3.55K +7 +1%
GCA
2461
Gradient Capital Advisors
California
$258K +$4.06K +8 +2%
TWM
2462
Thrive Wealth Management
Pennsylvania
$258K +$74.1K +146 +37%
ICP
2463
Interchange Capital Partners
Pennsylvania
$257K -$1.52K -3 -0.6%
IFO
2464
Independent Family Office
New York
$257K – – –
SAS
2465
Sanford Advisory Services
Michigan
$257K – – –
GAG
2466
Goodman Advisory Group
Massachusetts
$256K – – –
AC
2467
Asio Capital
Kentucky
$255K – – –
UI
2468
Unconventional Investor
New Hampshire
$255K – – –
G
2469
GenTrust
Florida
$254K – – –
SGA
2470
Seaport Global Advisors
Massachusetts
$253K -$115K -227 -30%
WA
2471
Wealthstream Advisors
New York
$253K -$44.6K -88 -14%
APW
2472
Aurora Private Wealth
New Jersey
$253K -$5.07K -10 -2%
AIA
2473
Allied Investment Advisors
Montana
$252K +$20.3K +40 +8%
JWM
2474
Jeppson Wealth Management
California
$252K +$22.8K +45 +9%
DWMG
2475
DB Wealth Management Group
California
$251K – – –
97 98
99
100 101