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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2451
Plato Investment Management
Australia
$567K +$509K +859 New
PWW
2452
Pettyjohn Wood & White
Virginia
$567K -$43.9K -74 -8%
GC
2453
GFG Capital
Florida
$567K -$8.3K -14 -2%
QFA
2454
Quantum Financial Advisors
California
$565K +$3.56K +6 +0.7%
BHA
2455
Beech Hill Advisors
New York
$564K – – –
EA
2456
Echo45 Advisors
California
$562K -$25.5K -43 -5%
MLL
2457
Moody Lynn & Lieberson
Massachusetts
$559K -$1.78K -3 -0.4%
LWM
2458
LJI Wealth Management
Indiana
$558K +$2.96K +5 +0.6%
AF
2459
Alerus Financial
North Dakota
$557K -$175K -295 -26%
WWP
2460
Waypoint Wealth Partners
California
$556K +$72.3K +122 +17%
SC
2461
Sawyer & Company
Massachusetts
$554K – – –
FG
2462
Foster Group
Iowa
$554K – – –
EAM
2463
Evanson Asset Management
California
$553K – – –
MI
2464
Motiv8 Investments
Florida
$551K +$495K +835 New
AWM
2465
Austin Wealth Management
Texas
$550K – – –
SIA
2466
Sit Investment Associates
Minnesota
$550K – – –
VCM
2467
Virtue Capital Management
Tennessee
$549K -$14.8K -25 -3%
CBT
2468
CoreFirst Bank & Trust
Kansas
$547K – – –
PCS
2469
Private Client Services
Kentucky
$546K +$491K +828 New
PCFFS
2470
Pacific Center for Financial Services
California
$545K -$27.3K -46 -5%
HCM
2471
Howard Capital Management
Georgia
$544K +$20.2K +34 +4%
F4L
2472
Fortune 45 LLC
Louisiana
$544K -$9.48K -16 -2%
WCM
2473
Wedge Capital Management
North Carolina
$543K -$13K -22 -3%
MKC
2474
M. Kraus & Co
Vermont
$541K – – –
OWM
2475
OneAscent Wealth Management
Alabama
$540K +$36.7K +62 +8%
97 98
99
100 101