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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2476
Clearview Wealth Advisors
Oregon
$1.02M – – –
APWA
2477
Atlas Private Wealth Advisors
New Jersey
$1.02M -$1.22M -1,268 -54%
PSP
2478
Principal Street Partners
Tennessee
$1.02M -$906K -945 -46%
IA
2479
IFG Advisors
Missouri
$1.01M +$959 +1 +0.1%
AWM
2480
Austin Wealth Management
Texas
$1.01M +$186K +194 +22%
BWM
2481
Biltmore Wealth Management
Arizona
$1.01M +$15.3K +16 +1%
AIFAIM
2482
American Institute for Advanced Investment Management
Arizona
$1.01M -$4.79K -5 -0.5%
SAM
2483
Summit Asset Management
Tennessee
$1.01M -$152K -159 -13%
TWA
2484
Tandem Wealth Advisors
Arizona
$1.01M +$138K +144 +15%
RPSA
2485
Richard P. Slaughter Associates
Texas
$1.01M -$231K -241 -18%
KFA
2486
Kapstone Financial Advisors
Ohio
$1.01M – – –
HA
2487
Helium Advisors
Washington
$1M +$17.3K +18 +2%
KAS
2488
KPP Advisory Services
Kentucky
$1M -$28.8K -30 -3%
EPIMS
2489
Evelyn Partners Investment Management Services
$1M -$154K -161 -13%
TA
2490
TPG Advisors
Illinois
$997K -$95.9K -100 -8%
CIAS
2491
CFS Investment Advisory Services
New Jersey
$993K +$21.1K +22 +2%
HHAA
2492
Henry H. Armstrong Associates
Pennsylvania
$991K -$4.79K -5 -0.5%
FA
2493
Fermata Advisors
California
$989K -$194K -202 -16%
FAFN
2494
First Affirmative Financial Network
Colorado
$988K +$243K +254 +31%
MIC
2495
Meridian Investment Counsel
California
$987K – – –
GLAM
2496
Gardner Lewis Asset Management
Pennsylvania
$987K +$1.02M +1,066 New
EWS
2497
Evergreen Wealth Solutions
Pennsylvania
$986K -$99.7K -104 -9%
BFA
2498
Buttonwood Financial Advisors
Maryland
$985K -$51.8K -54 -5%
WWM
2499
Whalen Wealth Management
Nevada
$985K +$236K +246 +30%
MGWM
2500
Marks Group Wealth Management
Minnesota
$984K +$3.83K +4 +0.4%
98 99
100
101 102