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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
2501
Long Island Wealth Management
New York
$1.09M – – –
SMC
2502
Smith, Moore & Co
Missouri
$1.09M -$212K -213 -16%
BFC
2503
Bedel Financial Consulting
Indiana
$1.09M -$38.8K -39 -3%
LG
2504
Lane Generational
Massachusetts
$1.09M – – –
WSC
2505
Wellington Shields & Co
New York
$1.09M – – –
SCM
2506
Sage Capital Management
New Jersey
$1.09M – – –
CWA
2507
Clearview Wealth Advisors
Oregon
$1.09M +$994 +1 +0.1%
AIM
2508
Aspen Investment Management
Michigan
$1.09M +$34.8K +35 +3%
TA
2509
TFB Advisors
Kansas
$1.09M -$22.9K -23 -2%
EFG
2510
Embree Financial Group
Illinois
$1.09M +$39.8K +40 +4%
AIFAIM
2511
American Institute for Advanced Investment Management
Arizona
$1.08M +$14.9K +15 +1%
LAM
2512
LECAP Asset Management
United Kingdom
$1.08M +$1.09M +1,095 New
IA
2513
IFG Advisors
Missouri
$1.08M +$5.96K +6 +0.6%
MWG
2514
Martin Worley Group
Utah
$1.08M +$347K +349 +47%
TWP
2515
Triad Wealth Partners
Kansas
$1.08M +$305K +307 +39%
KFA
2516
Kapstone Financial Advisors
Ohio
$1.08M – – –
VW
2517
Vance Wealth
California
$1.07M +$131K +132 +14%
WRPWM
2518
Werba Rubin Papier Wealth Management
California
$1.07M +$11.9K +12 +1%
SFG
2519
Synergy Financial Group
California
$1.07M -$31.8K -32 -3%
1M
2520
1248 Management
Missouri
$1.07M – – –
BWM
2521
Biltmore Wealth Management
Arizona
$1.07M -$54.7K -55 -5%
AFA
2522
Antonelli Financial Advisors
Michigan
$1.07M – – –
HHAA
2523
Henry H. Armstrong Associates
Pennsylvania
$1.07M – – –
BC
2524
Belmont Capital
California
$1.07M – – –
EGWAG
2525
Elwood & Goetz Wealth Advisory Group
Georgia
$1.07M +$61.6K +62 +6%
99 100
101
102 103