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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
2501
Evergreen Wealth Solutions
Pennsylvania
$1.01M +$98.8K +109 +10%
CWM
2502
Cahaba Wealth Management
Georgia
$1.01M -$16.3K -18 -2%
WWM
2503
Waterway Wealth Management
Texas
$1.01M +$38.1K +42 +4%
VCAM
2504
Van Cleef Asset Management
Ohio
$1.01M -$62.5K -69 -6%
SDWMA
2505
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.01M +$362K +399 +52%
MF
2506
Magnetar Financial
Illinois
$1.01M +$1.06M +1,170 New
5NPW
2507
55 North Private Wealth
Florida
$1.01M +$1.06M +1,169 New
SFCL
2508
Strengthening Families & Communities LLC
Massachusetts
$1.01M +$7.25K +8 +0.7%
EA
2509
Enclave Advisors
Texas
$1M +$43.5K +48 +4%
WTFG
2510
Wood Tarver Financial Group
Idaho
$1M -$111K -122 -9%
RFA
2511
Resurgent Financial Advisors
Georgia
$1M -$63.4K -70 -6%
MA
2512
MCF Advisors
Kentucky
$1M +$459K +507 +77%
EWM
2513
Elite Wealth Management
Washington
$1M -$5.29M -5,833 -83%
GRR
2514
Golden Reserve Retirement
Ohio
$1M +$1.05M +1,160 New
FPCP
2515
Fort Point Capital Partners
California
$998K – – –
PFG
2516
PAX Financial Group
Texas
$997K -$14.5K -16 -1%
IFS
2517
Intelligent Financial Strategies
Minnesota
$997K – – –
EPM
2518
Elm Partners Management
Pennsylvania
$995K +$104K +115 +11%
RCM
2519
Requisite Capital Management
Texas
$995K +$462K +510 +79%
CWM
2520
Castle Wealth Management
Florida
$995K -$16.3K -18 -2%
SIM
2521
Sentry Investment Management
Wisconsin
$993K – – –
BA
2522
Birinyi Associates
Connecticut
$992K -$1.8M -1,991 -63%
BIG
2523
Builder Investment Group
Georgia
$992K – – –
EPW
2524
Elevated Private Wealth
Wisconsin
$990K +$1.04M +1,148 New
CWG
2525
Crown Wealth Group
North Carolina
$990K -$74.3K -82 -7%
99 100
101
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