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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
2526
Stonebridge Financial Planning Group
Florida
$334K -$621K -1,227 -66%
PAMG
2527
Patton Albertson Miller Group
Tennessee
$334K – – –
BAM
2528
BOS Asset Management
Illinois
$333K – – –
EIA
2529
Edgemoor Investment Advisors
Maryland
$333K -$12.7K -25 -4%
FCFC
2530
First Citizens Financial Corp
Iowa
$332K +$312K +617 New
CWM
2531
Chesapeake Wealth Management
Virginia
$331K +$311K +615 New
GWM
2532
Gitterman Wealth Management
New Jersey
$331K -$231K -457 -43%
MCI
2533
MRP Capital Investments
Georgia
$328K – – –
WHC
2534
Wulff, Hansen & Co
California
$328K – – –
BWM
2535
BCS Wealth Management
Tennessee
$328K +$308K +609 New
GCMG
2536
Gyroscope Capital Management Group
Florida
$328K -$200K -395 -39%
MIM
2537
Martin Investment Management
Florida
$327K -$16.2K -32 -5%
TIA
2538
Traphagen Investment Advisors
New Jersey
$327K -$38.5K -76 -11%
AAG
2539
Armstrong Advisory Group
Massachusetts
$325K -$55.7K -110 -15%
T
2540
TOBAM
France
$324K +$304K +601 New
FFA
2541
Fortune Financial Advisors
Kansas
$323K +$247K +488 New
MWM
2542
Meritas Wealth Management
California
$323K – – –
BDWCC
2543
B&D White Capital Company
Texas
$323K – – –
SIS
2544
Sound Income Strategies
Florida
$323K +$28.3K +56 +10%
CWP
2545
Curated Wealth Partners
California
$322K – – –
WFS
2546
Widmann Financial Services
Maryland
$322K – – –
PP
2547
PrairieView Partners
Minnesota
$322K +$50.6K +100 +20%
ACM
2548
AUA Capital Management
Pennsylvania
$322K – – –
TSWM
2549
Triangle Securities Wealth Management
North Carolina
$320K – – –
UIA
2550
Ulland Investment Advisors
Minnesota
$320K – – –
100 101
102
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