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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
2526
Patriot Investment Management Group
Tennessee
$723K -$189K -242 -22%
AWP
2527
Accretive Wealth Partners
New Jersey
$722K +$327K +419 +97%
CA
2528
Callahan Advisors
Texas
$720K – – –
BMWM
2529
Brown Miller Wealth Management
Virginia
$718K -$13.3K -17 -2%
CWA
2530
Clarus Wealth Advisors
Arizona
$716K -$80.4K -103 -11%
VW
2531
Veridan Wealth
Oregon
$716K +$565K +724 New
SC
2532
Sawyer & Company
Massachusetts
$714K – – –
CPW
2533
Catalyst Private Wealth
California
$712K -$70.2K -90 -10%
FTIS
2534
First Trust Investment Solutions
Florida
$712K +$78.8K +101 +14%
MLL
2535
Moody Lynn & Lieberson
Massachusetts
$711K – – –
RCA
2536
Ranch Capital Advisors
Florida
$710K +$43.7K +56 +7%
TI
2537
TrueMark Investments
Illinois
$709K +$651K +834 New
SIA
2538
Sit Investment Associates
Minnesota
$708K – – –
MAM
2539
Magellan Asset Management
Australia
$707K -$183K -234 -22%
IPAM
2540
Investment Partners Asset Management
New Jersey
$707K – – –
PWW
2541
Pettyjohn Wood & White
Virginia
$706K -$2.34K -3 -0.4%
BSI
2542
Bennett Selby Investments
Maine
$704K +$10.9K +14 +2%
PCS
2543
Private Client Services
Kentucky
$704K -$31.2K -40 -5%
F4L
2544
Fortune 45 LLC
Louisiana
$704K -$780 -1 -0.1%
JC
2545
JB Capital
Connecticut
$704K +$39K +50 +6%
AA
2546
Acorns Advisers
California
$703K +$148K +190 +30%
KWM
2547
KFG Wealth Management
Indiana
$699K +$7.8K +10 +1%
MKC
2548
M. Kraus & Co
Vermont
$697K – – –
AF
2549
Alerus Financial
North Dakota
$696K -$19.5K -25 -3%
TWA
2550
Tandem Wealth Advisors
Arizona
$696K – – –
100 101
102
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