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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2551
HHM Wealth Advisors
Tennessee
$263K +$44.1K +84 +23%
KWM
2552
Keebeck Wealth Management
Illinois
$261K -$78.7K -150 -25%
HKIMG
2553
Hutchens & Kramer Investment Management Group
Indiana
$261K – – –
SFG
2554
Summit Financial Group
West Virginia
$259K -$28.9K -55 -11%
BCM
2555
Bourgeon Capital Management
Connecticut
$259K – – –
PAG
2556
Paladin Advisory Group
Iowa
$259K +$237K +451 New
MIC
2557
Means Investment Company
Maine
$258K – – –
CWP
2558
Concord Wealth Partners
Virginia
$258K +$22.6K +43 +11%
KCM
2559
KRS Capital Management
Michigan
$257K – – –
VNA
2560
Valley National Advisers
Pennsylvania
$257K +$92.4K +176 +65%
CCA
2561
Cottonwood Capital Advisors
Utah
$256K +$233K +444 New
HHRDM
2562
H&H Retirement Design & Management
Nevada
$255K – – –
ES
2563
ETF Store
Kansas
$255K +$1.05K +2 +0.4%
RWM
2564
RBA Wealth Management
California
$254K -$13.1K -25 -5%
PWP
2565
Pursue Wealth Partners
California
$254K – – –
FCMT
2566
Founders Capital Management (Texas)
Texas
$253K – – –
RC
2567
Reik & Co
New York
$252K +$26.2K +50 +13%
CCA
2568
Column Capital Advisors
Indiana
$252K +$46.2K +88 +25%
AOWM
2569
Alpha Omega Wealth Management
Virginia
$251K +$525 +1 +0.2%
FWM
2570
Fairhaven Wealth Management
Illinois
$251K +$5.77K +11 +3%
PWA
2571
PCG Wealth Advisors
Kansas
$251K +$229K +436 New
DWM
2572
Drive Wealth Management
Utah
$250K +$228K +434 New
LWP
2573
Legacy Wealth Planning
Nevada
$249K -$91.8K -175 -29%
FBC
2574
Fairfield, Bush & Co
Connecticut
$249K -$26.2K -50 -10%
IP
2575
Isthmus Partners
Wisconsin
$249K -$10.5K -20 -4%
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