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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
2576
Atlas Private Wealth Advisors
New Jersey
$251K +$489 +1 +0.2%
B
2577
Bridgeworth
Alabama
$251K +$33.7K +69 +14%
AAM
2578
American Asset Management
Florida
$251K +$269K +550 New
CD
2579
Chapin Davis
Maryland
$251K +$268K +549 New
SICM
2580
Sustainable Insight Capital Management
New York
$251K -$296K -606 -52%
AA
2581
AlphaQ Advisors
Florida
$250K +$268K +548 New
AIA
2582
Acute Investment Advisory
Arizona
$250K +$268K +548 New
CRIG
2583
Charter Research & Investment Group
Connecticut
$250K – – –
VC
2584
Vicus Capital
Pennsylvania
$250K -$105K -214 -28%
MWA
2585
Martel Wealth Advisors
Washington
$249K – – –
WIM
2586
Waycross Investment Management
Washington
$249K +$266K +545 New
FAFN
2587
First Affirmative Financial Network
Colorado
$248K +$44.5K +91 +20%
SCM
2588
Stordahl Capital Management
Colorado
$248K – – –
CCA
2589
Cottonwood Capital Advisors
Utah
$248K +$47.9K +98 +22%
HW
2590
Hamilton Wealth
California
$248K +$7.33K +15 +3%
TA
2591
Tiedemann Advisors
New York
$247K +$265K +542 New
FWM
2592
Forza Wealth Management
Florida
$247K +$265K +542 New
W
2593
Wealthquest
Ohio
$247K +$29.3K +60 +13%
RA
2594
Rise Advisors
New York
$246K +$49.4K +101 +23%
PCH
2595
PGIM Custom Harvest
New Jersey
$246K +$263K +539 New
SCA
2596
Sander Capital Advisors
Washington
$246K – – –
SNBOSD
2597
Security National Bank of So Dak
Iowa
$246K +$263K +539 New
GCA
2598
Gradient Capital Advisors
California
$246K – – –
MIC
2599
Means Investment Company
Maine
$246K -$1.96K -4 -0.7%
IIL
2600
Insight Inv LLC
California
$245K -$1.96K -4 -0.7%
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