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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
2576
Nestegg Advisors
New York
$898K – – –
IF
2577
Intrua Financial
Texas
$896K +$24.9K +26 +3%
IF
2578
Integrity Financial
Wyoming
$896K +$13.4K +14 +1%
RLIM
2579
Red Lighthouse Investment Management
New York
$895K -$3.83K -4 -0.4%
WIM
2580
Waycross Investment Management
Washington
$893K -$9.59K -10 -1%
APA
2581
Astoria Portfolio Advisors
New York
$893K -$199K -208 -18%
KIC
2582
Kensington Investment Counsel
California
$891K +$74.8K +78 +9%
MWM
2583
MGB Wealth Management
Texas
$891K -$95.9K -100 -9%
LWM
2584
LJI Wealth Management
Indiana
$890K – – –
BAG
2585
Bridgewealth Advisory Group
California
$888K +$4.79K +5 +0.5%
WFMPM
2586
Woodley Farra Manion Portfolio Management
Indiana
$888K – – –
HAFG
2587
Hansen & Associates Financial Group
California
$887K -$1.93M -2,010 -67%
SVWG
2588
Shared Vision Wealth Group
United States
$887K +$2.88K +3 +0.3%
SIS
2589
Sound Income Strategies
Florida
$887K -$48.9K -51 -5%
OCPWS
2590
One Charles Private Wealth Services
Massachusetts
$886K -$10.5K -11 -1%
VC
2591
Veery Capital
Delaware
$885K -$1.92K -2 -0.2%
CSWG
2592
Cardinal Strategic Wealth Guidance
Kentucky
$884K -$144K -150 -14%
EC
2593
EdgeRock Capital
Colorado
$884K -$30.7K -32 -3%
GAM
2594
Gemmer Asset Management
California
$882K +$37.4K +39 +4%
AWG
2595
Altus Wealth Group
Colorado
$882K +$959 +1 +0.1%
PCFFS
2596
Pacific Center for Financial Services
California
$879K – – –
GA
2597
GFS Advisors
Texas
$877K +$97.8K +102 +12%
AWM
2598
Affinity Wealth Management
Delaware
$876K +$4.79K +5 +0.5%
HFS
2599
Howard Financial Services
Texas
$876K +$2.88K +3 +0.3%
CMI
2600
Clare Market Investments
Texas
$876K -$3.39M -3,541 -79%
102 103
104
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