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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TTA
2601
Thor Trading Advisors
Pennsylvania
$1.01M +$1.07M +1,076 New
HHAA
2602
Henry H. Armstrong Associates
Pennsylvania
$1M – – –
OWM
2603
OneAscent Wealth Management
Alabama
$1M +$184K +185 +21%
EPW
2604
Elevated Private Wealth
Wisconsin
$1M +$1.07M +1,070 New
DWA
2605
Delap Wealth Advisory
Oregon
$1M -$58.8K -59 -5%
TIA
2606
TCFG Investment Advisors
California
$998K +$2.99K +3 +0.3%
NS
2607
Northland Securities
Minnesota
$994K +$1.99K +2 +0.2%
MHC
2608
May Hill Capital
Massachusetts
$992K -$92.7K -93 -8%
HC
2609
Henshaw Capital
Massachusetts
$992K -$253K -254 -19%
SFS
2610
Sunrise Financial Services
Washington
$992K – – –
AAG
2611
Armstrong Advisory Group
Massachusetts
$990K -$996 -1 -0.1%
EA
2612
Eclectic Associates
California
$989K -$23.9K -24 -2%
GHA
2613
GW Henssler & Associates
Georgia
$987K -$108K -108 -9%
CGA
2614
Crescent Grove Advisors
Illinois
$986K -$49.8K -50 -5%
ZCP
2615
Z3 Capital Partners
Virginia
$985K -$14.9K -15 -1%
WI
2616
WrapManager Inc
California
$985K -$46.8K -47 -4%
TFP
2617
Tilia Fiduciary Partners
North Carolina
$983K -$33.9K -34 -3%
HP
2618
Holistic Planning
Texas
$981K +$104K +104 +11%
MFG
2619
Menard Financial Group
Texas
$981K +$141K +142 +16%
BDFN
2620
Bond & Devick Financial Network
Minnesota
$979K -$52.8K -53 -5%
HFRG
2621
Houlihan Financial Resource Group
Virginia
$979K – – –
OMIC
2622
Old Mission Investment Co
Michigan
$978K – – –
IWA
2623
IBEX Wealth Advisors
New Jersey
$977K +$58.8K +59 +6%
SFC
2624
SYM Financial Corp
Indiana
$977K -$591K -593 -36%
DWMS
2625
Dominguez Wealth Management Solutions
Virginia
$975K – – –
103 104
105
106 107