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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
2601
Walled Lake Planning & Wealth Management
Illinois
$257K +$254K +517 New
BFG
2602
Beacon Financial Group
Texas
$257K -$47.1K -96 -16%
JBA
2603
Johnson Bixby & Associates
Washington
$256K -$2.94K -6 -1%
TA
2604
Tactive Advisors
Florida
$256K +$252K +514 New
PWS
2605
Paragon Wealth Strategies
Florida
$256K – – –
AIM
2606
Acropolis Investment Management
Missouri
$255K +$5.39K +11 +2%
MA
2607
MAS Advisors
Florida
$255K -$48.6K -99 -16%
V
2608
ViaWealth
Kansas
$254K +$25K +51 +11%
GAG
2609
Goodman Advisory Group
Massachusetts
$254K – – –
NWA
2610
New World Advisors
Massachusetts
$254K +$251K +511 New
RA
2611
Rodgers & Associates
Pennsylvania
$254K – – –
ES
2612
ETF Store
Kansas
$254K +$490 +1 +0.2%
SWM
2613
Seed Wealth Management
Illinois
$253K – – –
OFG
2614
Omega Financial Group
California
$252K -$9.32K -19 -4%
TC
2615
Truvestments Capital
Florida
$251K -$5.39K -11 -2%
SWA
2616
Sax Wealth Advisors
New Jersey
$251K -$46.1K -94 -16%
CNAM
2617
Campbell Newman Asset Management
Wisconsin
$251K – – –
SI
2618
Saxon Interests
Texas
$251K +$248K +505 New
MS
2619
Madden Securities
Texas
$250K +$490 +1 +0.2%
RWM
2620
Raffa Wealth Management
District of Columbia
$249K – – –
PWS
2621
Private Wealth Strategies
Ohio
$249K +$10.3K +21 +4%
CWG
2622
Cornerstone Wealth Group
North Carolina
$249K +$246K +501 New
HCM
2623
HMS Capital Management
Tennessee
$249K -$44.6K -91 -15%
AC
2624
Avenir Corporation
Virginia
$248K – – –
PFC
2625
Poplar Forest Capital
California
$248K – – –
103 104
105
106 107