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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2601
Ellevest Inc
New York
$962K -$10.9K -11 -1%
RLIM
2602
Red Lighthouse Investment Management
New York
$961K +$3.98K +4 +0.4%
PWM
2603
Prosperity Wealth Management
California
$961K +$965K +971 New
PWP
2604
Prasad Wealth Partners
Ohio
$960K +$257K +259 +36%
NA
2605
Nestegg Advisors
New York
$960K – – –
OCPWS
2606
One Charles Private Wealth Services
Massachusetts
$958K +$994 +1 +0.1%
IAG
2607
Investmark Advisory Group
Connecticut
$957K +$994 +1 +0.1%
OHWA
2608
Oak Hill Wealth Advisors
Virginia
$956K – – –
CWA
2609
Centennial Wealth Advisory
Michigan
$956K +$64.6K +65 +7%
SFC
2610
Strategic Financial Concepts
Texas
$955K -$30.8K -31 -3%
MAM
2611
McLean Asset Management
Virginia
$954K +$34.8K +35 +4%
LWM
2612
LJI Wealth Management
Indiana
$951K -$6.96K -7 -0.7%
EFSCE
2613
Enterprise Financial Services Corp (EFSC)
Missouri
$951K +$89.5K +90 +10%
BMC
2614
Bear Mountain Capital
Washington
$950K +$994 +1 +0.1%
ACA
2615
American Capital Advisory
Idaho
$949K +$3.98K +4 +0.4%
WFMPM
2616
Woodley Farra Manion Portfolio Management
Indiana
$949K +$3.98K +4 +0.4%
VC
2617
Veery Capital
Delaware
$948K +$99.4K +100 +12%
AFG
2618
Altiora Financial Group
Ohio
$947K – – –
EWP
2619
Elevation Wealth Partners
California
$946K – – –
IF
2620
Integrity Financial
Wyoming
$944K +$8.95K +9 +1%
NDBT
2621
North Dallas Bank & Trust
Texas
$944K +$948K +954 New
BAG
2622
Bridgewealth Advisory Group
California
$944K +$636K +640 +204%
AWG
2623
Altus Wealth Group
Colorado
$942K -$2.98K -3 -0.3%
ABWM
2624
Alpine Bank Wealth Management
Colorado
$942K +$40.8K +41 +5%
TA
2625
Tactive Advisors
Florida
$942K +$945K +951 New
103 104
105
106 107