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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2601
Blalock Williams
Alabama
$967K -$33.8K -34 -3%
WIM
2602
Waycross Investment Management
Washington
$966K -$2.98K -3 -0.3%
BFA
2603
Beacon Financial Advisory
Ohio
$965K +$170K +171 +21%
EI
2604
Ellevest Inc
New York
$962K -$10.9K -11 -1%
RLIM
2605
Red Lighthouse Investment Management
New York
$961K +$3.98K +4 +0.4%
PWM
2606
Prosperity Wealth Management
California
$961K +$965K +971 New
PWP
2607
Prasad Wealth Partners
Ohio
$960K +$257K +259 +36%
NA
2608
Nestegg Advisors
New York
$960K – – –
OCPWS
2609
One Charles Private Wealth Services
Massachusetts
$958K +$994 +1 +0.1%
IAG
2610
Investmark Advisory Group
Connecticut
$957K +$994 +1 +0.1%
OHWA
2611
Oak Hill Wealth Advisors
Virginia
$956K – – –
CWA
2612
Centennial Wealth Advisory
Michigan
$956K +$64.6K +65 +7%
SFC
2613
Strategic Financial Concepts
Texas
$955K -$30.8K -31 -3%
MAM
2614
McLean Asset Management
Virginia
$954K +$34.8K +35 +4%
LWM
2615
LJI Wealth Management
Indiana
$951K -$6.96K -7 -0.7%
EFSCE
2616
Enterprise Financial Services Corp (EFSC)
Missouri
$951K +$89.5K +90 +10%
BMC
2617
Bear Mountain Capital
Washington
$950K +$994 +1 +0.1%
ACA
2618
American Capital Advisory
Idaho
$949K +$3.98K +4 +0.4%
WFMPM
2619
Woodley Farra Manion Portfolio Management
Indiana
$949K +$3.98K +4 +0.4%
VC
2620
Veery Capital
Delaware
$948K +$99.4K +100 +12%
AFG
2621
Altiora Financial Group
Ohio
$947K – – –
EWP
2622
Elevation Wealth Partners
California
$946K – – –
IF
2623
Integrity Financial
Wyoming
$944K +$8.95K +9 +1%
NDBT
2624
North Dallas Bank & Trust
Texas
$944K +$948K +954 New
BAG
2625
Bridgewealth Advisory Group
California
$944K +$636K +640 +204%
103 104
105
106 107