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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2626
Seed Wealth Management
Illinois
$232K +$249K +509 New
OFG
2627
Omega Financial Group
California
$231K +$9.77K +20 +4%
CNAM
2628
Campbell Newman Asset Management
Wisconsin
$231K – – –
AIM
2629
Acropolis Investment Management
Missouri
$230K -$5.38K -11 -2%
MS
2630
Madden Securities
Texas
$229K – – –
RWM
2631
Raffa Wealth Management
District of Columbia
$229K – – –
ACM
2632
Acrisure Capital Management
Texas
$229K +$245K +502 New
PCM
2633
Penserra Capital Management
California
$229K -$80.1K -164 -25%
AWA
2634
Archvest Wealth Advisors
California
$228K – – –
ACG
2635
Allen Capital Group
Nebraska
$228K +$244K +500 New
CWA
2636
CM Wealth Advisors
Ohio
$228K -$7.66M -15,677 -97%
AC
2637
Avenir Corporation
Virginia
$228K -$24.4K -50 -9%
PFC
2638
Poplar Forest Capital
California
$228K – – –
SCP
2639
Syntal Capital Partners
Texas
$228K – – –
VWA
2640
VERITY Wealth Advisors
United States
$228K – – –
SA
2641
Sicart Associates
New York
$228K +$244K +500 New
AGA
2642
Arkos Global Advisors
Texas
$228K -$3.42K -7 -1%
WCM
2643
Wunderlich Capital Managemnt
Tennessee
$228K – – –
JLBC
2644
J.L. Bainbridge & Co
Florida
$227K +$15.6K +32 +7%
WA
2645
Wealthstream Advisors
New York
$227K -$9.77K -20 -4%
GWM
2646
Greenhouse Wealth Management
Connecticut
$226K +$12.7K +26 +6%
PP
2647
PrairieView Partners
Minnesota
$226K – – –
VFP
2648
Verus Financial Partners
Virginia
$225K -$32.3K -66 -13%
KFI
2649
Key Financial Inc
Pennsylvania
$225K – – –
VBWMG
2650
Von Berge Wealth Management Group
California
$224K – – –
104 105
106
107 108