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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
UI
2626
Unconventional Investor
New Hampshire
$286K – – –
AAM
2627
Alphadyne Asset Management
New York
$286K +$269K +532 New
MWA
2628
Martel Wealth Advisors
Washington
$285K -$8.1K -16 -3%
MPM
2629
Meritage Portfolio Management
Kansas
$285K -$22.3K -44 -8%
CFS
2630
CGC Financial Services
Oregon
$285K +$268K +529 New
RA
2631
Rise Advisors
New York
$284K -$8.1K -16 -3%
CWA
2632
Centennial Wealth Advisory
Michigan
$284K +$2.53K +5 +1%
PSF
2633
Pacific Sun Financial
California
$283K +$288K +569 New
IIL
2634
Insight Inv LLC
California
$283K -$6.07K -12 -2%
VAM
2635
Verity Asset Management
North Carolina
$281K -$91.1K -180 -26%
SAM
2636
Secure Asset Management
Michigan
$281K -$1.52K -3 -0.6%
W
2637
Wealthquest
Ohio
$280K – – –
BFS
2638
Beacon Financial Strategies
North Carolina
$280K +$16.7K +33 +7%
DWMG
2639
DB Wealth Management Group
California
$279K -$1.01K -2 -0.4%
AIM
2640
Acropolis Investment Management
Missouri
$279K +$2.53K +5 +1%
PFA
2641
Petra Financial Advisors
Colorado
$279K +$18.2K +36 +7%
WLPWM
2642
Walled Lake Planning & Wealth Management
Illinois
$279K +$506 +1 +0.2%
TA
2643
Tactive Advisors
Florida
$277K +$506 +1 +0.2%
MA
2644
MAS Advisors
Florida
$277K +$1.01K +2 +0.4%
JBA
2645
Johnson Bixby & Associates
Washington
$277K – – –
WCM
2646
Wealthcare Capital Management
Virginia
$277K +$260K +514 New
GAG
2647
Goodman Advisory Group
Massachusetts
$276K – – –
WAG
2648
Winthrop Advisory Group
Massachusetts
$275K +$259K +511 New
RA
2649
Rodgers & Associates
Pennsylvania
$275K – – –
BHWM
2650
Beaird Harris Wealth Management
Texas
$274K +$6.58K +13 +3%
104 105
106
107 108