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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2626
CM Wealth Advisors
Ohio
$296K +$276K +500 New
SEP
2627
Southland Equity Partners
Missouri
$296K +$12.7K +23 +5%
EIG
2628
Ellenbecker Investment Group
Wisconsin
$295K -$33.1K -60 -10%
LCWP
2629
Legacy Capital Wealth Partners
Arkansas
$295K +$288K +522 New
IWP
2630
Invenio Wealth Partners
Florida
$294K +$23.7K +43 +9%
VC
2631
Vicus Capital
Pennsylvania
$294K +$19.3K +35 +7%
DWMG
2632
DB Wealth Management Group
California
$293K – – –
WLPWM
2633
Walled Lake Planning & Wealth Management
Illinois
$293K +$552 +1 +0.2%
EIA
2634
Edgemoor Investment Advisors
Maryland
$293K -$55.2K -100 -16%
BWM
2635
Baystate Wealth Management
Massachusetts
$292K +$38.1K +69 +15%
WF
2636
Whelan Financial
California
$292K +$38.6K +70 +16%
MA
2637
MAS Advisors
Florida
$291K – – –
CAGAS
2638
Capital Advisory Group Advisory Services
Minnesota
$291K +$284K +515 New
JBA
2639
Johnson Bixby & Associates
Washington
$291K – – –
RA
2640
Rodgers & Associates
Pennsylvania
$290K +$1.1K +2 +0.4%
HC
2641
Hamilton Capital
Ohio
$289K +$29.3K +53 +12%
IF
2642
IRON Financial
Illinois
$289K +$283K +512 New
SCA
2643
Stonebridge Capital Advisors
Minnesota
$289K -$17.1K -31 -6%
AIM
2644
Acropolis Investment Management
Missouri
$289K -$4.42K -8 -2%
SWM
2645
Seed Wealth Management
Illinois
$287K – – –
SFP
2646
Sweet Financial Partners
Minnesota
$287K -$1.55M -2,812 -85%
PC
2647
Port Capital
Illinois
$286K -$16.6K -30 -6%
PFA
2648
Pathway Financial Advisers
Indiana
$286K +$279K +506 New
MCIA
2649
Mountain Capital Investment Advisors
Colorado
$286K -$16K -29 -6%
VAG
2650
VisionPoint Advisory Group
Texas
$285K +$279K +505 New
104 105
106
107 108