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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PIAS
2626
PCA Investment Advisory Services
Ohio
$442K +$11.3K +19 +3%
LFP
2627
Lakeshore Financial Planning
Michigan
$440K +$593 +1 +0.2%
FA
2628
Financial Alternatives
California
$440K +$395K +666 New
MPW
2629
MGO Private Wealth
California
$438K +$113K +191 +40%
B
2630
Bridgeworth
Alabama
$437K +$4.15K +7 +1%
TS
2631
Tamar Securities
California
$437K -$11.9K -20 -3%
WRPWM
2632
Werba Rubin Papier Wealth Management
California
$436K -$1.78K -3 -0.5%
WHC
2633
Wulff, Hansen & Co
California
$436K -$3.61M -6,092 -90%
HCP
2634
Holt Capital Partners
Texas
$435K – – –
AAG
2635
Armstrong Advisory Group
Massachusetts
$433K +$14.8K +25 +4%
HCM
2636
Hutchinson Capital Management
California
$433K -$27.3K -46 -7%
DWG
2637
Darden Wealth Group
Michigan
$432K +$379K +640 New
4WM
2638
49 Wealth Management
Texas
$432K +$388K +654 New
BPFA
2639
Barnes Pettey Financial Advisors
Mississippi
$431K +$1.78K +3 +0.5%
VPP
2640
Vertex Planning Partners
Illinois
$430K +$33.8K +57 +10%
VFG
2641
V2 Financial group
Illinois
$429K – – –
IPW
2642
Impact Partnership Wealth
Georgia
$429K +$318K +537 +475%
CAM
2643
Concorde Asset Management
Michigan
$428K +$11.9K +20 +3%
LF
2644
Lantz Financial
Illinois
$428K +$15.4K +26 +4%
SWM
2645
Soundmark Wealth Management
Washington
$428K – – –
YWS
2646
Yarger Wealth Strategies
Ohio
$427K +$2.96K +5 +0.8%
GC
2647
Gibson Capital
Pennsylvania
$426K +$99.6K +168 +35%
SFM
2648
Signet Financial Management
New Jersey
$423K -$5.33K -9 -1%
UW
2649
Unique Wealth
Florida
$423K -$18.4K -31 -5%
WAM
2650
Walker Asset Management
Missouri
$422K +$379K +639 New
104 105
106
107 108