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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
2626
Savvy Advisors Inc
New York
$628K +$325K +416 +129%
BCP
2627
Berkeley Capital Partners
Georgia
$628K +$23.4K +30 +4%
NL
2628
Navalign LLC
California
$626K -$3.9K -5 -0.7%
SFPG
2629
Stonebridge Financial Planning Group
Florida
$625K +$125K +160 +28%
WF
2630
Whelan Financial
California
$624K +$33.6K +43 +6%
SWM
2631
Selective Wealth Management
Virginia
$624K -$4.68K -6 -0.8%
CAM
2632
Concorde Asset Management
Michigan
$622K +$49.2K +63 +9%
AC
2633
Asio Capital
Kentucky
$621K -$10.9K -14 -2%
APW
2634
Aurora Private Wealth
New Jersey
$621K +$14.8K +19 +3%
BAM
2635
BOCHK Asset Management
Hong Kong
$620K +$101K +130 +22%
ACA
2636
American Capital Advisory
Idaho
$620K -$121K -155 -14%
TW
2637
Traveka Wealth
California
$620K +$20.3K +26 +4%
GAM
2638
Garrison Asset Management
Arkansas
$617K -$10.9K -14 -2%
SW
2639
SkyOak Wealth
Michigan
$616K -$156K -200 -22%
TNB
2640
Thomasville National Bank
Georgia
$615K +$69.4K +89 +14%
FCM
2641
Firestone Capital Management
Florida
$615K – – –
RW
2642
RVW Wealth
California
$614K +$32.8K +42 +6%
IWA
2643
Inspirion Wealth Advisors
Illinois
$614K +$35.9K +46 +7%
KCM
2644
KRS Capital Management
Michigan
$613K -$74.1K -95 -12%
FCFC
2645
First Commonwealth Financial Corp
Pennsylvania
$612K +$562K +720 New
HP
2646
Hyperion Partners
Pennsylvania
$612K +$4.68K +6 +0.8%
QFA
2647
Quantum Financial Advisors
California
$611K +$19.5K +25 +4%
AGC
2648
Aspen Grove Capital
Colorado
$611K +$20.3K +26 +4%
TLCM
2649
Twin Lakes Capital Management
California
$610K – – –
LWM
2650
Lakeridge Wealth Management
Ohio
$609K +$3.12K +4 +0.6%
104 105
106
107 108