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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2626
Solidarity Wealth
Utah
$849K +$24K +25 +3%
CCA
2627
Cadent Capital Advisors
Oklahoma
$848K +$116K +121 +15%
BFA
2628
Beacon Financial Advisory
Ohio
$848K -$56.6K -59 -6%
ACP
2629
Argyle Capital Partners
California
$847K +$74.8K +78 +9%
TFM
2630
TFC Financial Management
Massachusetts
$846K +$63.3K +66 +8%
FA
2631
Fiducient Advisors
Illinois
$846K +$876K +914 New
RCA
2632
Roberts Capital Advisors
Colorado
$842K -$873K -911 -50%
EA
2633
Eclectic Associates
California
$842K -$110K -115 -11%
EFSCE
2634
Enterprise Financial Services Corp (EFSC)
Missouri
$841K -$49.8K -52 -5%
BHPW
2635
Beverly Hills Private Wealth
California
$840K -$192K -200 -18%
CMP
2636
Courage Miller Partners
Virginia
$840K -$2.88K -3 -0.3%
DWG
2637
Darden Wealth Group
Michigan
$839K +$132K +138 +18%
PGAM
2638
Princeton Global Asset Management
New Jersey
$833K -$123K -128 -12%
PHS
2639
Pekin Hardy Strauss
Illinois
$833K +$20.1K +21 +2%
MAG
2640
M3 Advisory Group
Massachusetts
$831K +$11.5K +12 +1%
LWM
2641
Laidlaw Wealth Management
New York
$828K +$36.4K +38 +4%
TFO
2642
Tarbox Family Office
California
$827K +$959 +1 +0.1%
GFG
2643
Greystone Financial Group
Michigan
$821K +$177K +185 +26%
DIA
2644
Davidson Investment Advisors
Montana
$821K +$122K +127 +17%
MFG
2645
Menard Financial Group
Texas
$820K +$12.5K +13 +1%
PSA
2646
Plum Street Advisors
Louisiana
$820K – – –
MCM
2647
Mendel Capital Management
Arkansas
$820K +$76.7K +80 +10%
UW
2648
Unique Wealth
Florida
$819K -$35.5K -37 -4%
CAG
2649
Cypress Advisory Group
Arizona
$819K – – –
NCM
2650
New Capital Management
Texas
$818K – – –
104 105
106
107 108