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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2651
Winslow Asset Management
Ohio
$497K – – –
RB
2652
Renasant Bank
Mississippi
$497K -$4.28K -6 -0.9%
PWP
2653
Phillips Wealth Planners
Mississippi
$496K -$25K -35 -5%
IWA
2654
Inspirion Wealth Advisors
Illinois
$495K +$49.3K +69 +11%
OIM
2655
Oder Investment Management
California
$495K +$133K +187 +38%
AWM
2656
Aprio Wealth Management
Georgia
$494K +$163K +229 +51%
VFG
2657
V2 Financial group
Illinois
$494K +$17.1K +24 +4%
NRD
2658
Nebula Research & Development
New York
$494K +$92.1K +129 +24%
PFT
2659
Providence First Trust
Arizona
$493K +$480K +673 New
TSWM
2660
Tyler-Stone Wealth Management
Ohio
$493K -$22.1K -31 -4%
UWS
2661
Unique Wealth Strategies
Illinois
$491K +$479K +671 New
KFS
2662
Kaizen Financial Strategies
California
$491K +$248K +347 +107%
LFP
2663
Lakeshore Financial Planning
Michigan
$490K +$714 +1 +0.1%
CAM
2664
Concorde Asset Management
Michigan
$489K +$13.6K +19 +3%
UIA
2665
Ulland Investment Advisors
Minnesota
$489K +$30.7K +43 +7%
BWM
2666
Blossom Wealth Management
California
$489K -$2.14K -3 -0.4%
GWP
2667
Gen-Wealth Partners
Michigan
$489K +$476K +667 New
IPW
2668
Impact Partnership Wealth
Georgia
$488K +$11.4K +16 +2%
FA
2669
Financial Alternatives
California
$488K – – –
YWS
2670
Yarger Wealth Strategies
Ohio
$488K +$13.6K +19 +3%
1WM
2671
1900 Wealth Management
Texas
$486K -$85.7K -120 -15%
WPC
2672
White Pine Capital
Minnesota
$485K – – –
TIP
2673
Torray Investment Partners
Maryland
$485K -$143K -200 -23%
CCG
2674
Coastwise Capital Group
California
$484K -$67.8K -95 -13%
TW
2675
Towerpoint Wealth
California
$483K +$77.1K +108 +20%
105 106
107
108 109