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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
2676
Tarbox Family Office
California
$822K +$2.78K +3 +0.3%
CIAS
2677
CFS Investment Advisory Services
New Jersey
$821K +$97.4K +105 +13%
ML
2678
McAdam LLC
Pennsylvania
$821K +$134K +144 +19%
VBWMG
2679
Von Berge Wealth Management Group
California
$820K -$3.71K -4 -0.5%
SW
2680
Solidarity Wealth
Utah
$820K – – –
LA
2681
Lifeworks Advisors
Michigan
$820K +$10.2K +11 +1%
MAA
2682
Matrix Asset Advisors
New York
$819K +$325K +350 +64%
CGH
2683
CMG Global Holdings
Texas
$816K -$45.5K -49 -5%
DI
2684
Diligent Investors
California
$816K +$2.78K +3 +0.3%
CWM
2685
CCG Wealth Management
California
$813K -$28.8K -31 -3%
BWM
2686
BCS Wealth Management
Tennessee
$812K -$82.6K -89 -9%
CFO
2687
Collective Family Office
Pennsylvania
$812K -$23.2K -25 -3%
WAM
2688
Weinberger Asset Management
California
$811K -$1.86K -2 -0.2%
VW
2689
Vantage Wealth
California
$811K – – –
NCM
2690
New Capital Management
Texas
$810K – – –
RFW
2691
Rainier Family Wealth
Washington
$807K +$817K +881 New
LWM
2692
Liberty Wealth Management
California
$807K +$139K +150 +21%
PPH
2693
Pure Portfolios Holdings
Oregon
$806K -$13.9K -15 -2%
SCA
2694
Sulzberger Capital Advisors
Florida
$805K +$816K +879 New
MFG
2695
Menard Financial Group
Texas
$804K +$1.86K +2 +0.2%
SMG
2696
Smart Money Group
Texas
$803K +$39K +42 +5%
BWG
2697
Beta Wealth Group
California
$801K – – –
AFA
2698
AA Financial Advisors
Ohio
$801K +$71.4K +77 +10%
PSA
2699
Plum Street Advisors
Louisiana
$801K +$57.5K +62 +8%
BMWM
2700
Brown Miller Wealth Management
Virginia
$800K -$13.9K -15 -2%
106 107
108
109 110