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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TIP
2676
Tandem Investment Partners
New Jersey
$819K -$85.8K -88 -9%
AWA
2677
Amplius Wealth Advisors
Pennsylvania
$819K +$10.7K +11 +1%
VBWMG
2678
Von Berge Wealth Management Group
California
$818K +$975 +1 +0.1%
AFW
2679
Avantra Family Wealth
Pennsylvania
$818K – – –
CPW
2680
Catalyst Private Wealth
California
$816K +$1.95K +2 +0.2%
MWA
2681
Medallion Wealth Advisors
Connecticut
$814K +$65.3K +67 +8%
VC
2682
Veery Capital
Delaware
$811K +$56.5K +58 +7%
RCA
2683
Ranch Capital Advisors
Florida
$811K +$14.6K +15 +2%
RS
2684
Retirement Solution
Washington
$809K +$181K +186 +28%
TFM
2685
TFC Financial Management
Massachusetts
$809K -$51.7K -53 -6%
NWAG
2686
Net Worth Advisory Group
Utah
$809K -$130K -133 -13%
PPH
2687
Pure Portfolios Holdings
Oregon
$808K -$23.4K -24 -3%
MCM
2688
Monarch Capital Management
Indiana
$807K -$975 -1 -0.1%
PIMG
2689
Patriot Investment Management Group
Tennessee
$806K – – –
VW
2690
Vantage Wealth
California
$806K -$32.2K -33 -4%
TNB
2691
Thomasville National Bank
Georgia
$804K +$17.5K +18 +2%
MCM
2692
Monument Capital Management
Virginia
$804K +$26.3K +27 +3%
PWW
2693
Pettyjohn Wood & White
Virginia
$804K – – –
WKSWA
2694
White Knight Strategic Wealth Advisors
New Jersey
$803K -$962K -987 -54%
MHC
2695
May Hill Capital
Massachusetts
$801K +$7.8K +8 +1%
DCM
2696
DGS Capital Management
New Jersey
$800K +$69.2K +71 +9%
KCFA
2697
Key Client Fiduciary Advisors
New Jersey
$797K +$45.8K +47 +6%
TS
2698
Tamar Securities
California
$796K +$4.88K +5 +0.6%
WC
2699
Weil Company
California
$796K +$9.75K +10 +1%
BCP
2700
Berkeley Capital Partners
Georgia
$795K +$29.2K +30 +4%
106 107
108
109 110