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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
2676
Pacific Capital Wealth Advisors
California
$978K -$7.8K -8 -0.8%
AWP
2677
Accretive Wealth Partners
New Jersey
$978K +$462K +474 +93%
PIA
2678
Pinion Investment Advisors
Kansas
$976K -$147K -151 -13%
PSP
2679
Principal Street Partners
Tennessee
$975K -$975 -1 -0.1%
IF
2680
Integrity Financial
Wyoming
$974K -$40.9K -42 -4%
TWM
2681
Tanager Wealth Management
United Kingdom
$974K +$15.6K +16 +2%
VWM
2682
Valley Wealth Managers
New Jersey
$972K -$36.1K -37 -4%
CTC
2683
Cetera Trust Company
Minnesota
$971K -$24.4K -25 -3%
NDBT
2684
North Dallas Bank & Trust
Texas
$967K – – –
KIM
2685
Kestra Investment Management
Texas
$964K -$376K -386 -29%
RLIM
2686
Red Lighthouse Investment Management
New York
$964K +$942K +967 New
WIM
2687
Waycross Investment Management
Washington
$963K +$975 +1 +0.1%
CAM
2688
Clark Asset Management
New Hampshire
$963K +$170K +174 +22%
MCM
2689
Mendel Capital Management
Arkansas
$962K +$941K +966 New
MF
2690
Magnetar Financial
Illinois
$962K -$200K -205 -18%
TFA
2691
Trinity Financial Advisors
Ohio
$962K -$3.9K -4 -0.4%
MCM
2692
Morton Capital Management
California
$961K -$158K -162 -14%
GWM
2693
Goldenstone Wealth Management
California
$961K +$7.8K +8 +0.8%
MCM
2694
Monument Capital Management
Virginia
$961K +$159K +163 +20%
MWS
2695
MFA Wealth Services
California
$959K -$7.8K -8 -0.8%
MAA
2696
Mraz Amerine & Associates
California
$959K – – –
UW
2697
Unique Wealth
Florida
$958K +$75K +77 +9%
LWM
2698
LJI Wealth Management
Indiana
$958K – – –
TCOTS
2699
Trust Company of the South
North Carolina
$958K +$218K +224 +30%
BMC
2700
Bear Mountain Capital
Washington
$957K -$41.9K -43 -4%
106 107
108
109 110