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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2701
Meridian Investment Counsel
California
$957K +$20.5K +21 +2%
FNB
2702
Farmers National Bank
Kentucky
$956K -$18.5K -19 -2%
AWM
2703
Affinity Wealth Management
Delaware
$955K +$26.3K +27 +3%
PP
2704
Pacifica Partners
Canada
$955K – – –
BCG
2705
Breakwater Capital Group
New Jersey
$955K +$4.87K +5 +0.5%
MQWP
2706
Morey & Quinn Wealth Partners
Nebraska
$954K +$95.5K +98 +11%
VC
2707
Veery Capital
Delaware
$953K – – –
AA
2708
Advisory Advocates
Michigan
$952K +$20.5K +21 +2%
AIS
2709
Advocate Investing Services
Maryland
$952K – – –
WEG
2710
World Equity Group
Illinois
$951K +$139K +143 +18%
IWA
2711
Inspirion Wealth Advisors
Illinois
$951K +$19.5K +20 +2%
CSWG
2712
Cardinal Strategic Wealth Guidance
Kentucky
$951K -$975 -1 -0.1%
BMWM
2713
Brown Miller Wealth Management
Virginia
$950K – – –
AFO
2714
Arrowroot Family Office
California
$949K +$14.6K +15 +2%
TL
2715
Tradewinds LLC
North Carolina
$946K – – –
KCP
2716
Kera Capital Partners
California
$944K +$267K +274 +41%
AAM
2717
Alphadyne Asset Management
New York
$943K +$922K +946 New
BWG
2718
Beta Wealth Group
California
$942K +$129K +132 +16%
BHPW
2719
Box Hill Private Wealth
Arizona
$941K +$1.95K +2 +0.2%
HP
2720
Holistic Planning
Texas
$941K +$8.77K +9 +1%
FCIM
2721
Fairview Capital Investment Management
California
$940K +$79.9K +82 +10%
CFMC
2722
Curbstone Financial Management Corp
New Hampshire
$939K +$29.2K +30 +3%
AIC
2723
Archer Investment Corporation
Indiana
$938K -$183K -188 -17%
GCA
2724
Gradient Capital Advisors
California
$937K +$1.95K +2 +0.2%
SPWM
2725
Spartan Planning & Wealth Management
North Carolina
$935K +$915K +939 New
107 108
109
110 111