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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2726
Total Clarity Wealth Management
Illinois
$874K +$271K +272 +41%
MWM
2727
MOR Wealth Management
Pennsylvania
$874K -$130K -130 -12%
BC
2728
Burnham & Co
Michigan
$874K +$931K +934 New
HA
2729
Helium Advisors
Washington
$874K +$7.97K +8 +0.9%
MAM
2730
McLean Asset Management
Virginia
$872K -$21.9K -22 -2%
CA
2731
Calton & Associates
Florida
$868K -$113K -113 -11%
RF
2732
Rossby Financial
Florida
$868K +$358K +359 +63%
LCWP
2733
Legacy Capital Wealth Partners
Arkansas
$865K +$41.8K +42 +5%
HVIA
2734
Hudson Valley Investment Advisors
New York
$864K -$97.6K -98 -10%
FFC
2735
First Financial Corp
Indiana
$864K -$9.96K -10 -1%
SSC
2736
Syverson Strege & Co
Iowa
$863K – – –
BHPW
2737
Box Hill Private Wealth
Arizona
$863K -$21.9K -22 -2%
FNB
2738
Farmers National Bank
Kentucky
$863K -$36.9K -37 -4%
CWP
2739
Curated Wealth Partners
California
$863K +$302K +303 +49%
PIM
2740
Provident Investment Management
Michigan
$861K – – –
PCFFS
2741
Pacific Center for Financial Services
California
$856K +$996 +1 +0.1%
VIA
2742
Victrix Investment Advisors
Florida
$856K -$9.96K -10 -1%
MWM
2743
MorganRosel Wealth Management
Colorado
$855K +$128K +128 +16%
SW
2744
Solidarity Wealth
Utah
$855K +$59.8K +60 +7%
PCM
2745
Poehling Capital Management
Wisconsin
$855K +$63.8K +64 +8%
LA
2746
Lifeworks Advisors
Michigan
$854K -$17.9K -18 -2%
AFM
2747
Anson Funds Management
Texas
$854K +$910K +913 New
RCM
2748
Requisite Capital Management
Texas
$852K -$245K -246 -21%
CMP
2749
Courage Miller Partners
Virginia
$851K – – –
HCWM
2750
Hidden Cove Wealth Management
Washington
$851K +$57.8K +58 +7%
108 109
110
111 112