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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2751
Helium Advisors
Washington
$874K +$7.97K +8 +0.9%
MAM
2752
McLean Asset Management
Virginia
$872K -$21.9K -22 -2%
CA
2753
Calton & Associates
Florida
$868K -$113K -113 -11%
RF
2754
Rossby Financial
Florida
$868K +$358K +359 +63%
LCWP
2755
Legacy Capital Wealth Partners
Arkansas
$865K +$41.8K +42 +5%
HVIA
2756
Hudson Valley Investment Advisors
New York
$864K -$97.6K -98 -10%
FFC
2757
First Financial Corp
Indiana
$864K -$9.96K -10 -1%
SSC
2758
Syverson Strege & Co
Iowa
$863K – – –
BHPW
2759
Box Hill Private Wealth
Arizona
$863K -$21.9K -22 -2%
FNB
2760
Farmers National Bank
Kentucky
$863K -$36.9K -37 -4%
CWP
2761
Curated Wealth Partners
California
$863K +$302K +303 +49%
PIM
2762
Provident Investment Management
Michigan
$861K – – –
PCFFS
2763
Pacific Center for Financial Services
California
$856K +$996 +1 +0.1%
VIA
2764
Victrix Investment Advisors
Florida
$856K -$9.96K -10 -1%
MWM
2765
MorganRosel Wealth Management
Colorado
$855K +$128K +128 +16%
SW
2766
Solidarity Wealth
Utah
$855K +$59.8K +60 +7%
PCM
2767
Poehling Capital Management
Wisconsin
$855K +$63.8K +64 +8%
LA
2768
Lifeworks Advisors
Michigan
$854K -$17.9K -18 -2%
AFM
2769
Anson Funds Management
Texas
$854K +$910K +913 New
RCM
2770
Requisite Capital Management
Texas
$852K -$245K -246 -21%
CMP
2771
Courage Miller Partners
Virginia
$851K – – –
HCWM
2772
Hidden Cove Wealth Management
Washington
$851K +$57.8K +58 +7%
SFA
2773
Souders Financial Advisors
Ohio
$851K +$6.97K +7 +0.8%
AGWCA
2774
Annis Gardner Whiting Capital Advisors
Florida
$850K +$38.9K +39 +4%
TWM
2775
Tanager Wealth Management
United Kingdom
$850K -$67.8K -68 -7%
109 110
111
112 113