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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2751
Castleview Partners
Texas
$363K +$267K +450 +450%
TWM
2752
Thrive Wealth Management
Pennsylvania
$363K +$4.74K +8 +1%
MAA
2753
Matrix Asset Advisors
New York
$361K -$5.93K -10 -2%
CRIG
2754
Charter Research & Investment Group
Connecticut
$361K – – –
CG
2755
Clifford Group
Massachusetts
$361K – – –
OWA
2756
Opal Wealth Advisors
New York
$360K +$4.15K +7 +1%
BAM
2757
Berkshire Asset Management
Pennsylvania
$360K +$324K +546 New
T
2758
TCWP
Ohio
$360K -$2.19M -3,702 -87%
NRD
2759
Nebula Research & Development
New York
$360K -$417K -703 -56%
AF
2760
Affiance Financial
Minnesota
$359K – – –
JJBC
2761
James J. Burns & Company
New York
$359K +$5.33K +9 +2%
PHS
2762
Pekin Hardy Strauss
Illinois
$358K -$11.9K -20 -4%
WIM
2763
Waycross Investment Management
Washington
$357K – – –
SFP
2764
Sweet Financial Partners
Minnesota
$355K +$17.8K +30 +6%
TCWM
2765
Total Clarity Wealth Management
Illinois
$355K +$59.9K +101 +23%
CCG
2766
Chatham Capital Group
Georgia
$355K – – –
EIA
2767
Edgemoor Investment Advisors
Maryland
$355K +$11.9K +20 +4%
MCIA
2768
Mountain Capital Investment Advisors
Colorado
$355K +$24.3K +41 +8%
ML
2769
McAdam LLC
Pennsylvania
$354K +$318K +537 New
EIG
2770
Ellenbecker Investment Group
Wisconsin
$354K +$7.71K +13 +2%
TC
2771
Truvestments Capital
Florida
$353K – – –
LWA
2772
Ledgewood Wealth Advisors
New Hampshire
$353K +$317K +535 New
CCB
2773
Cutter & Co Brokerage
Missouri
$353K +$593 +1 +0.2%
CA
2774
Calton & Associates
Florida
$352K +$316K +534 New
CE
2775
Cornerstone Enterprises
Wisconsin
$352K +$316K +533 New
109 110
111
112 113