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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
2751
Prospect Financial Services
New York
$747K -$27.3K -28 -3%
NWMG
2752
National Wealth Management Group
Ohio
$747K -$450K -462 -37%
FCCM
2753
First City Capital Management
Georgia
$746K -$126K -129 -14%
PL
2754
Perpetual Ltd
Australia
$746K +$70.2K +72 +10%
PW
2755
Paladin Wealth
Minnesota
$745K +$81.9K +84 +12%
LWP
2756
LeClair Wealth Partners
Ohio
$745K – – –
AWM
2757
Abound Wealth Management
Tennessee
$744K +$9.75K +10 +1%
PFM
2758
Peak Financial Management
Massachusetts
$744K -$1.95K -2 -0.3%
ACP
2759
Aveo Capital Partners
Colorado
$743K -$915K -939 -56%
BMM
2760
Berkshire Money Management
Massachusetts
$743K +$154K +158 +25%
EA
2761
Emerald Advisers
Pennsylvania
$741K -$187K -192 -20%
RA
2762
Ruggaard & Associates
Ohio
$741K -$50.7K -52 -6%
KRW
2763
Kaufman Rossin Wealth
Florida
$741K +$244K +250 +47%
CWM
2764
Concentrum Wealth Management
California
$740K +$400K +410 +110%
TWP
2765
Triad Wealth Partners
Kansas
$739K +$61.4K +63 +9%
RA
2766
Rise Advisors
New York
$739K +$38K +39 +5%
TPW
2767
Transatlantique Private Wealth
New York
$738K -$5.85K -6 -0.8%
PTC
2768
Petrus Trust Company
Texas
$737K +$760K +779 New
PCM
2769
Penserra Capital Management
California
$736K -$372K -382 -33%
HW
2770
Hamilton Wealth
California
$732K -$16.6K -17 -2%
MPW
2771
MGO Private Wealth
California
$731K -$14.6K -15 -2%
WPW
2772
Warther Private Wealth
Ohio
$730K +$31.2K +32 +4%
TPCM
2773
Templeton & Phillips Capital Management
Tennessee
$729K – – –
CJ
2774
Caitlin John
Michigan
$728K -$1M -1,026 -57%
EFMC
2775
Empire Financial Management Company
New York
$728K -$19.5K -20 -3%
109 110
111
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