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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2751
American Capital Advisory
Idaho
$765K +$25.4K +28 +3%
CCM
2752
Canal Capital Management
Virginia
$764K +$16.3K +18 +2%
PSA
2753
Plum Street Advisors
Louisiana
$764K – – –
FWA
2754
Fulcrum Wealth Advisors
Washington
$764K +$803K +886 New
CAG
2755
Cypress Advisory Group
Arizona
$763K – – –
CCM
2756
Capstone Capital Management
$763K +$802K +885 New
AGA
2757
Arkos Global Advisors
Texas
$763K +$80.7K +89 +11%
LC
2758
Lavelle Capital
California
$763K +$801K +884 New
UW
2759
Unique Wealth
Florida
$763K -$906 -1 -0.1%
EHAM
2760
Eagle Harbor Asset Management
Washington
$761K -$55.3K -61 -6%
GSIAS
2761
Garden State Investment Advisory Services
New Jersey
$760K -$148K -163 -16%
WKSWA
2762
White Knight Strategic Wealth Advisors
New Jersey
$759K +$208K +229 +35%
PCM
2763
Permanent Capital Management
Illinois
$758K -$58.9K -65 -7%
LCWP
2764
Legacy Capital Wealth Partners
Arkansas
$758K +$5.44K +6 +0.7%
RCA
2765
Ranch Capital Advisors
Florida
$756K +$10.9K +12 +1%
GS
2766
GWN Securities
Florida
$756K -$40.8K -45 -5%
AFG
2767
Altiora Financial Group
Ohio
$755K – – –
TFO
2768
Tarbox Family Office
California
$754K -$17.2K -19 -2%
TDB
2769
Thompson David Blair
$754K +$792K +874 New
CGH
2770
CMG Global Holdings
Texas
$751K -$14.5K -16 -2%
SAW
2771
Signal Advisors Wealth
Michigan
$751K +$59.8K +66 +8%
SW
2772
Solidarity Wealth
Utah
$750K -$42.6K -47 -5%
BCM
2773
Bannerstone Capital Management
Minnesota
$749K +$787K +869 New
CFG
2774
Capital Financial Group
Colorado
$749K +$787K +869 New
OWM
2775
OneAscent Wealth Management
Alabama
$747K -$6.34K -7 -0.8%
109 110
111
112 113