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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2776
Monument Capital Management
Virginia
$819K -$87.7K -88 -9%
KFS
2777
Kaizen Financial Strategies
California
$819K +$51.8K +52 +6%
KCP
2778
Kera Capital Partners
California
$818K -$72.7K -73 -8%
EV
2779
EJMK Ventures
Illinois
$818K -$236K -237 -21%
CAG
2780
Centerpoint Advisory Group
Kansas
$816K +$55.8K +56 +7%
AWM
2781
Affinity Wealth Management
Delaware
$816K -$86.7K -87 -9%
NCM
2782
New Capital Management
Texas
$813K +$6.97K +7 +0.8%
4WM
2783
49 Wealth Management
Texas
$813K +$615K +617 +245%
A
2784
Alongside
Texas
$813K +$866K +869 New
HC
2785
Hara Capital
Washington
$812K – – –
TA
2786
Tactive Advisors
Florida
$809K -$11K -11 -1%
DWM
2787
Dogwood Wealth Management
Kansas
$809K -$290K -291 -25%
AF
2788
Avanza Fonder
Sweden
$809K – – –
RLWM
2789
RF&L Wealth Management
Massachusetts
$809K – – –
APWA
2790
Atlas Private Wealth Advisors
New Jersey
$808K -$21.9K -22 -2%
AW
2791
Alchemi Wealth
Connecticut
$807K -$996 -1 -0.1%
SEP
2792
Southland Equity Partners
Missouri
$807K +$93.7K +94 +12%
G
2793
GenTrust
Florida
$806K -$55.8K -56 -6%
WC
2794
Weil Company
California
$806K – – –
SWM
2795
SilverOak Wealth Management
Minnesota
$803K +$94.7K +95 +12%
CWA
2796
Centennial Wealth Advisory
Michigan
$802K +$46.8K +47 +6%
BIA
2797
Bigelow Investment Advisors
Maine
$802K +$32.9K +33 +4%
LSA
2798
Leonteq Securities AG
Switzerland
$802K +$444K +446 +109%
NRI
2799
NFP Retirement Inc
California
$800K +$3.98K +4 +0.5%
CAM
2800
Councilmark Asset Management
Tennessee
$800K – – –
110 111
112
113 114