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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2776
Arkos Global Advisors
Texas
$415K – – –
ZF
2777
Zega Financial
Florida
$415K +$7.85K +11 +2%
NDSI
2778
Newman Dignan & Sheerar Inc
Rhode Island
$414K -$3.57K -5 -0.9%
OBWG
2779
Onyx Bridge Wealth Group
New York
$413K +$7.14K +10 +2%
GA
2780
Gateway Advisory
New Jersey
$413K +$25.7K +36 +7%
SFWC
2781
Strategic Family Wealth Counselors
New Jersey
$412K -$1.43K -2 -0.4%
THL
2782
Tillman Hartley LLC
Colorado
$412K – – –
MAC
2783
Mason & Associates (California)
California
$412K +$714 +1 +0.2%
BIP
2784
Blue Investment Partners
California
$411K – – –
KFA
2785
Kelleher Financial Advisors
New York
$411K – – –
SEP
2786
Southland Equity Partners
Missouri
$411K +$7.14K +10 +2%
WFS
2787
Widmann Financial Services
Maryland
$410K +$714 +1 +0.2%
EBA
2788
Eagle Bay Advisors
New York
$410K +$87.1K +122 +28%
LAS
2789
LWM Advisory Services
Florida
$410K -$15K -21 -4%
AGWCA
2790
Annis Gardner Whiting Capital Advisors
Florida
$409K +$43.5K +61 +12%
ML
2791
McAdam LLC
Pennsylvania
$409K +$15K +21 +4%
IWP
2792
Invenio Wealth Partners
Florida
$408K +$32.8K +46 +9%
VNA
2793
Valley National Advisers
Pennsylvania
$407K +$37.1K +52 +10%
DI
2794
DAGCO Inc
Ohio
$406K -$22.8K -32 -5%
FNFDCM
2795
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$404K – – –
GWM
2796
Gray Wealth Management
Maine
$404K – – –
AF
2797
Affiance Financial
Minnesota
$404K +$5K +7 +1%
SWM
2798
StoneCrest Wealth Management
Arizona
$403K – – –
CWP
2799
Capital Wealth Planning
Florida
$402K -$385K -539 -50%
ETIA
2800
Epic Trust Investment Advisors
Washington
$402K +$23.6K +33 +6%
110 111
112
113 114