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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MEAC
2776
M.E. Allison & Co
Texas
$741K +$751K +809 New
FAFN
2777
First Affirmative Financial Network
Colorado
$741K +$79.8K +86 +12%
NL
2778
Navalign LLC
California
$739K +$41.8K +45 +6%
WWM
2779
Whalen Wealth Management
Nevada
$739K +$1.86K +2 +0.2%
KIM
2780
Kestra Investment Management
Texas
$737K +$108K +116 +17%
VC
2781
Veery Capital
Delaware
$733K -$4.64K -5 -0.6%
AF
2782
Alerus Financial
North Dakota
$733K +$928 +1 +0.1%
CCM
2783
Carlson Capital Management
Minnesota
$733K -$41.8K -45 -5%
WMA
2784
Wealth Management Associates
New Jersey
$732K – – –
MWA
2785
Medallion Wealth Advisors
Connecticut
$732K +$732K +789 New
AWM
2786
Austin Wealth Management
Texas
$730K -$11.1K -12 -2%
KCFA
2787
Key Client Fiduciary Advisors
New Jersey
$729K +$54.7K +59 +8%
MWG
2788
Martin Worley Group
Utah
$726K +$735K +792 New
HW
2789
Hamilton Wealth
California
$725K -$7.42K -8 -1%
CCM
2790
Chickasaw Capital Management
Tennessee
$724K – – –
EFMC
2791
Empire Financial Management Company
New York
$724K +$232K +250 +46%
PFM
2792
Peak Financial Management
Massachusetts
$723K +$7.42K +8 +1%
MPW
2793
MGO Private Wealth
California
$722K -$74.2K -80 -9%
VIP
2794
Vista Investment Partners
Oklahoma
$722K – – –
LWP
2795
LeClair Wealth Partners
Ohio
$722K +$731K +788 New
TC
2796
Trilogy Capital
California
$721K +$19.5K +21 +3%
OL
2797
Owen LaRue
Kentucky
$721K -$91.9K -99 -11%
TPW
2798
Transatlantique Private Wealth
New York
$720K -$150K -162 -17%
WCM
2799
WealthBridge Capital Management
Ohio
$719K +$38K +41 +6%
TC
2800
Taika Capital
Florida
$719K +$728K +785 New
110 111
112
113 114