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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2801
Southland Equity Partners
Missouri
$669K +$18.2K +19 +3%
CFO
2802
Collective Family Office
Pennsylvania
$669K -$12.5K -13 -2%
PCM
2803
Poehling Capital Management
Wisconsin
$669K +$19.2K +20 +3%
RCWM
2804
Royal Capital Wealth Management
Indiana
$668K – – –
SHWM
2805
Smith & Howard Wealth Management
Georgia
$668K -$274K -286 -28%
KAM
2806
Karani Asset Management
New York
$667K +$336K +351 +95%
KPWG
2807
KFA Private Wealth Group
Virginia
$667K +$58.5K +61 +9%
NP
2808
Ninepoint Partners
Ontario, Canada
$666K -$180K -188 -21%
GCM
2809
Graham Capital Management
Connecticut
$665K -$5.01M -5,223 -88%
OGF
2810
Orin Green Financial
California
$664K +$1.92K +2 +0.3%
CD
2811
Chapin Davis
Maryland
$664K -$65.2K -68 -9%
AWM
2812
Aberdeen Wealth Management
Illinois
$663K – – –
BAM
2813
BOS Asset Management
Illinois
$663K +$3.83K +4 +0.6%
VIA
2814
Victrix Investment Advisors
Florida
$663K – – –
PHWM
2815
Pine Harbor Wealth Management
Maryland
$662K +$181K +189 +36%
UIA
2816
Ulland Investment Advisors
Minnesota
$662K +$21.1K +22 +3%
OIM
2817
Oder Investment Management
California
$660K +$1.92K +2 +0.3%
KFI
2818
Key Financial Inc
Pennsylvania
$660K +$55.6K +58 +9%
CM
2819
Cercano Management
Washington
$659K – – –
T
2820
Tidemark
California
$659K +$39.3K +41 +6%
IAG
2821
Ipsen Advisor Group
Arkansas
$658K – – –
AC
2822
Asio Capital
Kentucky
$657K – – –
SGCA
2823
Steel Grove Capital Advisors
Tennessee
$657K – – –
FCT
2824
First Community Trust
Iowa
$656K – – –
LI
2825
LRI Investments
Florida
$656K +$4.79K +5 +0.7%
111 112
113
114 115