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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2826
Gilbert & Cook
Iowa
$225K -$48.6K -88 -18%
HAS
2827
HBW Advisory Services
California
$225K +$220K +398 New
NRC
2828
New Republic Capital
North Carolina
$224K -$17.7K -32 -7%
SXL
2829
Summit X LLC
Missouri
$224K -$1.27M -2,299 -85%
RPGK
2830
Retirement Planning Group (Kansas)
Kansas
$223K -$5.52K -10 -2%
FS
2831
Ferguson Shapiro
Georgia
$223K – – –
GWM
2832
GDS Wealth Management
Texas
$223K +$217K +394 New
MWP
2833
Meridian Wealth Partners
Pennsylvania
$222K +$4.97K +9 +2%
SR
2834
Syntax Research
Florida
$221K +$216K +392 New
APW
2835
Austin Private Wealth
Texas
$221K +$6.62K +12 +3%
SMG
2836
Smart Money Group
Texas
$221K +$216K +392 New
SPC
2837
Stewart & Patten Company
California
$221K – – –
CCM
2838
Compass Capital Management
Minnesota
$220K – – –
LW
2839
Libra Wealth
California
$220K – – –
BWS
2840
Buck Wealth Strategies
Colorado
$220K +$60.2K +109 +39%
CFS
2841
CGC Financial Services
Oregon
$220K -$76.7K -139 -26%
MIAS
2842
Mason Investment Advisory Services
Virginia
$220K – – –
AWA
2843
Archvest Wealth Advisors
California
$219K – – –
GWM
2844
GoalFusion Wealth Management
Texas
$219K – – –
KBC
2845
Key Bridge Compliance
$219K +$214K +388 New
WAS
2846
Wealth Advisory Solutions
Indiana
$219K +$214K +388 New
PD
2847
Planning Directions
Pennsylvania
$219K – – –
DCM
2848
DGS Capital Management
New Jersey
$219K +$214K +387 New
BWM
2849
Birchcreek Wealth Management
Ohio
$218K +$213K +386 New
CWA
2850
Consilio Wealth Advisors
Washington
$217K +$212K +384 New
112 113
114
115 116