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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2826
Avenir Corporation
Virginia
$330K – – –
PFC
2827
Poplar Forest Capital
California
$330K – – –
PIM
2828
Provident Investment Management
Michigan
$330K – – –
VWA
2829
VERITY Wealth Advisors
United States
$330K – – –
E3F
2830
Eight 31 Financial
Texas
$330K +$296K +500 New
SDAM
2831
Shulman DeMeo Asset Management
New York
$330K +$27.9K +47 +10%
GWM
2832
Greenhouse Wealth Management
Connecticut
$329K – – –
JLBC
2833
J.L. Bainbridge & Co
Florida
$329K – – –
BHWM
2834
Beaird Harris Wealth Management
Texas
$328K +$3.56K +6 +1%
VFPW
2835
Vantage Financial Partners (Wisconsin)
Wisconsin
$328K +$294K +496 New
W
2836
WealthCollab
Washington
$327K +$294K +496 New
LCWP
2837
Legacy Capital Wealth Partners
Arkansas
$327K -$15.4K -26 -5%
W
2838
Wealthquest
Ohio
$327K -$27.9K -47 -9%
SWM
2839
Shelton Wealth Management
Texas
$326K +$293K +494 New
SM
2840
Sensible Money
Arizona
$326K +$52.2K +88 +22%
CWP
2841
Curated Wealth Partners
California
$325K -$593 -1 -0.2%
SF
2842
Schaeffer Financial
Maryland
$325K +$292K +493 New
RFG
2843
REAP Financial Group
Texas
$324K +$291K +491 New
HI
2844
Hoey Investments
Pennsylvania
$324K +$8.89K +15 +3%
PFA
2845
Pathway Financial Advisers
Indiana
$323K -$9.48K -16 -3%
FFA
2846
Fortune Financial Advisors
Kansas
$323K – – –
GP
2847
Geneva Partners
Wisconsin
$323K +$290K +489 New
HC
2848
Hamilton Capital
Ohio
$323K -$13.6K -23 -4%
OIM
2849
Oder Investment Management
California
$322K – – –
MCP
2850
Martin Capital Partners
Oregon
$320K -$2.37K -4 -0.8%
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114
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