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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ITFISA
2826
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$330K -$237K -400 -44%
AC
2827
Avenir Corporation
Virginia
$330K – – –
PFC
2828
Poplar Forest Capital
California
$330K – – –
PIM
2829
Provident Investment Management
Michigan
$330K – – –
VWA
2830
VERITY Wealth Advisors
United States
$330K – – –
E3F
2831
Eight 31 Financial
Texas
$330K +$296K +500 New
SDAM
2832
Shulman DeMeo Asset Management
New York
$330K +$27.9K +47 +10%
GWM
2833
Greenhouse Wealth Management
Connecticut
$329K – – –
JLBC
2834
J.L. Bainbridge & Co
Florida
$329K – – –
BHWM
2835
Beaird Harris Wealth Management
Texas
$328K +$3.56K +6 +1%
VFPW
2836
Vantage Financial Partners (Wisconsin)
Wisconsin
$328K +$294K +496 New
W
2837
WealthCollab
Washington
$327K +$294K +496 New
LCWP
2838
Legacy Capital Wealth Partners
Arkansas
$327K -$15.4K -26 -5%
W
2839
Wealthquest
Ohio
$327K -$27.9K -47 -9%
SWM
2840
Shelton Wealth Management
Texas
$326K +$293K +494 New
SM
2841
Sensible Money
Arizona
$326K +$52.2K +88 +22%
CWP
2842
Curated Wealth Partners
California
$325K -$593 -1 -0.2%
SF
2843
Schaeffer Financial
Maryland
$325K +$292K +493 New
RFG
2844
REAP Financial Group
Texas
$324K +$291K +491 New
HI
2845
Hoey Investments
Pennsylvania
$324K +$8.89K +15 +3%
PFA
2846
Pathway Financial Advisers
Indiana
$323K -$9.48K -16 -3%
FFA
2847
Fortune Financial Advisors
Kansas
$323K – – –
GP
2848
Geneva Partners
Wisconsin
$323K +$290K +489 New
HC
2849
Hamilton Capital
Ohio
$323K -$13.6K -23 -4%
OIM
2850
Oder Investment Management
California
$322K – – –
112 113
114
115 116