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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2826
Mindset Wealth Management
Indiana
$719K +$2.98K +3 +0.4%
SW
2827
SkyOak Wealth
Michigan
$718K – – –
WA
2828
Westfuller Advisors
New York
$717K +$313K +315 +77%
LCGC
2829
Legacy Capital Group California
California
$716K +$9.94K +10 +1%
PTC
2830
Philadelphia Trust Company
Pennsylvania
$715K +$99.4K +100 +16%
RCWM
2831
Royal Capital Wealth Management
Indiana
$714K – – –
AC
2832
AXQ Capital
New Jersey
$713K +$716K +720 New
AWM
2833
Aberdeen Wealth Management
Illinois
$709K – – –
VIA
2834
Victrix Investment Advisors
Florida
$709K +$30.8K +31 +5%
OGF
2835
Orin Green Financial
California
$708K +$36.8K +37 +5%
EA
2836
Echo45 Advisors
California
$706K -$8.95K -9 -1%
LWM
2837
Lakeridge Wealth Management
Ohio
$705K -$994 -1 -0.1%
VP
2838
Verum Partners
North Carolina
$705K +$85.5K +86 +14%
SFP
2839
Sterling Financial Planning
New Jersey
$705K -$13.9K -14 -2%
OIM
2840
Oder Investment Management
California
$705K +$1.99K +2 +0.3%
CM
2841
Cercano Management
Washington
$705K -$1.27M -1,273 -64%
BAM
2842
BOS Asset Management
Illinois
$705K -$1.99K -2 -0.3%
IAG
2843
Ipsen Advisor Group
Arkansas
$704K +$707K +711 New
AC
2844
Asio Capital
Kentucky
$703K -$18.9K -19 -3%
TM
2845
TigerOak Management
New Mexico
$703K – – –
FCT
2846
First Community Trust
Iowa
$702K – – –
CYG
2847
Clean Yield Group
Vermont
$698K -$5.96K -6 -0.8%
WPC
2848
White Pine Capital
Minnesota
$698K – – –
LI
2849
LRI Investments
Florida
$697K -$41.7K -42 -6%
SEP
2850
Southland Equity Partners
Missouri
$697K +$50.7K +51 +8%
112 113
114
115 116