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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2851
Triad Wealth Partners
Kansas
$659K +$667K +719 New
AWA
2852
ARQ Wealth Advisors
Arizona
$659K +$667K +719 New
EWM
2853
Elevatus Welath Management
New York
$659K +$142K +153 +27%
KL
2854
KWMG LLC
Kansas
$658K +$9.28K +10 +1%
TLCM
2855
Twin Lakes Capital Management
California
$658K – – –
PL
2856
Perpetual Ltd
Australia
$657K -$154K -166 -19%
SCA
2857
Sandy Cove Advisors
Massachusetts
$656K +$24.1K +26 +4%
AWM
2858
Aberdeen Wealth Management
Illinois
$656K -$134K -144 -17%
PAM
2859
Palisade Asset Management
Minnesota
$655K – – –
FFA
2860
Fragasso Financial Advisors
Pennsylvania
$655K -$70.5K -76 -10%
IIL
2861
Insight Inv LLC
California
$654K +$116K +125 +21%
RBWA
2862
RFG - Bristol Wealth Advisors
Massachusetts
$654K +$663K +714 New
WCP
2863
Wick Capital Partners
Pennsylvania
$654K -$152K -164 -19%
HI
2864
Hendershot Investments
Virginia
$653K – – –
CAG
2865
Centerpoint Advisory Group
Kansas
$653K +$662K +713 New
SFP
2866
Sterling Financial Planning
New Jersey
$653K -$466K -502 -41%
CM
2867
Cercano Management
Washington
$652K – – –
UIM
2868
Unified Investment Management
Georgia
$651K +$660K +711 New
FCT
2869
First Community Trust
Iowa
$650K – – –
PCM
2870
Polymer Capital Management
New York
$650K +$658K +709 New
APW
2871
Aurora Private Wealth
New Jersey
$649K +$5.57K +6 +0.9%
FWI
2872
Facet Wealth Inc
Maryland
$649K -$90K -97 -13%
BWG
2873
Boomfish Wealth Group
Georgia
$648K -$83.5K -90 -11%
SFWC
2874
Strategic Family Wealth Counselors
New Jersey
$648K +$120K +129 +22%
FM
2875
Family Management
New York
$647K +$928 +1 +0.1%
113 114
115
116 117