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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2851
Sandbox Financial Partners
Maryland
$814K -$8.77K -9 -1%
CAG
2852
Centerpoint Advisory Group
Kansas
$813K -$9.74K -10 -1%
PGAM
2853
Princeton Global Asset Management
New Jersey
$813K -$18.5K -19 -2%
JJBC
2854
James J. Burns & Company
New York
$812K – – –
AFW
2855
Avantra Family Wealth
Pennsylvania
$812K -$48.7K -50 -6%
STA
2856
Shade Tree Advisors
New York
$811K +$975 +1 +0.1%
MWA
2857
MN Wealth Advisors
Kansas
$811K +$51.6K +53 +7%
GFG
2858
GR Financial Group
Arizona
$810K -$211K -217 -21%
EPIMS
2859
Evelyn Partners Investment Management Services
$810K -$179K -184 -18%
CWA
2860
Centennial Wealth Advisory
Michigan
$808K -$274K -281 -26%
WAM
2861
WNY Asset Management
New York
$807K +$789K +810 New
TFP
2862
TrueWealth Financial Partners
Washington
$805K +$787K +808 New
JC
2863
JB Capital
Connecticut
$804K -$106K -109 -12%
TDB
2864
Thompson David Blair
$803K -$66.3K -68 -8%
WAM
2865
Weinberger Asset Management
California
$803K -$164K -168 -17%
EWP
2866
Elevation Wealth Partners
California
$802K -$39K -40 -5%
TWM
2867
Thrive Wealth Management
Pennsylvania
$802K +$24.4K +25 +3%
OAG
2868
Oakmont Advisory Group
New Mexico
$801K +$78.9K +81 +11%
PSCM
2869
Per Stirling Capital Management
Texas
$800K +$41.9K +43 +6%
RTC
2870
Riverview Trust Company
Washington
$800K – – –
NRC
2871
New Republic Capital
North Carolina
$799K -$390K -400 -33%
WPW
2872
Winthrop Partners - WNY
New York
$796K – – –
RP
2873
Riverwater Partners
Wisconsin
$795K +$30.2K +31 +4%
BF
2874
Benchmark Financial
Delaware
$795K +$52.6K +54 +7%
BF
2875
Brucke Financial
Indiana
$791K +$341K +350 +79%
113 114
115
116 117