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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2876
Altrafin AG
$677K – – –
BWM
2877
BankPlus Wealth Management
Mississippi
$677K +$1.99K +2 +0.3%
HB
2878
Horizon Bancorp
Indiana
$676K +$219K +220 +48%
DWM
2879
Darwin Wealth Management
Florida
$675K +$164K +165 +32%
PAM
2880
Paradigm Asset Management
New York
$674K -$398K -400 -37%
RBWA
2881
RFG - Bristol Wealth Advisors
Massachusetts
$673K -$39.8K -40 -6%
AGWCA
2882
Annis Gardner Whiting Capital Advisors
Florida
$671K +$121K +122 +22%
FCM
2883
Fourpath Capital Management
Oklahoma
$670K +$2.98K +3 +0.4%
HHWM
2884
Hiley Hunt Wealth Management
Nebraska
$670K – – –
SH
2885
SLT Holdings
Arizona
$669K +$155K +156 +30%
RIP
2886
Reliant Investment Partners
North Carolina
$668K +$24.8K +25 +4%
ACG
2887
Allen Capital Group
Nebraska
$668K +$108K +109 +19%
GA
2888
Goldstein Advisors
Wisconsin
$667K -$132K -133 -16%
EE
2889
EWG Elevate
California
$667K +$994 +1 +0.1%
FA
2890
Financial Alternatives
California
$666K – – –
WSWA
2891
Warren Street Wealth Advisors
California
$666K +$69.6K +70 +12%
T
2892
Tidemark
California
$665K +$291K +293 +78%
PPC
2893
Park Place Capital
Alabama
$663K -$371K -373 -36%
BIA
2894
Bigelow Investment Advisors
Maine
$662K -$5.96K -6 -0.9%
HTWM
2895
Hartmann Taylor Wealth Management
Texas
$660K -$994 -1 -0.1%
JLBC
2896
J.L. Bainbridge & Co
Florida
$659K +$44.7K +45 +7%
TCM
2897
Tuttle Capital Management
Connecticut
$659K +$83.5K +84 +14%
TCM
2898
Tributary Capital Management
Nebraska
$658K -$19.9K -20 -3%
SGCA
2899
Steel Grove Capital Advisors
Tennessee
$657K – – –
CA
2900
Cambridge Advisors
Nebraska
$656K -$149K -150 -18%
114 115
116
117 118