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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2876
EdgeRock Capital
Colorado
$789K +$71.1K +73 +10%
EAM
2877
Empirical Asset Management
Massachusetts
$789K -$37.8M -38,785 -98%
BC
2878
BDFS Capital
Delaware
$788K +$1.95K +2 +0.3%
EI
2879
Ellevest Inc
New York
$787K -$35.1K -36 -4%
LWA
2880
Lantern Wealth Advisors
New York
$787K +$166K +170 +27%
1M
2881
1248 Management
Missouri
$787K – – –
KL
2882
KWMG LLC
Kansas
$786K -$7.8K -8 -1%
LWM
2883
LightSquare Wealth Management
Michigan
$786K +$768K +788 New
LI
2884
LifeWealth Investments
Florida
$785K -$136K -140 -15%
SPF
2885
South Plains Financial
Texas
$785K +$48.7K +50 +7%
ELM
2886
Elite Life Management
Florida
$784K +$36.1K +37 +5%
KCFA
2887
Key Client Fiduciary Advisors
New Jersey
$783K +$13.6K +14 +2%
MWM
2888
MorganRosel Wealth Management
Colorado
$783K -$250K -257 -25%
EIA
2889
Edgemoor Investment Advisors
Maryland
$783K – – –
HIS
2890
Horizon Investment Services
Indiana
$783K +$432K +443 +130%
FPH
2891
Financial Planning Hawaii
Hawaii
$783K -$24.4K -25 -3%
VCM
2892
Virtue Capital Management
Tennessee
$779K -$975 -1 -0.1%
CST
2893
Charles Schwab Trust
Nevada
$777K +$760K +780 New
WMA
2894
Wealth Management Associates
New Jersey
$777K – – –
IPAM
2895
Investment Partners Asset Management
New Jersey
$776K +$1.95K +2 +0.3%
TS
2896
Tamar Securities
California
$776K -$43.9K -45 -5%
TFM
2897
Trademark Financial Management
Minnesota
$776K -$20.5K -21 -3%
JCM
2898
Jacobsen Capital Management
Utah
$775K +$34.1K +35 +5%
MMCM
2899
Murphy & Mullick Capital Management
New York
$774K +$22.4K +23 +3%
CWMGP
2900
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$771K +$35.1K +36 +5%
114 115
116
117 118