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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
2901
LGT Fund Management
Liechtenstein
$654K +$181K +200 +36%
RA
2902
Rise Advisors
New York
$654K -$23.6K -26 -3%
SPI
2903
Strategic Planning Inc
Ohio
$654K – – –
APW
2904
Austin Private Wealth
Texas
$651K -$18.1K -20 -3%
MMCM
2905
Murphy & Mullick Capital Management
New York
$651K +$74.3K +82 +12%
FCM
2906
Firestone Capital Management
Florida
$649K +$6.34K +7 +0.9%
GHAM
2907
Gilman Hill Asset Management
Connecticut
$649K +$48.9K +54 +8%
WWM
2908
WJ Wealth Management
Arizona
$648K – – –
SFC
2909
Swisher Financial Concepts
Ohio
$648K +$19K +21 +3%
CP
2910
Clarendon Private
Massachusetts
$647K -$34.4K -38 -5%
ACM
2911
AUA Capital Management
Pennsylvania
$647K – – –
LWP
2912
LeClair Wealth Partners
Ohio
$645K -$19K -21 -3%
TFA
2913
Tobias Financial Advisors
Florida
$644K -$411K -454 -38%
AIA
2914
AIMZ Investment Advisors
California
$642K – – –
BF
2915
Benchmark Financial
Delaware
$641K +$673K +743 New
JCM
2916
Jacobsen Capital Management
Utah
$641K -$20.8K -23 -3%
SWM
2917
Selective Wealth Management
Virginia
$639K -$129K -142 -18%
AGC
2918
Aspen Grove Capital
Colorado
$638K -$2.72K -3 -0.4%
SA
2919
Scarborough Advisors
Maryland
$637K +$2.72K +3 +0.4%
MCM
2920
McRae Capital Management
New Jersey
$636K -$172K -190 -20%
SPF
2921
South Plains Financial
Texas
$636K +$50.7K +56 +8%
CWMGP
2922
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$636K +$225K +248 +51%
TCOTS
2923
Trust Company of the South
North Carolina
$636K -$729K -804 -52%
EFH
2924
Eaton Financial Holdings
Florida
$635K -$4.54M -5,005 -87%
KCP
2925
Kera Capital Partners
California
$633K -$185K -204 -23%
115 116
117
118 119