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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
2901
1776 Wealth
Georgia
$769K – – –
HW
2902
HORAN Wealth
Ohio
$769K +$9.74K +10 +1%
TPCM
2903
Templeton & Phillips Capital Management
Tennessee
$768K – – –
EFMC
2904
Empire Financial Management Company
New York
$767K – – –
SEP
2905
Southland Equity Partners
Missouri
$767K +$38K +39 +5%
BCP
2906
Berkeley Capital Partners
Georgia
$766K +$156K +160 +26%
CGH
2907
CMG Global Holdings
Texas
$765K – – –
FWM
2908
Finer Wealth Management
Massachusetts
$765K +$445K +457 +147%
LWPC
2909
Legacy Wealth Partners (Colorado)
Colorado
$765K -$31.2K -32 -4%
KCM
2910
KRS Capital Management
Michigan
$765K -$24.4K -25 -3%
AFP
2911
Alpha Financial Partners
Kentucky
$765K -$8.77K -9 -1%
OIA
2912
Oakmont Investment Advisors
Pennsylvania
$764K -$18.5K -19 -2%
TPWA
2913
Twin Peaks Wealth Advisors
California
$764K -$36.1K -37 -5%
BFA
2914
Beacon Financial Advisory
Ohio
$763K +$87.7K +90 +13%
MCA
2915
Magnolia Capital Advisors
Mississippi
$762K +$106K +109 +17%
FCCM
2916
First City Capital Management
Georgia
$761K -$14.6K -15 -2%
FWP
2917
Flatrock Wealth Partners
California
$761K +$283K +290 +61%
SCP
2918
Seizert Capital Partners
Michigan
$760K – – –
SWM
2919
SilverOak Wealth Management
Minnesota
$760K +$3.9K +4 +0.5%
KPWG
2920
KFA Private Wealth Group
Virginia
$760K -$10.7K -11 -1%
SG
2921
Strid Group
Pennsylvania
$759K -$14.6K -15 -2%
TIP
2922
Tandem Investment Partners
New Jersey
$758K -$87.7K -90 -11%
RA
2923
Rise Advisors
New York
$758K +$2.92K +3 +0.4%
LI
2924
LRI Investments
Florida
$757K +$57.5K +59 +8%
BKA
2925
Brick & Kyle Associates
Pennsylvania
$756K +$740K +759 New
115 116
117
118 119