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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2926
BOCHK Asset Management
Hong Kong
$443K -$200K -230 -32%
E3F
2927
Eight 31 Financial
Texas
$443K -$19.1K -22 -4%
AC
2928
Avenir Corporation
Virginia
$443K – – –
LFG
2929
Lockerman Financial Group
California
$443K – – –
PFC
2930
Poplar Forest Capital
California
$443K – – –
VWA
2931
VERITY Wealth Advisors
United States
$443K – – –
GWM
2932
Greenhouse Wealth Management
Connecticut
$443K +$868 +1 +0.2%
AA
2933
AlphaCentric Advisors
Puerto Rico
$442K -$30.4K -35 -7%
W
2934
WealthCollab
Washington
$440K – – –
TC
2935
Trust Company
Kansas
$440K -$242K -279 -36%
AWA
2936
Acorn Wealth Advisors
Michigan
$440K +$53.8K +62 +14%
SF
2937
Schaeffer Financial
Maryland
$437K – – –
WWM
2938
Wolff Wiese Magana
California
$437K -$11.3K -13 -3%
VP
2939
Verum Partners
North Carolina
$436K +$6.94K +8 +2%
EGA
2940
E&G Advisors
Texas
$435K +$77.2K +89 +22%
EBA
2941
Eagle Bay Advisors
New York
$435K -$56.4K -65 -12%
FMP
2942
Financial Management Professionals
Texas
$434K -$1.74K -2 -0.4%
6F
2943
626 Financial
Michigan
$433K – – –
AWA
2944
Aletheian Wealth Advisors
Washington
$432K -$1.32M -1,516 -76%
GJIA
2945
Glass Jacobson Investment Advisors
Maryland
$432K +$173K +199 +69%
YCG
2946
Yeomans Consulting Group
Georgia
$429K -$56.4K -65 -12%
WSWA
2947
Warren Street Wealth Advisors
California
$429K +$10.4K +12 +3%
DA
2948
Detalus Advisors
Missouri
$428K +$31.2K +36 +8%
KPWG
2949
KFA Private Wealth Group
Virginia
$427K +$85.9K +99 +26%
NRC
2950
New Republic Capital
North Carolina
$427K -$125K -144 -23%
116 117
118
119 120