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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2951
Monograph Wealth Advisors
California
$278K +$244K +411 New
ACC
2952
Acorn Creek Capital
Colorado
$277K +$249K +420 New
CP
2953
Covenant Partners
Tennessee
$277K – – –
NRC
2954
New Republic Capital
North Carolina
$276K +$7.11K +12 +3%
PWP
2955
Pursue Wealth Partners
California
$275K – – –
BBA
2956
Braun-Bostich & Associates
Pennsylvania
$275K +$247K +417 New
PCMC
2957
Paragon Capital Management (Colorado)
Colorado
$275K -$132K -223 -35%
DCM
2958
DGS Capital Management
New Jersey
$275K +$17.2K +29 +7%
FMI
2959
F/M Investments
District of Columbia
$273K -$593 -1 -0.2%
HIM
2960
Hillsdale Investment Management
Ontario, Canada
$273K – – –
MIAS
2961
Mason Investment Advisory Services
Virginia
$273K +$14.8K +25 +6%
LA
2962
Latitude Advisors
Florida
$273K +$245K +414 New
MIM
2963
Meixler Investment Management
Arizona
$273K -$35K -59 -13%
RAM
2964
Riggs Asset Management
Pennsylvania
$273K – – –
OPOWM
2965
One Plus One Wealth Management
Florida
$273K -$4.15K -7 -2%
AWP
2966
Accretive Wealth Partners
New Jersey
$273K – – –
HWM
2967
Howard Wealth Management
Connecticut
$272K -$23.7K -40 -9%
KIA
2968
KLR Investment Advisors
Rhode Island
$271K +$238K +402 New
TC
2969
Tacita Capital
Ontario, Canada
$271K +$39.1K +66 +19%
MFG
2970
Mendota Financial Group
Wisconsin
$271K +$229K +387 +1,613%
SGCA
2971
Steel Grove Capital Advisors
Tennessee
$270K +$20.2K +34 +9%
PSIWM
2972
Paradigm Strategies in Wealth Management
Minnesota
$270K -$16K -27 -6%
BWM
2973
Birchcreek Wealth Management
Ohio
$270K +$13.6K +23 +6%
MFC
2974
Morris Financial Concepts
South Carolina
$269K +$242K +408 New
TSW
2975
Three Seasons Wealth
Utah
$269K – – –
117 118
119
120 121