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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2951
Medallion Wealth Advisors
Connecticut
$729K -$56.5K -58 -7%
EA
2952
Emerald Advisers
Pennsylvania
$728K – – –
BWM
2953
Blossom Wealth Management
California
$728K -$27.3K -28 -4%
LF
2954
Lee Financial
Texas
$728K -$366K -376 -34%
HC
2955
Hamilton Capital
Ohio
$727K -$58.5K -60 -8%
BAM
2956
BOS Asset Management
Illinois
$727K +$14.6K +15 +2%
PCM
2957
Presidio Capital Management
California
$727K -$38K -39 -5%
SCA
2958
Sandy Cove Advisors
Massachusetts
$725K +$3.9K +4 +0.6%
PCS
2959
Private Client Services
Kentucky
$725K +$7.8K +8 +1%
CA
2960
Callahan Advisors
Texas
$723K -$32.2K -33 -4%
TM
2961
TigerOak Management
New Mexico
$722K – – –
PHWM
2962
Pine Harbor Wealth Management
Maryland
$722K – – –
RWA
2963
Rooted Wealth Advisors
Illinois
$722K +$84.8K +87 +14%
LCM
2964
LVM Capital Management
Michigan
$720K +$90.6K +93 +15%
SHWM
2965
Smith & Howard Wealth Management
Georgia
$720K +$975 +1 +0.1%
SGFG
2966
Silver Grove Financial Group
New York
$719K +$704K +722 New
AWA
2967
Argos Wealth Advisors
California
$719K – – –
RCWM
2968
Royal Capital Wealth Management
Indiana
$719K – – –
TFO
2969
Tarbox Family Office
California
$718K -$149K -153 -18%
WCM
2970
WealthBridge Capital Management
Ohio
$718K +$17.5K +18 +3%
CWMK
2971
Caliber Wealth Management (Kansas)
Kansas
$717K +$48.7K +50 +7%
NED
2972
Nancy E. Dempze
$715K – – –
ACM
2973
Anfield Capital Management
California
$715K +$404K +415 +137%
BAM
2974
BCV Asset Management
$714K +$699K +717 New
SB
2975
Sunflower Bank
Texas
$714K +$5.85K +6 +0.8%
117 118
119
120 121