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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
2976
Acorn Creek Capital
Colorado
$373K +$10.9K +14 +3%
PCM
2977
Penserra Capital Management
California
$373K -$46K -59 -12%
TAM
2978
Titleist Asset Management
Texas
$373K +$34.3K +44 +11%
KFG
2979
Kingdom Financial Group
Arizona
$373K -$28.1K -36 -8%
SWM
2980
Seaside Wealth Management
California
$372K – – –
PCM
2981
Presidio Capital Management
California
$371K +$341K +437 New
PFA
2982
Pathway Financial Advisers
Indiana
$371K -$1.56K -2 -0.4%
HWA
2983
HHM Wealth Advisors
Tennessee
$371K -$2.34K -3 -0.7%
HWM
2984
Howard Wealth Management
Connecticut
$370K – – –
SCM
2985
Stordahl Capital Management
Colorado
$370K – – –
WOSD
2986
WFA of San Diego
California
$369K +$339K +435 New
AWA
2987
Acorn Wealth Advisors
Michigan
$369K +$81.9K +105 +32%
NCM
2988
NCM Capital Management
New Jersey
$368K – – –
IDBONY
2989
Israel Discount Bank of New York
New York
$367K -$436K -559 -56%
MWP
2990
Meridian Wealth Partners
Pennsylvania
$367K +$27.3K +35 +9%
EFA
2991
Edge Financial Advisors
Illinois
$367K +$3.12K +4 +0.9%
CSPAM
2992
Cary Street Partners Asset Management
Virginia
$365K +$335K +429 New
EFP
2993
Elser Financial Planning
Indiana
$365K +$335K +429 New
AHL
2994
Abel Hall LLC
Louisiana
$364K +$24.2K +31 +8%
OWA
2995
Opal Wealth Advisors
New York
$363K -$27.3K -35 -8%
PGA
2996
Portland Global Advisors
Maine
$363K -$13.3K -17 -4%
GPA
2997
Guerra Pan Advisors
New Jersey
$363K – – –
HHRDM
2998
H&H Retirement Design & Management
Nevada
$362K – – –
TWP
2999
Triad Wealth Partners
Kansas
$362K +$332K +426 New
HAM
3000
Harmony Asset Management
Arizona
$362K +$2.34K +3 +0.7%
118 119
120
121 122