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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2976
Westshore Wealth
California
$406K – – –
HKIMG
2977
Hutchens & Kramer Investment Management Group
Indiana
$406K +$7.81K +9 +2%
CYG
2978
Clean Yield Group
Vermont
$404K – – –
MWM
2979
Meritas Wealth Management
California
$404K -$38.2K -44 -9%
AHL
2980
Abel Hall LLC
Louisiana
$404K +$23.4K +27 +6%
GP
2981
Geneva Partners
Wisconsin
$402K +$1.74K +2 +0.4%
T
2982
TOBAM
France
$402K +$72.9K +84 +23%
CFGA
2983
Cambridge Financial Group (Arizona)
Arizona
$402K -$8.68K -10 -2%
FIC
2984
Family Investment Center
Missouri
$401K +$69.4K +80 +22%
TA
2985
TrueWealth Advisors
Alabama
$401K +$98.1K +113 +33%
CWP
2986
Curated Wealth Partners
California
$401K +$868 +1 +0.2%
HWA
2987
HHM Wealth Advisors
Tennessee
$400K +$13K +15 +3%
HIGP
2988
Hill Investment Group Partners
Missouri
$400K -$11.3K -13 -3%
AWAP
2989
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$400K – – –
SWRP
2990
Summit Wealth & Retirement Planning
California
$400K +$25.2K +29 +7%
FWM
2991
FSA Wealth Management
Massachusetts
$399K +$391K +450 New
SXL
2992
Summit X LLC
Missouri
$399K -$72.9K -84 -15%
SC
2993
Saiph Capital
New Jersey
$398K – – –
B
2994
Birchbrook
Maine
$396K – – –
CAM
2995
Clark Asset Management
New Hampshire
$396K +$387K +446 New
RWM
2996
RBA Wealth Management
California
$394K – – –
QPW
2997
Quantum Private Wealth
Florida
$394K -$15.6K -18 -4%
E
2998
ETFidea
New York
$393K -$13.9K -16 -3%
CC
2999
Cornerstone Capital
California
$392K – – –
PAG
3000
Paladin Advisory Group
Iowa
$392K – – –
118 119
120
121 122