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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
UPC
3001
Utah Peaks Capital
Utah
– -$413K -904 Closed
RW
3002
RVW Wealth
California
– -$387K -848 Closed
PWS
3003
Precision Wealth Strategies
Missouri
– -$383K -838 Closed
TWA
3004
Tillar-Wenstrup Advisors
Ohio
– -$378K -828 Closed
FFG
3005
Ford Financial Group
California
– -$373K -816 Closed
MPW
3006
MGO Private Wealth
California
– -$364K -798 Closed
AP
3007
Adero Partners
California
– -$332K -727 Closed
CIAS
3008
CFS Investment Advisory Services
New Jersey
– -$332K -727 Closed
PMG
3009
ProVise Management Group
Florida
– -$314K -687 Closed
SEC
3010
Seven Eight Capital
New York
– -$311K -681 Closed
DACG
3011
Donor Advised Charitable Giving
California
– -$310K -680 Closed
NAG
3012
Northstar Advisory Group
New Jersey
– -$299K -654 Closed
QC
3013
QCM Cayman
Texas
– -$289K -633 Closed
WWM
3014
WJ Wealth Management
Arizona
– -$281K -616 Closed
BWM
3015
BCS Wealth Management
Tennessee
– -$280K -613 Closed
WCP
3016
Wick Capital Partners
Pennsylvania
– -$270K -591 Closed
PTC
3017
Petrus Trust Company
Texas
– -$257K -563 Closed
TCWM
3018
Total Clarity Wealth Management
Illinois
– -$255K -558 Closed
MYIA
3019
Mount Yale Investment Advisors
Colorado
– -$242K -531 Closed
ACM
3020
Acrisure Capital Management
Texas
– -$229K -502 Closed
ACG
3021
Allen Capital Group
Nebraska
– -$228K -500 Closed
AWA
3022
Archvest Wealth Advisors
California
– -$228K -500 Closed
RWA
3023
Rooted Wealth Advisors
Illinois
– -$222K -487 Closed
QPW
3024
Quantum Private Wealth
Florida
– -$213K -466 Closed
AIA
3025
Angeles Investment Advisors
California
– -$211K -463 Closed
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121
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