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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
3001
Triad Wealth Partners
Kansas
$362K +$332K +426 New
HAM
3002
Harmony Asset Management
Arizona
$362K +$2.34K +3 +0.7%
CMBA
3003
C.M. Bidwell & Associates
Hawaii
$361K -$1.56K -2 -0.5%
MCP
3004
Martin Capital Partners
Oregon
$361K -$46.8K -60 -12%
NIM
3005
Nicollet Investment Management
Minnesota
$361K – – –
LJHT
3006
Laurie J. Hall Trustee
$360K -$26.5K -34 -7%
SFS
3007
Security Financial Services
Indiana
$360K +$7.02K +9 +2%
HWM
3008
HRC Wealth Management
Idaho
$360K -$5.46K -7 -2%
SCM
3009
Seascape Capital Management
New Hampshire
$359K +$780 +1 +0.2%
SWRP
3010
Summit Wealth & Retirement Planning
California
$359K -$29.7K -38 -8%
CP
3011
Covenant Partners
Tennessee
$357K – – –
NWM
3012
Northwest Wealth Management
Iowa
$357K +$17.2K +22 +6%
PWP
3013
Precedent Wealth Partners
Texas
$356K +$67.1K +86 +26%
ST
3014
Sabal Trust
Florida
$356K -$6.24K -8 -2%
4WM
3015
4J Wealth Management
Virginia
$355K +$15.6K +20 +5%
VCM
3016
Verde Capital Management
Michigan
$355K +$325K +417 New
CNWM
3017
Clay Northam Wealth Management
California
$354K -$780 -1 -0.2%
NFP
3018
Narus Financial Partners
Utah
$353K -$4.68K -6 -1%
HG
3019
Harbor Group
New Hampshire
$351K -$34.3K -44 -10%
OPOWM
3020
One Plus One Wealth Management
Florida
$351K – – –
CCA
3021
Cottonwood Capital Advisors
Utah
$350K -$60.1K -77 -16%
MAG
3022
MRA Advisory Group
New Jersey
$349K -$75.7K -97 -19%
MWA
3023
Motive Wealth Advisors
Michigan
$348K -$3.12K -4 -1%
PSIWM
3024
Paradigm Strategies in Wealth Management
Minnesota
$348K +$780 +1 +0.2%
SPWM
3025
Schrum Private Wealth Management
Florida
$348K – – –
119 120
121
122 123