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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3001
SFM LLC
New Hampshire
$590K +$8.16K +9 +1%
KWM
3002
KFG Wealth Management
Indiana
$589K -$78.8K -87 -11%
WPW
3003
Warther Private Wealth
Ohio
$588K +$37.2K +41 +6%
PWAM
3004
Private Wealth Asset Management
Iowa
$587K +$11.8K +13 +2%
WN
3005
Williams & Novak
California
$586K -$68K -75 -10%
PFSC
3006
Peoples Financial Services Corp
Pennsylvania
$586K -$76.1K -84 -11%
CLOS
3007
Compagnie Lombard Odier SCmA
Switzerland
$585K +$246K +271 +67%
MWM
3008
Maripau Wealth Management
Indiana
$585K +$343K +378 +125%
MWM
3009
Momentous Wealth Management
Washington
$583K +$17.2K +19 +3%
BFA
3010
Beacon Financial Advisory
Ohio
$582K -$218K -241 -26%
LCGC
3011
Legacy Capital Group California
California
$582K -$4.53K -5 -0.7%
CWD
3012
Clarity Wealth Development
Oregon
$582K – – –
MCIA
3013
Mountain Capital Investment Advisors
Colorado
$581K +$17.2K +19 +3%
VW
3014
Veridan Wealth
Oregon
$580K -$28.1K -31 -4%
HHWM
3015
Hiley Hunt Wealth Management
Nebraska
$580K +$906 +1 +0.1%
HTWM
3016
Hartmann Taylor Wealth Management
Texas
$579K – – –
CANC
3017
Culbertson A N & Co
Virginia
$578K – – –
CWMK
3018
Caliber Wealth Management (Kansas)
Kansas
$577K +$12.7K +14 +2%
EA
3019
Echo45 Advisors
California
$577K -$26.3K -29 -4%
CWM
3020
Copia Wealth Management
Oregon
$576K -$111K -122 -15%
BF
3021
Blankinship & Foster
California
$574K -$4.53K -5 -0.7%
AWM
3022
Ameliora Wealth Management
Switzerland
$574K +$32.6K +36 +6%
PPC
3023
Park Place Capital
Alabama
$573K -$1.81K -2 -0.3%
CNBT
3024
Cornerstone National Bank & Trust
Illinois
$573K +$4.53K +5 +0.8%
BPW
3025
Bingham Private Wealth
California
$572K +$601K +663 New
119 120
121
122 123