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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3001
Austin Wealth Management
Texas
$692K -$48.7K -50 -7%
CAM
3002
Close Asset Management
United Kingdom
$690K -$118K -121 -15%
OIM
3003
Oder Investment Management
California
$690K -$21.4K -22 -3%
GCA
3004
Greenwood Capital Associates
South Carolina
$690K +$297K +305 +79%
HWM
3005
HRC Wealth Management
Idaho
$688K -$8.77K -9 -1%
IF
3006
Intrua Financial
Texas
$688K -$283K -290 -30%
AWA
3007
Alaska Wealth Advisors
Alaska
$687K -$9.74K -10 -1%
VBFP
3008
Valtinson Bruner Financial Planning
Minnesota
$686K +$125K +128 +23%
CCP
3009
Carmel Capital Partners
California
$684K +$156K +160 +30%
CCWM
3010
Correct Capital Wealth Management
Missouri
$683K – – –
BWM
3011
BankPlus Wealth Management
Mississippi
$681K -$6.82K -7 -1%
AFPL
3012
Advus Financial Partners, LLC
Florida
$678K +$77K +79 +13%
NA
3013
Nestegg Advisors
New York
$678K -$283K -290 -30%
KWM
3014
KFG Wealth Management
Indiana
$674K -$6.82K -7 -1%
FGC
3015
First Growth Capital
Maryland
$674K – – –
EA
3016
Echo45 Advisors
California
$673K +$6.82K +7 +1%
CWD
3017
Clarity Wealth Development
Oregon
$673K – – –
HHWM
3018
Hiley Hunt Wealth Management
Nebraska
$671K +$975 +1 +0.1%
GCM
3019
Gambit Capital Management
Tennessee
$671K -$40.9K -42 -6%
SL
3020
SFM LLC
New Hampshire
$670K -$11.7K -12 -2%
HTWM
3021
Hartmann Taylor Wealth Management
Texas
$670K – – –
WSWA
3022
Warren Street Wealth Advisors
California
$670K +$137K +141 +27%
HW
3023
Hedeker Wealth
Illinois
$669K -$2.74M -2,810 -81%
MWM
3024
Momentous Wealth Management
Washington
$668K -$4.87K -5 -0.7%
CWM
3025
Chesapeake Wealth Management
Virginia
$668K +$67.2K +69 +11%
119 120
121
122 123