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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
3026
Barnes Pettey Financial Advisors
Mississippi
$561K – – –
BHWM
3027
Beaird Harris Wealth Management
Texas
$560K +$4.97K +5 +0.9%
LFP
3028
Lakeshore Financial Planning
Michigan
$557K – – –
SXL
3029
Summit X LLC
Missouri
$556K +$45.7K +46 +9%
KFA
3030
Kelleher Financial Advisors
New York
$555K – – –
IWM
3031
Integris Wealth Management
California
$554K -$25.8K -26 -4%
LFG
3032
Lockerman Financial Group
California
$554K +$23.9K +24 +4%
SFWA
3033
Summit Financial Wealth Advisors
Louisiana
$554K +$165K +166 +42%
MBI
3034
May Barnhard Investments
Maryland
$554K – – –
HC
3035
Hamilton Capital
Ohio
$553K -$32.8K -33 -6%
SC
3036
Saiph Capital
New Jersey
$553K +$109K +110 +24%
FDW
3037
Fourth Dimension Wealth
Ohio
$553K +$207K +208 +59%
WAM
3038
Winslow Asset Management
Ohio
$552K -$112K -113 -17%
SP
3039
Successful Portfolios
Florida
$551K -$11.9K -12 -2%
WCP
3040
Wick Capital Partners
Pennsylvania
$551K +$1.03M +1,032 +190%
MCIA
3041
Mountain Capital Investment Advisors
Colorado
$551K -$23.9K -24 -4%
TPBG
3042
Turning Point Benefit Group
Maryland
$550K +$9.94K +10 +2%
AZ
3043
Alpha Zero
Florida
$550K +$25.8K +26 +5%
PT
3044
Plimoth Trust
Massachusetts
$550K +$67.6K +68 +14%
XPN
3045
XY Planning Network
Montana
$550K +$552K +555 New
WH
3046
Willner & Heller
California
$550K – – –
AWA
3047
ARQ Wealth Advisors
Arizona
$549K – – –
IFO
3048
Independent Family Office
New York
$549K – – –
WAN
3049
Wealth Advisors Northwest
Oregon
$549K +$60.6K +61 +12%
HIG
3050
Heritage Investment Group
Florida
$548K -$24.8K -25 -4%
120 121
122
123 124