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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
3051
Sonoma Private Wealth
California
$509K -$59.4K -62 -10%
NBWM
3052
North Berkeley Wealth Management
California
$508K – – –
KCPT
3053
Kingstone Capital Partners Texas
Texas
$508K +$959 +1 +0.2%
IIL
3054
Insight Inv LLC
California
$507K -$24K -25 -4%
DQRIM
3055
Dale Q Rice Investment Management
Washington
$506K – – –
MCA
3056
Magnolia Capital Advisors
Mississippi
$505K +$9.59K +10 +2%
A
3057
AlphaQuest
New York
$505K +$58.5K +61 +13%
WAM
3058
Winslow Asset Management
Ohio
$505K -$11.5K -12 -2%
CFA
3059
CWS Financial Advisors
Michigan
$505K – – –
HKIMG
3060
Hutchens & Kramer Investment Management Group
Indiana
$504K -$5.75K -6 -1%
SC
3061
Summa Corp
Texas
$504K +$42.2K +44 +9%
AIM
3062
Aspen Investment Management
Michigan
$503K -$532K -555 -51%
TBWA
3063
Three Bridge Wealth Advisors
California
$503K -$379K -395 -42%
SWM
3064
StoneCrest Wealth Management
Arizona
$503K -$9.59K -10 -2%
LC
3065
Landaas & Company
Wisconsin
$502K – – –
DI
3066
DAGCO Inc
Ohio
$502K -$28.8K -30 -5%
FWP
3067
Fiduciary Wealth Partners
Massachusetts
$501K +$97.8K +102 +23%
WFC
3068
Western Financial Corp
California
$501K -$2.36M -2,462 -82%
PIN
3069
Prudent Investors Network
California
$500K -$3.83K -4 -0.7%
WFAG
3070
Worth Financial Advisory Group
North Carolina
$500K -$24.9K -26 -5%
AWA
3071
Archvest Wealth Advisors
California
$500K +$30.7K +32 +6%
MC
3072
Miramar Capital
Illinois
$500K – – –
RC
3073
Rahlfs Capital
Texas
$500K – – –
VWM
3074
Vermillion Wealth Management
Minnesota
$499K +$38.3K +40 +8%
RPCA
3075
Running Point Capital Advisors
California
$497K +$138K +144 +37%
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123
124 125