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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
3051
Navis Wealth Advisors
New York
$557K +$130K +144 +29%
CCWP
3052
Cedar Cove Wealth Partners
Minnesota
$554K +$583K +643 New
PFM
3053
Peak Financial Management
Massachusetts
$554K +$9.06K +10 +2%
TFG
3054
Taylor Financial Group
Virginia
$553K – – –
WA
3055
WESPAC Advisors
California
$552K -$824K -909 -59%
EMB
3056
Elefante Mark B
$550K – – –
NDSI
3057
Newman Dignan & Sheerar Inc
Rhode Island
$550K +$44.4K +49 +8%
TA
3058
TFB Advisors
Kansas
$549K -$2.72K -3 -0.5%
HCP
3059
Holt Capital Partners
Texas
$549K – – –
IFO
3060
Independent Family Office
New York
$549K +$74.3K +82 +15%
UIA
3061
Ulland Investment Advisors
Minnesota
$549K -$70.7K -78 -11%
LF
3062
Lantz Financial
Illinois
$549K +$7.25K +8 +1%
WH
3063
Willner & Heller
California
$549K +$16.3K +18 +3%
TWA
3064
Tulsa Wealth Advisors
Oklahoma
$548K +$576K +636 New
FCM
3065
Fourpath Capital Management
Oklahoma
$548K -$29.9K -33 -5%
BOJHT
3066
Bank of Jackson Hole Trust
Wyoming
$548K -$15.4K -17 -3%
DWP
3067
Destiny Wealth Partners
Florida
$547K -$3.63K -4 -0.7%
CCG
3068
Catalina Capital Group
California
$547K – – –
UIM
3069
Unified Investment Management
Georgia
$547K -$7.25K -8 -1%
S
3070
Sunpointe
Missouri
$547K -$1.6M -1,761 -74%
TPBG
3071
Turning Point Benefit Group
Maryland
$547K +$44.4K +49 +8%
AIA
3072
Accelerate Investment Advisors
California
$547K -$3.63K -4 -0.6%
EA
3073
Everpar Advisors
Oklahoma
$546K -$6.34K -7 -1%
PTC
3074
Philadelphia Trust Company
Pennsylvania
$545K +$9.06K +10 +2%
HCM
3075
Harvey Capital Management
Florida
$544K -$1.81K -2 -0.3%
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