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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
3076
Three Bridge Wealth Advisors
California
$595K – – –
VWMG
3077
Virginia Wealth Management Group
Virginia
$595K – – –
FFG
3078
Floyd Financial Group
Missouri
$595K -$13K -13 -2%
SCS
3079
Sound Capital Solutions
Florida
$593K +$632K +634 New
TW
3080
Towerpoint Wealth
California
$592K +$9.96K +10 +2%
LC
3081
Lavelle Capital
California
$592K – – –
CWA
3082
Cascade Wealth Advisors
Washington
$592K – – –
CWM
3083
Centurion Wealth Management
Virginia
$591K -$920K -923 -59%
PTC
3084
Philadelphia Trust Company
Pennsylvania
$591K – – –
HCM
3085
Harvey Capital Management
Florida
$590K – – –
EIG
3086
Ellenbecker Investment Group
Wisconsin
$590K +$14.9K +15 +2%
TCM
3087
Tributary Capital Management
Nebraska
$589K – – –
PW
3088
Paladin Wealth
Minnesota
$589K +$42.8K +43 +7%
LWMI
3089
Legacy Wealth Management (Idaho)
Idaho
$589K +$73.7K +74 +13%
TIP
3090
Torray Investment Partners
Maryland
$587K – – –
BWG
3091
Boomfish Wealth Group
Georgia
$586K +$29.9K +30 +5%
UIM
3092
Unified Investment Management
Georgia
$586K +$2.99K +3 +0.5%
PAM
3093
Peninsula Asset Management
Florida
$585K – – –
MWM
3094
Moulton Wealth Management
Washington
$583K – – –
HIG
3095
Heritage Investment Group
Florida
$582K – – –
WH
3096
Wallace Hart
Kentucky
$581K – – –
SFP
3097
Sterling Financial Planning
New Jersey
$580K -$20.9K -21 -3%
TI
3098
Truepoint Inc
Ohio
$579K -$4.98K -5 -0.8%
CCWP
3099
Cedar Cove Wealth Partners
Minnesota
$579K -$26.9K -27 -4%
S
3100
Sunpointe
Missouri
$578K -$86.7K -87 -12%
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