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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
3076
Navis Wealth Advisors
New York
$271K – – –
OWMIAS
3077
One Wealth Management Investment & Advisory Services
Florida
$270K -$47.8K -67 -15%
VSQM
3078
V-Square Quantitative Management
Illinois
$270K – – –
RIS
3079
Retirement Income Solutions
Michigan
$269K -$10.7K -15 -4%
CCA
3080
Cora Capital Advisors
New Jersey
$268K – – –
IAA
3081
Ironsides Asset Advisors
North Carolina
$268K +$19.3K +27 +8%
NCM
3082
Next Capital Management
New York
$268K +$261K +366 New
SFA
3083
Source Financial Advisors
New York
$268K +$4.28K +6 +2%
WTFG
3084
Wells Trecaso Financial Group
Ohio
$268K +$5.71K +8 +2%
IWS
3085
Integrity Wealth Solutions
Colorado
$268K – – –
NEWAS
3086
N.E.W. Advisory Services
Wisconsin
$267K +$13.6K +19 +6%
RK
3087
Rather & Kittrell
Tennessee
$267K +$22.1K +31 +9%
ECM
3088
Elgethun Capital Management
South Dakota
$266K – – –
BFA
3089
Beacon Financial Advisory
Ohio
$266K -$10.7K -15 -4%
HAG
3090
HF Advisory Group
Maryland
$265K +$258K +362 New
KWM
3091
Koa Wealth Management
California
$264K +$26.4K +37 +11%
FAP
3092
Financial Advisory Partners
Florida
$264K – – –
WAS
3093
Wealth Advisory Solutions
Indiana
$263K +$256K +359 New
AWP
3094
Atlas Wealth Partners
Pennsylvania
$262K -$17.8K -25 -7%
KA
3095
Kure Advisory
Minnesota
$262K -$361K -506 -59%
T
3096
TNF
Montana
$261K +$21.4K +30 +9%
SW
3097
Schulz Wealth
Texas
$261K – – –
LSWM
3098
Lorne Steinberg Wealth Management
Canada
$261K +$14.3K +20 +6%
GA
3099
GoalVest Advisory
New York
$261K +$33.6K +47 +15%
SLA
3100
Silver Lake Advisory
Utah
$261K +$254K +356 New
122 123
124
125 126