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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3076
Denver Wealth Management
Colorado
$355K – – –
LIS
3077
Legacy Investment Solutions
Idaho
$355K +$330K +380 New
LWMI
3078
Legacy Wealth Management (Idaho)
Idaho
$355K +$330K +380 New
PWP
3079
Precedent Wealth Partners
Texas
$355K -$16.5K -19 -5%
SWM
3080
Seed Wealth Management
Illinois
$355K -$94.6K -109 -21%
HCM
3081
Hudson Capital Management
New Jersey
$355K – – –
WAS
3082
Wealth Advisory Solutions
Indiana
$355K +$39.1K +45 +13%
EIA
3083
Eldridge Investment Advisors
New Hampshire
$354K – – –
TAM
3084
Titleist Asset Management
Texas
$353K -$34.7K -40 -9%
SFS
3085
Security Financial Services
Indiana
$353K -$21.7K -25 -6%
TWP
3086
Tower Wealth Partners
Pennsylvania
$353K +$17.4K +20 +5%
HF
3087
Halpern Financial
Virginia
$352K – – –
THL
3088
Tillman Hartley LLC
Colorado
$352K – – –
KA
3089
Kure Advisory
Minnesota
$350K +$868 +1 +0.3%
JSAM
3090
J. Safra Asset Management
New York
$350K – – –
CCT
3091
Capital City Trust
Florida
$349K +$13.9K +16 +4%
RIM
3092
Rockbridge Investment Management
New York
$349K – – –
MWA
3093
Motive Wealth Advisors
Michigan
$348K – – –
LCC
3094
Lincoln Capital Corp
Rhode Island
$348K -$52.9K -61 -13%
SSA
3095
Schonfeld Strategic Advisors
New York
$348K -$792K -913 -70%
AIM
3096
Aspen Investment Management
Michigan
$348K – – –
SR
3097
Syntax Research
Florida
$348K – – –
SCM
3098
Stonehearth Capital Management
Massachusetts
$347K -$14.8K -17 -4%
TCM
3099
Tuttle Capital Management
Connecticut
$347K +$44.3K +51 +15%
LIA
3100
LifePlan Investment Advisors
North Carolina
$346K -$11.3K -13 -3%
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