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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3076
Rahlfs Capital
Texas
$535K – – –
MC
3077
Miramar Capital
Illinois
$535K +$14.9K +15 +3%
SPF
3078
South Plains Financial
Texas
$535K -$3.98K -4 -0.7%
SI
3079
Saxon Interests
Texas
$533K – – –
WAM
3080
Walker Asset Management
Missouri
$533K +$9.94K +10 +2%
GSC
3081
G&S Capital
Colorado
$532K +$3.98K +4 +0.8%
MCA
3082
Magnolia Capital Advisors
Mississippi
$531K -$4.97K -5 -0.9%
AWA
3083
Aletheian Wealth Advisors
Washington
$530K -$28.8K -29 -5%
SFC
3084
Swisher Financial Concepts
Ohio
$530K -$15.9K -16 -3%
UI
3085
Unconventional Investor
New Hampshire
$527K – – –
CWMGP
3086
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$526K +$528K +531 New
MKW
3087
Mullaney, Keating & Wright
Connecticut
$525K – – –
VC
3088
Vicus Capital
Pennsylvania
$522K +$112K +113 +27%
PHWM
3089
Pine Harbor Wealth Management
Maryland
$521K – – –
CG
3090
Clifford Group
Massachusetts
$520K – – –
PWA
3091
PCG Wealth Advisors
Kansas
$520K – – –
MWA
3092
Motive Wealth Advisors
Michigan
$520K +$61.6K +62 +13%
TWP
3093
Tower Wealth Partners
Pennsylvania
$520K +$29.8K +30 +6%
MA
3094
MAS Advisors
Florida
$519K – – –
RA
3095
Rodgers & Associates
Pennsylvania
$517K -$2.98K -3 -0.6%
WJA
3096
Willis Johnson & Associates
Texas
$517K -$16.9K -17 -3%
FF
3097
Farrell Financial
New York
$517K – – –
CFGA
3098
Cambridge Financial Group (Arizona)
Arizona
$516K -$3.98K -4 -0.8%
AAMC
3099
Asset Allocation & Management Company
Illinois
$515K – – –
CWP
3100
Curated Wealth Partners
California
$515K +$14.9K +15 +3%
122 123
124
125 126