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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
3076
Holt Capital Partners
Texas
$635K – – –
MWM
3077
Moulton Wealth Management
Washington
$635K +$196K +201 +47%
VWMG
3078
Virginia Wealth Management Group
Virginia
$634K +$5.85K +6 +1%
OF
3079
Optimize Financial
California
$634K +$6.82K +7 +1%
TBWA
3080
Three Bridge Wealth Advisors
California
$634K +$90.6K +93 +17%
AA
3081
Altrafin AG
$632K -$19.5K -20 -3%
LC
3082
Lavelle Capital
California
$631K -$245K -251 -28%
PTC
3083
Philadelphia Trust Company
Pennsylvania
$630K – – –
CWA
3084
Cascade Wealth Advisors
Washington
$630K – – –
HCM
3085
Harvey Capital Management
Florida
$629K – – –
FAP
3086
Financial Advisory Partners
Florida
$628K – – –
TCM
3087
Tributary Capital Management
Nebraska
$628K +$58.5K +60 +11%
PS
3088
Planned Solutions
California
$627K -$92.6K -95 -13%
TIP
3089
Torray Investment Partners
Maryland
$626K – – –
QA
3090
Quattro Advisors
Pennsylvania
$626K +$141K +145 +30%
BPFA
3091
Barnes Pettey Financial Advisors
Mississippi
$625K +$58.5K +60 +11%
LBC
3092
Lane Brothers & Co
Arizona
$624K – – –
PAM
3093
Peninsula Asset Management
Florida
$623K +$609K +625 New
TI
3094
Truepoint Inc
Ohio
$622K +$975 +1 +0.2%
UIM
3095
Unified Investment Management
Georgia
$621K -$10.7K -11 -2%
TW
3096
Towerpoint Wealth
California
$621K +$975 +1 +0.2%
HIG
3097
Heritage Investment Group
Florida
$620K +$975 +1 +0.2%
FWM
3098
Foguth Wealth Management
Michigan
$620K +$54.6K +56 +9%
WH
3099
Wallace Hart
Kentucky
$619K – – –
CWP
3100
Curated Wealth Partners
California
$617K +$357K +366 +145%
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