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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
3101
Morris Financial Concepts
South Carolina
$492K – – –
CNWM
3102
Clay Northam Wealth Management
California
$491K +$51.7K +53 +11%
TWM
3103
Tumwater Wealth Management
Idaho
$490K – – –
NEWAS
3104
N.E.W. Advisory Services
Wisconsin
$490K +$129K +132 +34%
WCM
3105
Wealthcare Capital Management
Virginia
$488K -$1.95K -2 -0.4%
SXL
3106
Summit X LLC
Missouri
$487K -$101K -104 -17%
YC
3107
Yarbrough Capital
Tennessee
$487K – – –
GHA
3108
Granite Harbor Advisors
Texas
$487K +$152K +156 +43%
DI
3109
DAGCO Inc
Ohio
$483K +$39K +40 +8%
GCA
3110
Greenwood Capital Associates
South Carolina
$483K -$14.6K -15 -3%
SA
3111
Stewardship Advisors
Pennsylvania
$483K -$975 -1 -0.2%
SDAM
3112
Shulman DeMeo Asset Management
New York
$483K +$5.85K +6 +1%
AWA
3113
Acorn Wealth Advisors
Michigan
$482K +$4.88K +5 +1%
BF
3114
Brucke Financial
Indiana
$482K +$29.2K +30 +7%
MWM
3115
Maripau Wealth Management
Indiana
$482K +$496K +509 New
AWA
3116
Archvest Wealth Advisors
California
$480K +$76K +78 +18%
DA
3117
Detalus Advisors
Missouri
$480K +$9.75K +10 +2%
CPL
3118
CAP Partners LLC
Tennessee
$479K -$8.78K -9 -2%
APW
3119
Aurora Private Wealth
New Jersey
$479K -$196K -201 -28%
HWA
3120
HHM Wealth Advisors
Tennessee
$479K +$38K +39 +8%
AOI
3121
Auto-Owners Insurance
Michigan
$478K +$3.62M +3,717 +864%
CNAM
3122
Campbell Newman Asset Management
Wisconsin
$478K – – –
CWP
3123
Curated Wealth Partners
California
$478K +$51.7K +53 +12%
SC
3124
SummitTX Capital
Texas
$477K +$491K +504 New
EFA
3125
Edge Financial Advisors
Illinois
$476K +$44.8K +46 +10%
123 124
125
126 127