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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3126
Foguth Wealth Management
Michigan
$476K +$29.2K +30 +6%
NB
3127
Northwest Bancshares
Pennsylvania
$476K – – –
WLPWM
3128
Walled Lake Planning & Wealth Management
Illinois
$475K -$2.92K -3 -0.6%
TI
3129
Truepoint Inc
Ohio
$474K – – –
HWM
3130
HighMark Wealth Management
Minnesota
$474K +$113K +116 +30%
DWM
3131
Darwin Wealth Management
Florida
$474K – – –
GWM
3132
Greenhouse Wealth Management
Connecticut
$473K – – –
GP
3133
Geneva Partners
Wisconsin
$473K +$44.8K +46 +10%
AC
3134
Avenir Corporation
Virginia
$473K – – –
E3F
3135
Eight 31 Financial
Texas
$473K – – –
PFC
3136
Poplar Forest Capital
California
$473K – – –
VWA
3137
VERITY Wealth Advisors
United States
$473K – – –
DWS
3138
Dynamic Wealth Strategies
California
$473K +$975 +1 +0.2%
CI
3139
Corient IA
Florida
$473K +$487K +500 New
VWM
3140
Vermillion Wealth Management
Minnesota
$472K +$1.95K +2 +0.4%
W
3141
WealthCollab
Washington
$469K – – –
AIM
3142
Avity Investment Management
Connecticut
$469K -$43.9K -45 -8%
CE
3143
Cornerstone Enterprises
Wisconsin
$469K +$9.75K +10 +2%
TWP
3144
Tower Wealth Partners
Pennsylvania
$468K +$70.2K +72 +17%
WAN
3145
Wealth Advisors Northwest
Oregon
$468K -$17.5K -18 -4%
SF
3146
Schaeffer Financial
Maryland
$466K – – –
RFG
3147
REAP Financial Group
Texas
$466K +$11.7K +12 +2%
TAM
3148
Titleist Asset Management
Texas
$466K -$114K -117 -19%
LSWM
3149
Lorne Steinberg Wealth Management
Canada
$464K +$136K +140 +40%
TFIPS
3150
Towarzystwo Funduszy Inwestycyjnych PZU SA
$463K +$73.1K +75 +18%
124 125
126
127 128