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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3126
Detalus Advisors
Missouri
$465K -$4.79K -5 -1%
CKAIS
3127
Christensen King & Associates Investment Services
Washington
$464K +$20.1K +21 +4%
NWA
3128
Navis Wealth Advisors
New York
$464K +$122K +127 +34%
GWM
3129
Greenhouse Wealth Management
Connecticut
$464K +$959 +1 +0.2%
NFP
3130
Narus Financial Partners
Utah
$463K +$47K +49 +11%
AC
3131
Avenir Corporation
Virginia
$463K – – –
VWA
3132
VERITY Wealth Advisors
United States
$463K – – –
CI
3133
Corient IA
Florida
$463K +$479K +500 New
KRW
3134
Kaufman Rossin Wealth
Florida
$462K -$346K -361 -42%
PS
3135
Planned Solutions
California
$462K +$9.59K +10 +2%
W
3136
WealthCollab
Washington
$461K +$1.92K +2 +0.4%
WFPG
3137
Waller Financial Planning Group
Ohio
$461K +$477K +498 New
HWM
3138
HighMark Wealth Management
Minnesota
$460K -$13.4K -14 -3%
SWK
3139
Stephen W. Kidder
$460K -$47.9K -50 -9%
CE
3140
Cornerstone Enterprises
Wisconsin
$459K – – –
SDAM
3141
Shulman DeMeo Asset Management
New York
$457K -$2.88K -3 -0.6%
FNFDCM
3142
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$457K – – –
LAS
3143
LWM Advisory Services
Florida
$457K +$1.92K +2 +0.4%
ACH
3144
ArrowMark Colorado Holdings
Colorado
$456K – – –
SF
3145
Schaeffer Financial
Maryland
$456K – – –
CCM
3146
Cloud Capital Management
Washington
$455K +$18.2K +19 +4%
HWA
3147
HHM Wealth Advisors
Tennessee
$455K +$47.9K +50 +11%
TFG
3148
Team Financial Group
California
$454K +$959 +1 +0.2%
HCWM
3149
Hidden Cove Wealth Management
Washington
$454K -$19.2K -20 -4%
FIC
3150
Family Investment Center
Missouri
$454K +$112K +117 +31%
124 125
126
127 128