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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
3151
Sensible Money
Arizona
$291K – – –
SWP
3152
Semus Wealth Partners
Florida
$290K +$24.2K +31 +10%
FF
3153
Friedenthal Financial
New Jersey
$290K -$797K -1,022 -75%
VFP
3154
Verus Financial Partners
Virginia
$290K +$266K +341 New
SF
3155
SWP Financial
California
$290K -$1.56K -2 -0.6%
CWA
3156
Cornerstone Wealth Advisors
Minnesota
$289K +$265K +340 New
AWP
3157
Atlas Wealth Partners
Pennsylvania
$289K – – –
BCM
3158
Beddow Capital Management
Wyoming
$289K – – –
TA
3159
TrueWealth Advisors
Alabama
$288K +$265K +339 New
CCA
3160
Cora Capital Advisors
New Jersey
$288K -$21.1K -27 -7%
CMP
3161
Coston McIsaac & Partners
Maine
$288K -$2.34K -3 -0.9%
SPWG
3162
Sage Private Wealth Group
Illinois
$287K +$263K +337 New
GWM
3163
GoalFusion Wealth Management
Texas
$286K -$40.6K -52 -13%
FAM
3164
Flaharty Asset Management
Florida
$285K – – –
WFA
3165
WestHill Financial Advisors
California
$285K – – –
TFIPS
3166
Towarzystwo Funduszy Inwestycyjnych PZU SA
$285K – – –
FPB
3167
First PREMIER Bank
South Dakota
$282K -$9.36K -12 -3%
RWA
3168
Rooted Wealth Advisors
Illinois
$282K -$2.34K -3 -0.9%
RWM
3169
Reston Wealth Management
Virginia
$281K -$50.7K -65 -16%
LA
3170
Latitude Advisors
Florida
$281K -$17.2K -22 -6%
JA
3171
JVL Associates
Michigan
$280K +$258K +330 New
CCMI
3172
Creative Capital Management Investments
California
$280K – – –
DCM
3173
Driehaus Capital Management
Illinois
$278K -$57K -73 -18%
ALC
3174
Alexander Labrunerie & Co
Missouri
$278K +$9.36K +12 +4%
SW
3175
Schulz Wealth
Texas
$277K -$23.4K -30 -8%
125 126
127
128 129