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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3151
Koa Wealth Management
California
$320K – – –
MWM
3152
MGB Wealth Management
Texas
$319K – – –
MPM
3153
MBB Public Markets
Illinois
$319K -$27.1M -31,206 -99%
LA
3154
Lynch & Associates
Indiana
$319K – – –
TFA
3155
Tobias Financial Advisors
Florida
$319K +$10.4K +12 +3%
GHA
3156
Granite Harbor Advisors
Texas
$318K +$59.9K +69 +24%
FWP
3157
Firethorn Wealth Partners
Georgia
$318K +$10.4K +12 +3%
SFS
3158
Summit Financial Strategies
Ohio
$317K -$33.8K -39 -10%
LAM
3159
LifePro Asset Management
California
$317K – – –
SLA
3160
Silver Lake Advisory
Utah
$316K +$868 +1 +0.3%
MFG
3161
Midwest Financial Group
Kansas
$316K +$4.34K +5 +1%
BWS
3162
Buck Wealth Strategies
Colorado
$313K +$868 +1 +0.3%
NCTC
3163
New Covenant Trust Company
Indiana
$313K -$3.47K -4 -1%
FFBTD
3164
First Financial Bank - Trust Division
Ohio
$312K +$43.4K +50 +17%
CIA
3165
Cascade Investment Advisors
Oregon
$311K – – –
ACM
3166
Armbruster Capital Management
New York
$311K +$6.08K +7 +2%
LSWM
3167
Lorne Steinberg Wealth Management
Canada
$311K – – –
TCM
3168
Towercrest Capital Management
Pennsylvania
$311K – – –
PA
3169
Promethium Advisors
Maryland
$311K +$305K +351 New
FCFC
3170
First Citizens Financial Corp
Iowa
$310K -$232K -267 -43%
MHWM
3171
Montz Harcus Wealth Management
Louisiana
$310K -$6.94K -8 -2%
FC
3172
Financial Council
Maryland
$309K – – –
OAM
3173
Occidental Asset Management
California
$309K -$30.4K -35 -9%
FL
3174
Fort LP
Maryland
$308K +$25.2K +29 +9%
SC
3175
Soundwatch Capital
Connecticut
$308K +$301K +347 New
125 126
127
128 129