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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3151
VERITY Wealth Advisors
United States
$458K – – –
GWM
3152
Greenhouse Wealth Management
Connecticut
$458K – – –
DWS
3153
Dynamic Wealth Strategies
California
$457K -$17.6K -19 -4%
AWM
3154
Ariadne Wealth Management
California
$456K +$4.64K +5 +1%
VWM
3155
Vermillion Wealth Management
Minnesota
$456K +$461K +497 New
DA
3156
Detalus Advisors
Missouri
$456K +$13K +14 +3%
W
3157
WealthCollab
Washington
$454K – – –
WIA
3158
Wealthedge Investment Advisors
New York
$453K +$459K +495 New
CMAI
3159
Capital Management Associates Inc
Minnesota
$453K -$26.9K -29 -6%
MWM
3160
Maridea Wealth Management
New York
$452K +$457K +493 New
SF
3161
Schaeffer Financial
Maryland
$452K – – –
FPWM
3162
Five Pine Wealth Management
Idaho
$451K +$457K +493 New
FWM
3163
Fonville Wealth Management
Virginia
$451K +$21.3K +23 +5%
FMP
3164
Financial Management Professionals
Texas
$450K +$928 +1 +0.2%
IAM
3165
Ion Asset Management
Israel
$449K -$99.3K -107 -18%
SWAG
3166
Spectrum Wealth Advisory Group
California
$448K +$10.2K +11 +2%
6F
3167
626 Financial
Michigan
$447K – – –
FAN
3168
Financial Advisors Network
California
$446K +$452K +487 New
BF
3169
Brucke Financial
Indiana
$446K +$422K +455 New
AIA
3170
Armor Investment Advisors
North Carolina
$445K +$21.3K +23 +5%
CE
3171
Cornerstone Enterprises
Wisconsin
$445K -$52.9K -57 -10%
IAG
3172
Investment Advisory Group
Massachusetts
$445K +$46.4K +50 +11%
FVWA
3173
Foster Victor Wealth Advisors
South Carolina
$445K -$57.5K -62 -12%
FWM
3174
Foguth Wealth Management
Michigan
$445K +$81.7K +88 +23%
AA
3175
AlphaCentric Advisors
Puerto Rico
$444K -$13K -14 -3%
125 126
127
128 129