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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
3151
RS Crum Inc
California
$463K -$23.4K -24 -5%
CCB
3152
Cutter & Co Brokerage
Missouri
$463K -$49.7K -51 -9%
CWM
3153
Centricity Wealth Management
Ohio
$462K +$30.2K +31 +7%
PS
3154
Planned Solutions
California
$462K -$34.1K -35 -7%
SWAG
3155
Spectrum Wealth Advisory Group
California
$462K +$975 +1 +0.2%
PT
3156
Plimoth Trust
Massachusetts
$462K -$139K -143 -23%
RC
3157
Rovin Capital
Arizona
$461K +$126K +129 +36%
CFS
3158
CGC Financial Services
Oregon
$461K +$97.5K +100 +26%
AWM
3159
Ariadne Wealth Management
California
$460K +$26.3K +27 +6%
FPWM
3160
Five Pine Wealth Management
Idaho
$459K -$7.8K -8 -2%
EGA
3161
E&G Advisors
Texas
$459K +$97.5K +100 +26%
NWM
3162
Northwest Wealth Management
Iowa
$457K +$975 +1 +0.2%
ACM
3163
Aspen Capital Management
Idaho
$456K +$470K +482 New
TPWA
3164
Twin Peaks Wealth Advisors
California
$455K +$3.9K +4 +0.9%
SC
3165
Summa Corp
Texas
$455K -$48.7K -50 -9%
HNW
3166
High Note Wealth
Minnesota
$453K – – –
TFG
3167
Team Financial Group
California
$453K +$129K +132 +38%
PWP
3168
Precedent Wealth Partners
Texas
$452K +$42.9K +44 +10%
FMP
3169
Financial Management Professionals
Texas
$451K -$13.7K -14 -3%
TA
3170
Townsend & Associates
Colorado
$450K +$6.83K +7 +2%
WW
3171
Westshore Wealth
California
$449K +$16.6K +17 +4%
CCM
3172
Coerente Capital Management
Ontario, Canada
$449K -$48.7K -50 -10%
CKAIS
3173
Christensen King & Associates Investment Services
Washington
$447K -$62.4K -64 -12%
SWM
3174
Sagace Wealth Management
Florida
$447K -$5.85K -6 -1%
GA
3175
GSG Advisors
New Jersey
$446K +$12.7K +13 +3%
125 126
127
128 129