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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
3151
Floyd Financial Group
Missouri
$488K -$152K -153 -24%
PWP
3152
Precedent Wealth Partners
Texas
$487K +$13.9K +14 +3%
ACM
3153
Aspen Capital Management
Idaho
$487K +$8.95K +9 +2%
AIM
3154
Avity Investment Management
Connecticut
$486K -$4.97K -5 -1%
TFG
3155
Team Financial Group
California
$485K +$10.9K +11 +2%
TFIPS
3156
Towarzystwo Funduszy Inwestycyjnych PZU SA
$485K – – –
WA
3157
Waddell & Associates
Tennessee
$485K +$253K +255 +109%
GPWM
3158
Grant Private Wealth Management
California
$484K -$120K -121 -20%
TI
3159
Truepoint Inc
Ohio
$484K -$11.9K -12 -2%
SFS
3160
Security Financial Services
Indiana
$484K +$45.7K +46 +10%
PS
3161
Planned Solutions
California
$484K – – –
NIM
3162
Nicollet Investment Management
Minnesota
$484K -$34.8K -35 -7%
SWAG
3163
Spectrum Wealth Advisory Group
California
$484K – – –
CFS
3164
CGC Financial Services
Oregon
$482K – – –
BCM
3165
Bourgeon Capital Management
Connecticut
$482K +$16.9K +17 +4%
FPWM
3166
Five Pine Wealth Management
Idaho
$481K +$994 +1 +0.2%
MW
3167
Maia Wealth
Colorado
$481K -$32.8K -33 -6%
A
3168
AlphaQuest
New York
$480K -$459K -462 -49%
CKAIS
3169
Christensen King & Associates Investment Services
Washington
$477K – – –
RFG
3170
REAP Financial Group
Texas
$476K -$11.9K -12 -2%
SIA
3171
SGL Investment Advisors
Montana
$474K +$110K +111 +30%
HNW
3172
High Note Wealth
Minnesota
$474K – – –
FVWA
3173
Foster Victor Wealth Advisors
South Carolina
$474K +$72.6K +73 +18%
GPA
3174
Guerra Pan Advisors
New Jersey
$473K +$50.7K +51 +12%
RCI
3175
RS Crum Inc
California
$473K -$11.9K -12 -2%
125 126
127
128 129