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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3151
Creative Capital Management Investments
California
$501K – – –
KFP
3152
Kerr Financial Planning
California
$501K -$3.63K -4 -0.8%
RC
3153
Rovin Capital
Arizona
$500K +$16.3K +18 +3%
XWL
3154
XXI Wealth LLC
Illinois
$498K +$524K +578 New
EWM
3155
Elevatus Welath Management
New York
$497K +$7.25K +8 +1%
NBWM
3156
North Berkeley Wealth Management
California
$495K +$22.7K +25 +5%
SAM
3157
Sawgrass Asset Management
Florida
$495K – – –
KL
3158
KilterHowling LLC
Colorado
$494K -$69.8K -77 -12%
LBC
3159
Lowe Brockenbrough & Co
Virginia
$494K +$16.3K +18 +3%
MCA
3160
Millennium Capital Advisors
Arkansas
$493K +$906 +1 +0.2%
AMBIA
3161
Allen Mooney & Barnes Investment Advisors
Georgia
$492K -$48K -53 -8%
TCM
3162
Tributary Capital Management
Nebraska
$492K -$90.6K -100 -15%
SFGM
3163
Stonebridge Financial Group (Missouri)
Missouri
$490K +$515K +568 New
SPWG
3164
Syntegra Private Wealth Group
Missouri
$490K -$3.63K -4 -0.7%
PF
3165
Prota Financial
Texas
$489K +$514K +567 New
IWP
3166
Invenio Wealth Partners
Florida
$489K -$52.6K -58 -9%
BPFA
3167
Barnes Pettey Financial Advisors
Mississippi
$489K – – –
LFP
3168
Lakeshore Financial Planning
Michigan
$488K +$3.63K +4 +0.7%
WCM
3169
Westend Capital Management
California
$488K +$205K +226 +66%
PCM
3170
Pennsylvania Capital Management
Pennsylvania
$487K -$10.9K -12 -2%
MAA
3171
Matrix Asset Advisors
New York
$486K -$906 -1 -0.2%
IAS
3172
Integrity Advisory Solutions
Texas
$486K -$28.1K -31 -5%
AWA
3173
Acorn Wealth Advisors
Michigan
$485K -$72.5K -80 -12%
MIP
3174
Marietta Investment Partners
Wisconsin
$485K -$1.04M -1,150 -67%
VBFP
3175
Valtinson Bruner Financial Planning
Minnesota
$484K -$19.9K -22 -4%
125 126
127
128 129