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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
3176
H&H Retirement Design & Management
Nevada
$443K – – –
NWM
3177
Northwest Wealth Management
Iowa
$442K +$60.3K +65 +16%
KPWG
3178
KFA Private Wealth Group
Virginia
$441K -$928 -1 -0.2%
UBV
3179
United Bank (Virginia)
Virginia
$441K -$41.8K -45 -9%
RFG
3180
REAP Financial Group
Texas
$441K -$20.4K -22 -4%
SWM
3181
Sagace Wealth Management
Florida
$439K -$37.1K -40 -8%
HNW
3182
High Note Wealth
Minnesota
$439K +$928 +1 +0.2%
TA
3183
Townsend & Associates
Colorado
$439K – – –
SNBOSD
3184
Security National Bank of So Dak
Iowa
$437K +$35.3K +38 +9%
AHL
3185
Abel Hall LLC
Louisiana
$437K +$19.5K +21 +5%
FAM
3186
Flaharty Asset Management
Florida
$436K +$131K +141 +42%
BCM
3187
Bourgeon Capital Management
Connecticut
$435K +$8.35K +9 +2%
CP
3188
Castleview Partners
Texas
$435K -$62.2K -67 -12%
FEM
3189
Fulcrum Equity Management
Texas
$433K -$149K -161 -25%
SHJ
3190
Sharkey, Howes & Javer
Colorado
$432K – – –
CCA
3191
Cottonwood Capital Advisors
Utah
$432K +$77.9K +84 +22%
DI
3192
DAGCO Inc
Ohio
$432K -$68.7K -74 -14%
FM
3193
Foster & Motley
Ohio
$430K +$49.2K +53 +13%
HWA
3194
HHM Wealth Advisors
Tennessee
$428K +$14.8K +16 +4%
WWM
3195
Wolff Wiese Magana
California
$428K -$24.1K -26 -5%
ACC
3196
Acorn Creek Capital
Colorado
$427K +$928 +1 +0.2%
FFB
3197
First Financial Bankshares
Texas
$427K -$85.4K -92 -16%
CNWM
3198
Clay Northam Wealth Management
California
$427K – – –
FCMT
3199
Founders Capital Management (Texas)
Texas
$427K – – –
MWA
3200
Motive Wealth Advisors
Michigan
$427K +$52K +56 +14%
126 127
128
129 130