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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
3201
Ironsides Asset Advisors
North Carolina
$423K – – –
TSW
3202
Three Seasons Wealth
Utah
$423K +$35.5K +37 +9%
LWM
3203
LeConte Wealth Management
Tennessee
$423K +$69K +72 +19%
CSA
3204
Cottage Street Advisors
Massachusetts
$422K +$107K +112 +33%
WLPWM
3205
Walled Lake Planning & Wealth Management
Illinois
$422K – – –
LSWM
3206
Lorne Steinberg Wealth Management
Canada
$422K – – –
WI
3207
WBI Investments
New Jersey
$422K +$243K +253 +125%
B
3208
Birchbrook
Maine
$421K – – –
FWA
3209
Flagship Wealth Advisors
Massachusetts
$421K – – –
CAM
3210
Clark Asset Management
New Hampshire
$421K +$29.7K +31 +7%
CWP
3211
Curated Wealth Partners
California
$419K -$64.2K -67 -13%
BF
3212
Brucke Financial
Indiana
$419K -$3.83K -4 -0.9%
ACM
3213
Andina Capital Management
Utah
$418K -$121K -126 -22%
PPWM
3214
Perissos Private Wealth Management
Oklahoma
$418K +$959 +1 +0.2%
OFG
3215
OmniStar Financial Group
North Carolina
$418K +$432K +451 New
BIA
3216
Bell Investment Advisors
California
$417K -$5.75K -6 -1%
BAS
3217
Breakthru Advisory Services
Wisconsin
$417K +$432K +451 New
BRWM
3218
Blue Rock Wealth Management
North Carolina
$417K +$145K +151 +50%
MW
3219
Maia Wealth
Colorado
$416K -$29.7K -31 -6%
NPFS
3220
Novak & Powell Financial Services
Florida
$416K – – –
PIA
3221
Panoramic Investment Advisors
Colorado
$416K -$96.8K -101 -18%
AIA
3222
AssuredPartners Investment Advisors
Florida
$416K -$16.3K -17 -4%
GCM
3223
Gunderson Capital Management
South Carolina
$415K +$49.8K +52 +13%
CIM
3224
Cambria Investment Management
California
$415K +$211K +220 +96%
BFG
3225
Bouchey Financial Group
New York
$414K +$6.71K +7 +2%
127 128
129
130 131