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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
3226
High Note Wealth
Minnesota
$497K +$996 +1 +0.2%
OFW
3227
Omnia Family Wealth
Florida
$497K +$23.9K +24 +5%
AW
3228
Ankerstar Wealth
Texas
$496K +$22.9K +23 +5%
PWA
3229
PCG Wealth Advisors
Kansas
$496K -$8.97K -9 -2%
SFG
3230
Strive Financial Group
Indiana
$496K -$1.45M -1,460 -73%
MFP
3231
Meridian Financial Partners
Virginia
$494K – – –
JFGLC
3232
Johnson Financial Group LLC (Colorado)
Colorado
$494K +$254K +255 +93%
SA
3233
SPG Advisors
Washington
$493K -$9.96K -10 -2%
LIA
3234
LifePlan Investment Advisors
North Carolina
$493K +$117K +117 +29%
IPA
3235
Investment Planning Advisors
Georgia
$490K +$135K +135 +35%
NFP
3236
Narus Financial Partners
Utah
$490K -$24.9K -25 -5%
DA
3237
Detalus Advisors
Missouri
$489K +$26.9K +27 +5%
WAN
3238
Wealth Advisors Northwest
Oregon
$489K +$3.98K +4 +0.8%
AWA
3239
Aletheian Wealth Advisors
Washington
$487K +$37.9K +38 +8%
LWA
3240
Legacy Wealth Advisors
Florida
$487K +$118K +118 +29%
WAM
3241
Winslow Asset Management
Ohio
$487K -$24.9K -25 -5%
NWMG
3242
National Wealth Management Group
Ohio
$487K +$7.97K +8 +2%
FBC
3243
Fairfield, Bush & Co
Connecticut
$487K +$51.8K +52 +11%
PPC
3244
Park Place Capital
Alabama
$486K -$137K -138 -21%
SIA
3245
Sit Investment Associates
Minnesota
$486K – – –
WW
3246
Waterfront Wealth
Kansas
$485K +$161K +162 +44%
CNWM
3247
Clay Northam Wealth Management
California
$484K +$9.96K +10 +2%
SIM
3248
SSI Investment Management
California
$484K – – –
MWA
3249
Motive Wealth Advisors
Michigan
$482K +$8.97K +9 +2%
AFP
3250
ATLas Financial Planning
Georgia
$481K -$57.8K -58 -10%
128 129
130
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