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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
3226
Arvest Bank Trust Division
Oklahoma
$410K +$13K +14 +3%
NLWP
3227
Next Level Wealth Planning
Idaho
$409K +$414K +446 New
PWA
3228
Peterson Wealth Advisors
Utah
$408K +$21.3K +23 +5%
B
3229
Birchbrook
Maine
$408K -$1.86K -2 -0.4%
BCI
3230
Blue Capital Inc
Nebraska
$408K +$413K +445 New
QPW
3231
Quantum Private Wealth
Florida
$407K – – –
SPWM
3232
Schrum Private Wealth Management
Florida
$406K +$411K +443 New
NFP
3233
Narus Financial Partners
Utah
$406K +$16.7K +18 +4%
PAG
3234
Paladin Advisory Group
Iowa
$405K – – –
IAA
3235
Ironsides Asset Advisors
North Carolina
$404K – – –
T
3236
Transce3nd
Texas
$402K +$407K +439 New
DTL
3237
Dynamic Technology Lab
Singapore
$402K +$407K +439 New
SWM
3238
Seaside Wealth Management
California
$401K – – –
MAG
3239
MRA Advisory Group
New Jersey
$401K +$123K +133 +44%
WAS
3240
Wealth Advisory Solutions
Indiana
$401K +$35.3K +38 +10%
CFMC
3241
Curbstone Financial Management Corp
New Hampshire
$401K +$406K +438 New
LIS
3242
Legacy Investment Solutions
Idaho
$400K +$2.78K +3 +0.8%
LWMI
3243
Legacy Wealth Management (Idaho)
Idaho
$400K +$2.78K +3 +0.8%
TFA
3244
TPG Financial Advisors
Oregon
$399K +$127K +137 +46%
CM
3245
Capula Management
Cayman Islands
$399K -$45.7M -49,237 -99%
WN
3246
Williams & Novak
California
$399K -$38K -41 -9%
SCM
3247
Stordahl Capital Management
Colorado
$399K – – –
BFG
3248
Bouchey Financial Group
New York
$398K +$403K +434 New
PWP
3249
Precedent Wealth Partners
Texas
$398K +$31.5K +34 +9%
V
3250
ViaWealth
Kansas
$397K +$4.64K +5 +1%
128 129
130
131 132