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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3251
Pin Oak Investment Advisors
Texas
$68K – – –
CWM
3252
Cranbrook Wealth Management
Michigan
$67.4K – – –
DFA
3253
DHJJ Financial Advisors
Illinois
$66K – – –
IRC
3254
Investors Research Corp
Georgia
$64.7K -$16.6K -28 -22%
CTWM
3255
Cherry Tree Wealth Management
Minnesota
$63K – – –
TWP
3256
TFO Wealth Partners
Ohio
$62.7K -$21.9K -37 -28%
PSB
3257
Piscataqua Savings Bank
New Hampshire
$62.7K – – –
KWAG
3258
Kiely Wealth Advisory Group
North Carolina
$59.5K +$51.6K +87 New
SOW
3259
State of Wyoming
Wyoming
$57.4K – – –
CPA
3260
Clear Point Advisors
New York
$53.9K +$48.6K +82 New
MS
3261
Mizuho Securities
Japan
$52.8K -$53.3K -90 -53%
AWM
3262
Avondale Wealth Management
Texas
$51.5K – – –
FWM
3263
Focused Wealth Management
New York
$50.2K – – –
AW
3264
Avion Wealth
Texas
$48K +$2.37K +4 +6%
IHWM
3265
Iron Horse Wealth Management
Iowa
$47.5K -$10.1K -17 -19%
TSW
3266
Thompson Siegel & Walmsley
Virginia
$46K – – –
CTB
3267
Country Trust Bank
Illinois
$43.6K – – –
CC
3268
Centiva Capital
New York
$42.2K -$75.9K -128 -67%
VWA
3269
Valued Wealth Advisors
Utah
$42K +$43.9K +74 New
SFCL
3270
Strengthening Families & Communities LLC
Massachusetts
$39.3K -$44.5K -75 -56%
SGC
3271
Slocum, Gordon & Co
Rhode Island
$38.3K – – –
TWD
3272
True Wealth Design
Ohio
$37K – – –
DCP
3273
DSM Capital Partners
Florida
$36.3K +$32.6K +55 New
CM
3274
Capula Management
Cayman Islands
$34.3K -$183K -308 -86%
RWM
3275
Raffa Wealth Management
District of Columbia
$34.3K -$119K -200 -79%
129 130
131
132 133