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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
3251
Glass Jacobson Investment Advisors
Maryland
$245K – – –
SL
3252
Summitry LLC
California
$245K -$4.68K -6 -2%
FBC
3253
Fairfield, Bush & Co
Connecticut
$244K -$19.5K -25 -8%
SPP
3254
Single Point Partners
Massachusetts
$244K -$21.8K -28 -9%
PPG
3255
Peak Planning Group
Colorado
$244K – – –
VAM
3256
Verity Asset Management
North Carolina
$243K -$188K -241 -46%
RW
3257
Regimen Wealth
Georgia
$242K +$6.24K +8 +3%
OFW
3258
Omnia Family Wealth
Florida
$241K +$222K +284 New
WDC
3259
Woodward Diversified Capital
California
$241K +$222K +284 New
NIWA
3260
New Insight Wealth Advisors
California
$241K +$4.68K +6 +2%
HWMG
3261
Hurlow Wealth Management Group
Indiana
$241K – – –
FA
3262
Financial Avengers
California
$240K – – –
NIM
3263
Nexus Investment Management
Ontario, Canada
$240K -$704K -902 -76%
GCM
3264
Gables Capital Management
Florida
$240K – – –
TCM
3265
Triumph Capital Management
Colorado
$239K -$171K -219 -44%
WFS
3266
Walker Financial Services
Kentucky
$239K -$780 -1 -0.4%
MWM
3267
MBE Wealth Management
Wisconsin
$239K +$4.68K +6 +2%
RFG
3268
REAP Financial Group
Texas
$239K -$156K -200 -42%
WIM
3269
Warwick Investment Management
Texas
$238K -$780 -1 -0.4%
CWM
3270
Campbell Wealth Management
Virginia
$237K +$218K +279 New
OPWM
3271
Oxinas Partners Wealth Management
Indiana
$237K +$217K +278 New
DLCIG
3272
D.L. Carlson Investment Group
New Hampshire
$235K – – –
KFS
3273
Keynote Financial Services
Connecticut
$234K – – –
CWM
3274
C2C Wealth Management
Arizona
$234K +$1.56K +2 +0.7%
STB
3275
S&T Bank
Pennsylvania
$233K – – –
129 130
131
132 133