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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3251
Rexford Capital
Texas
$399K +$8.63K +9 +2%
LAM
3252
Lifestyle Asset Management
Texas
$398K +$208K +217 +102%
WCP
3253
Wealthcare Capital Partners
Pennsylvania
$397K – – –
MWM
3254
Moulton Wealth Management
Washington
$397K – – –
NWA
3255
New World Advisors
Massachusetts
$396K -$33.5K -35 -8%
PWP
3256
Precedent Wealth Partners
Texas
$395K -$62.3K -65 -13%
V
3257
ViaWealth
Kansas
$395K +$14.4K +15 +4%
AWA
3258
Amplius Wealth Advisors
Pennsylvania
$394K -$427K -445 -51%
HHRDM
3259
H&H Retirement Design & Management
Nevada
$394K +$1.92K +2 +0.5%
GKIM
3260
GW&K Investment Management
Massachusetts
$392K – – –
SCM
3261
Seascape Capital Management
New Hampshire
$392K +$6.71K +7 +2%
FSBI
3262
Fearless Solutions (Best Invest)
Texas
$392K – – –
BBA
3263
Braun-Bostich & Associates
Pennsylvania
$391K -$6.71K -7 -2%
GBWM
3264
Granite Bay Wealth Management
New Hampshire
$390K -$866K -904 -68%
RK
3265
Rather & Kittrell
Tennessee
$389K +$50.8K +53 +14%
CP
3266
Covenant Partners
Tennessee
$389K – – –
GKFF
3267
George Kaiser Family Foundation
Oklahoma
$389K – – –
BA
3268
Bluesphere Advisors
Pennsylvania
$388K – – –
GAG
3269
Goodman Advisory Group
Massachusetts
$388K – – –
NCM
3270
Northwest Capital Management
Oregon
$384K -$153K -160 -28%
RWM
3271
Revisor Wealth Management
Ohio
$384K +$43.1K +45 +12%
AWA
3272
AGH Wealth Advisors
Kansas
$384K -$959 -1 -0.2%
MFP
3273
Meridian Financial Partners
Virginia
$383K – – –
UBV
3274
United Bank (Virginia)
Virginia
$383K +$56.6K +59 +17%
NCM
3275
NCM Capital Management
New Jersey
$382K -$2.88K -3 -0.7%
129 130
131
132 133