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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
STB
3276
S&T Bank
Pennsylvania
$233K – – –
EWA
3277
Evolution Wealth Advisors
Florida
$233K +$214K +274 New
AWA
3278
Authentikos Wealth Advisory
California
$233K +$780 +1 +0.4%
IWP
3279
IAG Wealth Partners
Wisconsin
$232K – – –
FTC
3280
Farmers Trust Company
Ohio
$232K -$17.2K -22 -7%
FNWA
3281
Financial Network Wealth Advisors
Utah
$232K +$213K +273 New
MW
3282
Members Wealth
Pennsylvania
$231K +$183K +234 New
IWS
3283
Integrity Wealth Solutions
Colorado
$230K -$74.1K -95 -26%
MFG
3284
Mendota Financial Group
Wisconsin
$230K – – –
PP
3285
PFS Partners
New Jersey
$228K – – –
PFM
3286
Phillips Financial Management
Indiana
$227K +$208K +267 New
MWA
3287
Monograph Wealth Advisors
California
$227K +$208K +267 New
NRW
3288
Nova R Wealth
Kansas
$227K +$208K +267 New
HIM
3289
Hanlon Investment Management
New Jersey
$227K +$208K +267 New
PWA
3290
Provenance Wealth Advisors
Florida
$227K – – –
NPFS
3291
Novak & Powell Financial Services
Florida
$227K +$208K +267 New
WP
3292
Wealthspan Partners
Iowa
$227K +$208K +267 New
OA
3293
Operose Advisors
Wisconsin
$226K -$11.7K -15 -5%
SA
3294
Strategic Advocates
Utah
$225K -$161K -206 -44%
AI
3295
Arvest Investments
Arkansas
$225K – – –
CWM
3296
Cahill Wealth Management
Michigan
$225K +$207K +265 New
ACM
3297
Advance Capital Management
Michigan
$225K -$60.9K -78 -23%
IFAM
3298
Institutional & Family Asset Management
Colorado
$224K +$38.2K +49 +23%
SIAS
3299
Summit Investment Advisory Services
Minnesota
$223K +$205K +263 New
WPW
3300
Watershed Private Wealth
Illinois
$222K +$204K +262 New
130 131
132
133 134