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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3276
Cathy Pareto & Associates
Florida
$392K – – –
AWA
3277
AGH Wealth Advisors
Kansas
$391K -$13.7K -14 -3%
NCM
3278
NCM Capital Management
New Jersey
$391K – – –
MTWM
3279
Masso Torrence Wealth Management
New Jersey
$391K +$403K +413 New
MWP
3280
Meridian Wealth Partners
Pennsylvania
$390K +$3.9K +4 +1%
CL
3281
CVFG LLC
Indiana
$390K -$165K -169 -29%
SCA
3282
STALEY CAPITAL ADVISERS
Pennsylvania
$390K -$5.85K -6 -1%
GCM
3283
Goldstream Capital Management
Hong Kong
$390K – – –
V
3284
ViaWealth
Kansas
$389K -$21.4K -22 -5%
LWA
3285
Ledgewood Wealth Advisors
New Hampshire
$388K – – –
WFS
3286
Widmann Financial Services
Maryland
$388K – – –
WDG
3287
Wealth Dimensions Group
Ohio
$387K +$29.2K +30 +8%
WA
3288
Westfuller Advisors
New York
$387K +$145K +149 +57%
CW
3289
Code Waechter
Florida
$387K -$6.83K -7 -2%
DSAM
3290
Dock Street Asset Management
Florida
$387K -$20.5K -21 -5%
WCP
3291
Wealthcare Capital Partners
Pennsylvania
$386K +$15.6K +16 +4%
FPW
3292
Flywheel Private Wealth
California
$386K – – –
LRIC
3293
Long Road Investment Counsel
Michigan
$386K – – –
HCM
3294
Hudson Capital Management
New Jersey
$386K +$7.8K +8 +2%
CLOS
3295
Compagnie Lombard Odier SCmA
Switzerland
$385K +$56.5K +58 +17%
SFC
3296
Summit Financial Consulting
Michigan
$385K +$397K +407 New
TFA
3297
Tobias Financial Advisors
Florida
$384K +$19.5K +20 +5%
GPA
3298
Guidance Point Advisors
Massachusetts
$384K – – –
SAM
3299
SP Asset Management
California
$382K +$975 +1 +0.2%
IAG
3300
Investment Advisory Group
Massachusetts
$382K -$79.9K -82 -17%
130 131
132
133 134