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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3301
BCS Wealth Management
Tennessee
$469K -$8.97K -9 -2%
CE
3302
Cornerstone Enterprises
Wisconsin
$469K +$4.98K +5 +1%
LSWM
3303
Lorne Steinberg Wealth Management
Canada
$469K +$21.9K +22 +5%
ACC
3304
Acorn Creek Capital
Colorado
$468K -$27.9K -28 -5%
EF
3305
Elite Financial
Idaho
$468K – – –
YWS
3306
Yarger Wealth Strategies
Ohio
$468K +$19.9K +20 +4%
JFG
3307
JMG Financial Group
Illinois
$468K -$27.9K -28 -5%
E3F
3308
Eight 31 Financial
Texas
$468K -$24.9K -25 -5%
AC
3309
Avenir Corporation
Virginia
$468K – – –
MCI
3310
MRP Capital Investments
Georgia
$468K – – –
VWA
3311
VERITY Wealth Advisors
United States
$468K – – –
PB
3312
Prosperity Bancshares
Texas
$468K +$44.8K +45 +10%
WCP
3313
Wick Capital Partners
Pennsylvania
$467K +$91.7K +92 +23%
BFG
3314
Bouchey Financial Group
New York
$467K -$47.8K -48 -9%
MP
3315
McDonald Partners
Ohio
$467K +$136K +136 +37%
MAG
3316
Mayfair Advisory Group
Alabama
$466K +$75.7K +76 +18%
FWP
3317
Firethorn Wealth Partners
Georgia
$466K +$56.8K +57 +13%
W
3318
WealthCollab
Washington
$464K +$58.8K +59 +14%
GA
3319
GSG Advisors
New Jersey
$464K -$13K -13 -3%
HAM
3320
Harmony Asset Management
Arizona
$463K – – –
NCTC
3321
New Covenant Trust Company
Indiana
$463K +$55.8K +56 +13%
ACH
3322
ArrowMark Colorado Holdings
Colorado
$461K – – –
OIS
3323
Okabena Investment Services
Minnesota
$461K – – –
SF
3324
Schaeffer Financial
Maryland
$461K – – –
FPWM
3325
Five Pine Wealth Management
Idaho
$461K – – –
131 132
133
134 135