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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3301
Bourgeon Capital Management
Connecticut
$420K – – –
HNW
3302
High Note Wealth
Minnesota
$420K – – –
OIS
3303
Okabena Investment Services
Minnesota
$420K +$441K +487 New
HWA
3304
HHM Wealth Advisors
Tennessee
$419K -$5.44K -6 -1%
GP
3305
Geneva Partners
Wisconsin
$418K -$2.72K -3 -0.6%
LSA
3306
Leonteq Securities AG
Switzerland
$418K -$710K -783 -62%
LAS
3307
LWM Advisory Services
Florida
$418K -$10.9K -12 -2%
SFS
3308
Security Financial Services
Indiana
$417K -$25.4K -28 -5%
QA
3309
Quattro Advisors
Pennsylvania
$417K +$438K +483 New
AIM
3310
Avity Investment Management
Connecticut
$417K -$2.72K -3 -0.6%
AF
3311
ASL Financial
California
$417K +$438K +483 New
CKAIS
3312
Christensen King & Associates Investment Services
Washington
$416K -$18.1K -20 -4%
GA
3313
GSG Advisors
New Jersey
$415K +$9.06K +10 +2%
AWM
3314
Activest Wealth Management
Florida
$415K -$113K -125 -21%
CA
3315
COFG Advisors
Illinois
$415K +$436K +481 New
JBA
3316
Johnson Bixby & Associates
Washington
$414K +$13.6K +15 +3%
JRPIM
3317
Journey Retirement Planning & Investment Management
Idaho
$414K +$435K +480 New
GPA
3318
Guerra Pan Advisors
New Jersey
$412K – – –
KHC
3319
Koesten Hirschmann & Crabtree
Kansas
$411K +$136K +150 +46%
RWM
3320
Reston Wealth Management
Virginia
$410K +$101K +112 +31%
SL
3321
Summitry LLC
California
$410K -$48.9K -54 -10%
FDW
3322
Fourth Dimension Wealth
Ohio
$410K +$86.1K +95 +25%
TPM
3323
Triasima Portfolio Management
Quebec, Canada
$410K -$3.91M -4,314 -90%
YWS
3324
Yarger Wealth Strategies
Ohio
$409K -$179K -197 -29%
FWP
3325
Flatrock Wealth Partners
California
$409K +$430K +474 New
131 132
133
134 135