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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
3326
Next Level Private
New York
$211K +$194K +248 New
GKIM
3327
GW&K Investment Management
Massachusetts
$211K +$35.1K +45 +22%
KFS
3328
Kelly Financial Services
Massachusetts
$210K +$780 +1 +0.4%
WFAG
3329
Worth Financial Advisory Group
North Carolina
$210K +$193K +247 New
CIM
3330
Confluence Investment Management
Missouri
$210K +$193K +247 New
IWP
3331
Innova Wealth Partners
Pennsylvania
$210K +$193K +247 New
LC
3332
LCNB Corp
Ohio
$210K +$193K +247 New
NIMI
3333
Natixis Investment Managers International
France
$209K -$43.7K -56 -19%
AWAU
3334
Alliance Wealth Advisors (Utah)
Utah
$209K +$192K +246 New
CPW
3335
Crestmont Private Wealth
Texas
$209K +$192K +246 New
ICM
3336
Intrepid Capital Management
Florida
$209K +$192K +246 New
CPCP
3337
Cedar Point Capital Partners
Iowa
$208K +$191K +245 New
MGWA
3338
Monument Group Wealth Advisors
Massachusetts
$208K +$191K +245 New
BZWA
3339
Blue Zone Wealth Advisors
California
$207K -$346K -444 -65%
AA
3340
Alesco Advisors
New York
$207K +$190K +244 New
AIM
3341
AMI Investment Management
Indiana
$207K +$190K +244 New
VSQM
3342
V-Square Quantitative Management
Illinois
$207K -$97.5K -125 -34%
GPWA
3343
Great Point Wealth Advisors
Massachusetts
$207K +$190K +243 New
GWAM
3344
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K +$190K +243 New
SWP
3345
Summit Wealth Partners
Florida
$206K +$189K +242 New
ECAM
3346
East Coast Asset Management
Massachusetts
$206K -$45.3K -58 -19%
AFA
3347
AA Financial Advisors
Ohio
$206K +$189K +242 New
SWK
3348
Stephen W. Kidder
$205K +$188K +241 New
AIM
3349
Athena Investment Management
California
$204K +$187K +240 New
MS
3350
Mizuho Securities
Japan
$204K -$211K -270 -53%
132 133
134
135 136