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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
3326
Summit Financial Wealth Advisors
Louisiana
$373K +$12.7K +13 +3%
SR
3327
Syntax Research
Florida
$371K – – –
DFP
3328
Defined Financial Planning
California
$370K +$89.7K +92 +31%
SCM
3329
Stonehearth Capital Management
Massachusetts
$370K – – –
SIA
3330
Summit Investment Advisors
Maryland
$368K – – –
MLFP
3331
MPS Loria Financial Planners
Illinois
$368K – – –
LW
3332
Libra Wealth
California
$367K – – –
HAG
3333
HF Advisory Group
Maryland
$367K +$975 +1 +0.3%
FOR
3334
Family Office Research
Maryland
$366K +$1.95K +2 +0.5%
TC
3335
Trust Company
Kansas
$365K -$114K -117 -23%
SLA
3336
Silver Lake Advisory
Utah
$364K +$975 +1 +0.3%
PFM
3337
Phillips Financial Management
Indiana
$364K +$72.1K +74 +24%
LIM
3338
Lathrop Investment Management
Arkansas
$363K – – –
ECM
3339
Elgethun Capital Management
South Dakota
$363K -$9.75K -10 -3%
KA
3340
Kure Advisory
Minnesota
$362K +$373K +383 New
BMD
3341
Better Money Decisions
New Mexico
$362K +$19.5K +20 +6%
SPWM
3342
Spartan Planning & Wealth Management
North Carolina
$362K -$441K -452 -54%
MF
3343
Montis Financial
Massachusetts
$362K – – –
CWMK
3344
Caliber Wealth Management (Kansas)
Kansas
$362K +$372K +382 New
WA
3345
Wealthstar Advisors
Texas
$361K +$2.92K +3 +0.8%
IA
3346
IMZ Advisory
Florida
$360K +$370K +380 New
CAM
3347
Capco Asset Management
Florida
$359K – – –
RIS
3348
Retirement Income Solutions
Michigan
$359K – – –
MFA
3349
Morling Financial Advisors
California
$359K +$370K +380 New
AGP
3350
Aspire Growth Partners
Florida
$359K +$18.5K +19 +6%
132 133
134
135 136