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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
3326
Johnson Bixby & Associates
Washington
$479K – – –
DWM
3327
Dynasty Wealth Management
Florida
$479K +$98.4K +101 +27%
SA
3328
SPWM Advisors
Michigan
$478K +$2.92K +3 +0.6%
MW
3329
Maia Wealth
Colorado
$478K +$9.74K +10 +2%
LSWM
3330
Lorne Steinberg Wealth Management
Canada
$477K +$8.77K +9 +2%
LFS
3331
Lighthouse Financial Services
California
$477K +$975 +1 +0.2%
AIM
3332
Avity Investment Management
Connecticut
$476K -$4.87K -5 -1%
GPA
3333
Guerra Pan Advisors
New Jersey
$476K – – –
HHRDM
3334
H&H Retirement Design & Management
Nevada
$474K -$172K -177 -27%
RK
3335
Rather & Kittrell
Tennessee
$473K +$14.6K +15 +3%
NLP
3336
Next Level Private
New York
$473K +$18.5K +19 +4%
6F
3337
626 Financial
Michigan
$472K +$97.5K +100 +27%
CASB
3338
Cape Ann Savings Bank
Massachusetts
$472K – – –
SMCM
3339
Sky-Mountain Capital Management
Idaho
$472K -$75K -77 -14%
SNBOSD
3340
Security National Bank of So Dak
Iowa
$471K -$37K -38 -7%
OCM
3341
Osbon Capital Management
Massachusetts
$471K +$292K +300 +173%
PPWM
3342
PFG Private Wealth Management
Florida
$470K +$44.8K +46 +11%
GA
3343
GoalVest Advisory
New York
$470K -$18.5K -19 -4%
AWA
3344
Amplius Wealth Advisors
Pennsylvania
$470K +$43.9K +45 +11%
TPM
3345
Triasima Portfolio Management
Quebec, Canada
$470K -$2.92K -3 -0.6%
RMC
3346
Ring Mountain Capital
California
$470K +$10.7K +11 +2%
FCFC
3347
First Commonwealth Financial Corp
Pennsylvania
$470K -$719K -738 -61%
CFS
3348
CGC Financial Services
Oregon
$470K – – –
SA
3349
Stewardship Advisors
Pennsylvania
$469K -$975 -1 -0.2%
JF
3350
JMN Financial
Ohio
$469K +$63.3K +65 +16%
132 133
134
135 136