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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
3351
Strengthening Families & Communities LLC
Massachusetts
$44K – – –
TWD
3352
True Wealth Design
Ohio
$44K +$2.86K +4 +7%
SGC
3353
Slocum, Gordon & Co
Rhode Island
$42.5K – – –
DCP
3354
DSM Capital Partners
Florida
$40.3K – – –
FFL
3355
Financial Freedom LLC
Ohio
$36.9K – – –
AP
3356
Aspect Partners
Virginia
$34.4K – – –
RWM
3357
Raffa Wealth Management
District of Columbia
$33.7K -$4.28K -6 -12%
MBFW
3358
Morton Brown Family Wealth
Pennsylvania
$33.1K – – –
HCA
3359
Heck Capital Advisors
Wisconsin
$33K – – –
SFA
3360
Semmax Financial Advisors
North Carolina
$32.6K -$1.43K -2 -5%
RWA
3361
Redmont Wealth Advisors
Illinois
$31.5K +$30.7K +43 New
WFA
3362
West Financial Advisors
Iowa
$30K – – –
RL
3363
Rogco LP
Oklahoma
$30K +$6.42K +9 +28%
WIA
3364
Wetzel Investment Advisors
Indiana
$29.9K -$2.14K -3 -7%
FRA
3365
Frank Rimerman Advisors
California
$29.3K – – –
SA
3366
SRH Advisors
Kansas
$29.3K – – –
AFWM
3367
Abich Financial Wealth Management
Virginia
$27.1K +$5.71K +8 +28%
CWAF
3368
Core Wealth Advisors (Florida)
Florida
$26.4K – – –
BSC
3369
Brown Shipley & Co
United Kingdom
$25.5K – – –
RWM
3370
Ruedi Wealth Management
Illinois
$25K – – –
FFA
3371
Frazier Financial Advisors
Ohio
$24.2K +$7.85K +11 +50%
EPW
3372
Evergreen Private Wealth
Colorado
$23.4K – – –
KFP
3373
Keener Financial Planning
Texas
$23K +$14.3K +20 +182%
CWM
3374
CarsonAllaria Wealth Management
Illinois
$22.8K – – –
AS
3375
Altshuler Shaham
Israel
$22.7K -$64.2K -90 -74%
133 134
135
136 137