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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
3351
E&G Advisors
Texas
$353K -$98.4K -106 -22%
HWM
3352
HighMark Wealth Management
Minnesota
$353K +$1.86K +2 +0.5%
SLA
3353
Silver Lake Advisory
Utah
$352K +$25.1K +27 +8%
LIM
3354
Lathrop Investment Management
Arkansas
$352K – – –
UOTTAIMCU
3355
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$352K – – –
MF
3356
Montis Financial
Massachusetts
$350K -$928 -1 -0.3%
RIM
3357
Reliant Investment Management
Tennessee
$350K -$33.4K -36 -9%
RB
3358
Rodgers Brothers
Pennsylvania
$350K – – –
CCAM
3359
Cascades Capital Asset Management
North Carolina
$349K +$928 +1 +0.3%
CAM
3360
Capco Asset Management
Florida
$348K – – –
RIS
3361
Retirement Income Solutions
Michigan
$348K +$12.1K +13 +4%
WA
3362
Wealthstar Advisors
Texas
$348K +$352K +379 New
WDG
3363
Wealth Dimensions Group
Ohio
$348K +$352K +379 New
FS
3364
Ferguson Shapiro
Georgia
$347K -$24.1K -26 -6%
B
3365
Barings
North Carolina
$347K +$56.6K +61 +19%
TLFA
3366
True Link Financial Advisors
California
$347K +$352K +379 New
BF
3367
Brogan Financial
Tennessee
$346K +$928 +1 +0.3%
LJHT
3368
Laurie J. Hall Trustee
$346K – – –
GGA
3369
Granite Group Advisors
Connecticut
$345K – – –
PFA
3370
Pathway Financial Advisers
Indiana
$345K -$314M -338,558 -100%
PPW
3371
Pasadena Private Wealth
California
$345K +$5.57K +6 +2%
PW
3372
PUREfi Wealth
Massachusetts
$344K +$348K +375 New
CCT
3373
Capital City Trust
Florida
$344K -$17.6K -19 -5%
DPI
3374
Diversified Portfolios Inc
Michigan
$344K +$348K +375 New
SC
3375
Soundwatch Capital
Connecticut
$343K +$25.1K +27 +8%
133 134
135
136 137