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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3351
OneAscent Wealth Management
Alabama
$358K -$250K -256 -40%
T
3352
Tidemark
California
$358K +$6.83K +7 +2%
BF
3353
Brogan Financial
Tennessee
$358K – – –
AIA
3354
Acute Investment Advisory
Arizona
$357K -$29.2K -30 -7%
EMC
3355
Everest Management Corp
California
$356K -$36.1K -37 -9%
IWP
3356
IAG Wealth Partners
Wisconsin
$355K +$1.95K +2 +0.5%
FS
3357
Ferguson Shapiro
Georgia
$354K -$4.88K -5 -1%
JHCP
3358
Jackson Hole Capital Partners
Oklahoma
$353K – – –
GC
3359
GatePass Capital
Ohio
$351K +$106K +109 +42%
LCC
3360
Lincoln Capital Corp
Rhode Island
$350K -$40.9K -42 -10%
NWA
3361
Navis Wealth Advisors
New York
$349K – – –
YCG
3362
Yeomans Consulting Group
Georgia
$348K -$147K -151 -29%
NPFS
3363
Novak & Powell Financial Services
Florida
$347K +$975 +1 +0.3%
GWSA
3364
Global Wealth Strategies & Associates
Colorado
$346K +$73.1K +75 +26%
HC
3365
Hourglass Capital
Texas
$346K +$39K +40 +12%
DPI
3366
Diversified Portfolios Inc
Michigan
$345K -$9.75K -10 -3%
LIA
3367
LifePlan Investment Advisors
North Carolina
$345K -$32.2K -33 -8%
WAM
3368
WNY Asset Management
New York
$345K +$33.1K +34 +10%
IP
3369
Intellectus Partners
California
$345K – – –
PS
3370
Pinney & Scofield
Massachusetts
$344K – – –
DI
3371
DDFG Inc
California
$343K +$11.7K +12 +3%
HG
3372
Harbor Group
New Hampshire
$343K -$48.7K -50 -12%
RWM
3373
Revisor Wealth Management
Ohio
$343K +$353K +362 New
CMA
3374
Cedar Mountain Advisors
Oregon
$341K -$2.92K -3 -0.8%
JFG
3375
JMG Financial Group
Illinois
$341K +$351K +360 New
133 134
135
136 137