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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3351
Kure Advisory
Minnesota
$350K -$48.9K -51 -12%
GWM
3352
Gitterman Wealth Management
New Jersey
$350K -$47K -49 -11%
HI
3353
Hoey Investments
Pennsylvania
$349K -$19.2K -20 -5%
AIA
3354
Acute Investment Advisory
Arizona
$349K – – –
VF
3355
Vawter Financial
Ohio
$349K +$361K +377 New
PC
3356
Port Capital
Illinois
$348K -$11.5K -12 -3%
DWM
3357
Denver Wealth Management
Colorado
$348K -$28.8K -30 -7%
CCM
3358
Chiron Capital Management
Florida
$347K -$79.6K -83 -18%
SO
3359
Sierra Ocean
California
$347K -$209K -218 -37%
IP
3360
Intellectus Partners
California
$347K +$959 +1 +0.3%
FS
3361
Ferguson Shapiro
Georgia
$346K – – –
6F
3362
626 Financial
Michigan
$346K -$6.71K -7 -2%
THL
3363
Tillman Hartley LLC
Colorado
$346K +$76.7K +80 +27%
EBA
3364
Eagle Bay Advisors
New York
$346K -$37.4K -39 -9%
RW
3365
Rede Wealth
Virginia
$346K +$358K +374 New
KTM
3366
Keeler Thomas Management
Utah
$345K -$3.83K -4 -1%
PWMA
3367
Pension & Wealth Management Advisors
Massachusetts
$343K +$46K +48 +15%
DPI
3368
Diversified Portfolios Inc
Michigan
$342K -$3.83K -4 -1%
SCM
3369
Stonehearth Capital Management
Massachusetts
$342K -$21.1K -22 -6%
SPI
3370
Sutton Place Investors
New York
$342K -$6.71K -7 -2%
BWMG
3371
Barnes Wealth Management Group
California
$341K +$3.83K +4 +1%
LWM
3372
Lakeridge Wealth Management
Ohio
$341K -$331K -345 -48%
FOR
3373
Family Office Research
Maryland
$340K -$19.2K -20 -5%
TFA
3374
TPG Financial Advisors
Oregon
$340K +$89.1K +93 +34%
PW
3375
PUREfi Wealth
Massachusetts
$340K – – –
133 134
135
136 137