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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3351
Gunderson Capital Management
South Carolina
$397K +$10.9K +12 +3%
RK
3352
Rather & Kittrell
Tennessee
$397K +$36.2K +40 +10%
PWP
3353
Precedent Wealth Partners
Texas
$396K +$29K +32 +7%
WLPWM
3354
Walled Lake Planning & Wealth Management
Illinois
$395K +$2.72K +3 +0.7%
FCMT
3355
Founders Capital Management (Texas)
Texas
$395K – – –
IAG
3356
Investment Advisory Group
Massachusetts
$395K +$16.3K +18 +4%
HPIA
3357
Hamilton Point Investment Advisors
North Carolina
$395K +$214K +236 +107%
LWM
3358
LeConte Wealth Management
Tennessee
$393K -$906 -1 -0.2%
BAS
3359
Breakthru Advisory Services
Wisconsin
$393K +$4.53K +5 +1%
GDP
3360
Great Diamond Partners
Maine
$392K -$29K -32 -7%
B
3361
Birchbrook
Maine
$392K – – –
FWA
3362
Flagship Wealth Advisors
Massachusetts
$392K – – –
NLP
3363
Next Level Private
New York
$392K +$5.44K +6 +1%
AWAU
3364
Alliance Wealth Advisors (Utah)
Utah
$392K +$51.7K +57 +14%
PPWM
3365
Perissos Private Wealth Management
Oklahoma
$390K – – –
TSW
3366
Three Seasons Wealth
Utah
$390K -$4.53K -5 -1%
EPW
3367
Endeavor Private Wealth
Kansas
$390K -$19.9K -22 -5%
WW
3368
Westshore Wealth
California
$389K -$21.7K -24 -5%
BRWM
3369
Blue Rock Wealth Management
North Carolina
$389K – – –
QPW
3370
Quantum Private Wealth
Florida
$388K +$9.06K +10 +2%
PIA
3371
Panoramic Investment Advisors
Colorado
$387K – – –
AF
3372
Affiance Financial
Minnesota
$387K +$7.25K +8 +2%
CSA
3373
Cottage Street Advisors
Massachusetts
$387K -$7.25K -8 -2%
GBWM
3374
Granite Bay Wealth Management
New Hampshire
$386K +$23.6K +26 +6%
TWM
3375
Tripletail Wealth Management
Florida
$386K -$18.1K -20 -4%
133 134
135
136 137