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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
3376
Perissos Private Wealth Management
Oklahoma
$451K – – –
FVWA
3377
Foster Victor Wealth Advisors
South Carolina
$450K +$975 +1 +0.2%
WJA
3378
Willis Johnson & Associates
Texas
$449K -$36.1K -37 -8%
PCMNC
3379
Piedmont Capital Management (North Carolina)
North Carolina
$449K -$9.74K -10 -2%
BRWM
3380
Blue Rock Wealth Management
North Carolina
$449K – – –
B
3381
Birchbrook
Maine
$448K -$4.87K -5 -1%
QPW
3382
Quantum Private Wealth
Florida
$448K – – –
VWM
3383
Vermillion Wealth Management
Minnesota
$448K -$87.7K -90 -17%
S
3384
Sachetta
Massachusetts
$448K +$314K +322 +254%
PIA
3385
Panoramic Investment Advisors
Colorado
$447K – – –
CSA
3386
Cottage Street Advisors
Massachusetts
$446K -$975 -1 -0.2%
BAS
3387
Breakthru Advisory Services
Wisconsin
$441K -$12.7K -13 -3%
SPWM
3388
Schrum Private Wealth Management
Florida
$441K – – –
FDW
3389
Fourth Dimension Wealth
Ohio
$441K -$32.2K -33 -7%
GRR
3390
Golden Reserve Retirement
Ohio
$440K -$700K -718 -62%
FM
3391
Foster & Motley
Ohio
$440K -$19.5K -20 -4%
FWP
3392
Firethorn Wealth Partners
Georgia
$440K +$12.7K +13 +3%
PWAM
3393
Private Wealth Asset Management
Iowa
$439K -$234K -240 -35%
GWSA
3394
Global Wealth Strategies & Associates
Colorado
$439K +$53.6K +55 +14%
W
3395
Wealthquest
Ohio
$439K +$119K +122 +38%
SWP
3396
Semus Wealth Partners
Florida
$439K +$975 +1 +0.2%
TWM
3397
Tripletail Wealth Management
Florida
$438K -$15.6K -16 -4%
EFL
3398
ERn Financial LLC
Wisconsin
$438K -$21.4K -22 -5%
NPFS
3399
Novak & Powell Financial Services
Florida
$438K -$5.85K -6 -1%
HIM
3400
Hanlon Investment Management
New Jersey
$437K +$62.4K +64 +17%
134 135
136
137 138