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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3401
Financial Council
Maryland
$330K – – –
SF
3402
Seek First
California
$330K +$340K +349 New
TCM
3403
Towercrest Capital Management
Pennsylvania
$329K – – –
AA
3404
Addison Advisors
Vermont
$329K +$12.7K +13 +4%
WTFG
3405
Wells Trecaso Financial Group
Ohio
$329K -$20.5K -21 -6%
RK
3406
Rather & Kittrell
Tennessee
$329K -$18.5K -19 -5%
RRA
3407
Round Rock Advisors
Connecticut
$329K -$171K -175 -33%
SC
3408
Soundwatch Capital
Connecticut
$328K -$26.3K -27 -7%
RL
3409
Retireful LLC
Michigan
$328K +$344K +353 New
CCT
3410
Capital City Trust
Florida
$326K -$29.2K -30 -8%
BWM
3411
Birchcreek Wealth Management
Ohio
$326K -$28.3K -29 -8%
GCM
3412
G2 Capital Management
Ohio
$326K +$335K +344 New
AWMG
3413
Alliance Wealth Management Group
New Jersey
$326K – – –
SPI
3414
Sutton Place Investors
New York
$325K +$46.8K +48 +16%
SM
3415
Sensible Money
Arizona
$324K – – –
LA
3416
Latitude Advisors
Florida
$323K +$9.75K +10 +3%
GC
3417
Gilbert & Cook
Iowa
$323K -$56.5K -58 -15%
LIA
3418
Lynx Investment Advisory
District of Columbia
$323K – – –
TA
3419
TKG Advisors
Indiana
$323K +$3.9K +4 +1%
AWP
3420
Atlas Wealth Partners
Pennsylvania
$322K – – –
CWA
3421
Cornerstone Wealth Advisors
Minnesota
$322K – – –
SPAS
3422
Spectrum Planning & Advisory Services
California
$322K – – –
GDP
3423
Great Diamond Partners
Maine
$322K -$5.85K -6 -2%
MIM
3424
Martin Investment Management
Florida
$321K -$46.8K -48 -12%
SSC
3425
Syverson Strege & Co
Iowa
$320K +$13.7K +14 +4%
135 136
137
138 139