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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3401
Scissortail Wealth Management
Oklahoma
$437K – – –
NCTC
3402
New Covenant Trust Company
Indiana
$437K +$113K +116 +36%
GWAG
3403
Garrett Wealth Advisory Group
Texas
$437K +$428K +439 New
CCM
3404
Charter Capital Management
Wisconsin
$437K +$2.92K +3 +0.7%
HPBT
3405
Hickory Point Bank & Trust
Illinois
$436K +$1.95K +2 +0.5%
AW
3406
Atlas Wealth
Ohio
$436K +$68.2K +70 +19%
HWM
3407
HighMark Wealth Management
Minnesota
$436K -$25.3K -26 -6%
W
3408
WealthCollab
Washington
$435K -$5.92M -6,077 -93%
CCM
3409
Cloud Capital Management
Washington
$435K +$117K +120 +38%
PFM
3410
Phillips Financial Management
Indiana
$435K +$10.7K +11 +3%
SCM
3411
Stordahl Capital Management
Colorado
$433K – – –
SFC
3412
Summit Financial Consulting
Michigan
$433K +$24.4K +25 +6%
JWM
3413
Jacksonville Wealth Management
Florida
$433K +$1.95K +2 +0.5%
SCA
3414
Stonebridge Capital Advisors
Minnesota
$433K +$24.4K +25 +6%
EMC
3415
Everest Management Corp
California
$432K +$76K +78 +22%
AP
3416
Advisortrust Partners
North Carolina
$432K -$359K -368 -46%
FPL
3417
Fortress Private Ledger
North Carolina
$432K +$422K +433 New
DI
3418
DDFG Inc
California
$431K +$72.1K +74 +21%
WW
3419
Westshore Wealth
California
$430K -$18.5K -19 -4%
TC
3420
Tacita Capital
Ontario, Canada
$430K – – –
BWM
3421
Baron Wealth Management
Michigan
$430K +$165K +169 +65%
KWA
3422
Kondo Wealth Advisors
California
$429K +$94.5K +97 +29%
TWM
3423
Topsail Wealth Management
North Carolina
$428K +$122K +125 +41%
WWA
3424
Wingate Wealth Advisors
Massachusetts
$428K -$101K -104 -19%
SEP
3425
Signature Equity Partners
Ohio
$428K -$99.4K -102 -19%
135 136
137
138 139