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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
3426
Kondo Wealth Advisors
California
$401K -$1.99K -2 -0.5%
SWM
3427
Scissortail Wealth Management
Oklahoma
$400K -$11K -11 -3%
NPFS
3428
Novak & Powell Financial Services
Florida
$400K -$12K -12 -3%
UPS
3429
UHLMANN PRICE SECURITIES
Illinois
$400K +$48.8K +49 +13%
WFP
3430
Welch Financial Planning
Colorado
$398K +$51.8K +52 +14%
AIA
3431
Armor Investment Advisors
North Carolina
$398K – – –
TWM
3432
Topsail Wealth Management
North Carolina
$398K -$4.98K -5 -1%
ORAM
3433
One River Asset Management
Connecticut
$397K +$422K +424 New
FSBI
3434
Fearless Solutions (Best Invest)
Texas
$396K – – –
HWA
3435
HHM Wealth Advisors
Tennessee
$396K +$23.9K +24 +6%
FCM
3436
Family Capital Management
Michigan
$396K +$11K +11 +3%
GCM
3437
Gables Capital Management
Florida
$396K +$63.8K +64 +18%
CPC
3438
Consolidated Planning Corp
Georgia
$395K -$1.99K -2 -0.5%
KHC
3439
Koesten Hirschmann & Crabtree
Kansas
$394K +$19.9K +20 +5%
SFS
3440
Summit Financial Strategies
Ohio
$394K +$13K +13 +3%
DWS
3441
Dynamic Wealth Strategies
California
$394K -$74.7K -75 -15%
NLA
3442
Northern Lights Advisors
Washington
$394K +$27.9K +28 +7%
V
3443
ViaWealth
Kansas
$393K +$7.97K +8 +2%
CA
3444
Cambridge Advisors
Nebraska
$393K +$6.97K +7 +2%
BCG
3445
Bravias Capital Group
New Jersey
$392K – – –
STB
3446
S&T Bank
Pennsylvania
$392K -$4.98K -5 -1%
GAG
3447
Goodman Advisory Group
Massachusetts
$392K – – –
MIAS
3448
Mason Investment Advisory Services
Virginia
$392K -$7.97K -8 -2%
AV
3449
Aspiring Ventures
Ohio
$392K +$5.98K +6 +1%
CWMGO
3450
Capstone Wealth Management Group (Oregon)
Oregon
$391K +$55.8K +56 +15%
136 137
138
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