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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
3426
Pennington Partners & Co
Maryland
$427K +$975 +1 +0.2%
BWM
3427
Brown Wealth Management
Illinois
$426K +$100K +103 +32%
MIAS
3428
Mason Investment Advisory Services
Virginia
$426K – – –
LWA
3429
LifeGoal Wealth Advisors
New York
$426K +$416K +427 New
RWM
3430
Revisor Wealth Management
Ohio
$425K -$19.5K -20 -4%
AIA
3431
Armor Investment Advisors
North Carolina
$424K – – –
SC
3432
Shay Capital
New York
$423K +$414K +425 New
MLFP
3433
MPS Loria Financial Planners
Illinois
$423K +$35.1K +36 +9%
CPC
3434
Consolidated Planning Corp
Georgia
$422K -$2.6M -2,669 -86%
DWM
3435
DecisionMap Wealth Management
Virginia
$422K +$15.6K +16 +4%
UBV
3436
United Bank (Virginia)
Virginia
$422K +$21.4K +22 +5%
STB
3437
S&T Bank
Pennsylvania
$422K +$37K +38 +10%
LA
3438
Latitude Advisors
Florida
$422K +$47.8K +49 +13%
MAG
3439
Mayfair Advisory Group
Alabama
$422K +$87.7K +90 +27%
FSBI
3440
Fearless Solutions (Best Invest)
Texas
$422K – – –
RB
3441
Renasant Bank
Mississippi
$420K -$201K -206 -33%
HFS
3442
Hopwood Financial Services
Virginia
$420K -$43.9K -45 -10%
RBWA
3443
RFG - Bristol Wealth Advisors
Massachusetts
$420K +$975 +1 +0.2%
EPW
3444
Endeavor Private Wealth
Kansas
$419K -$30.2K -31 -7%
IP
3445
Intellectus Partners
California
$419K +$32.2K +33 +9%
GKFF
3446
George Kaiser Family Foundation
Oklahoma
$419K – – –
CW
3447
Code Waechter
Florida
$419K +$7.8K +8 +2%
SCM
3448
Seascape Capital Management
New Hampshire
$418K -$975 -1 -0.2%
GAG
3449
Goodman Advisory Group
Massachusetts
$418K – – –
SW
3450
SMART Wealth
Nebraska
$417K +$17.5K +18 +4%
136 137
138
139 140