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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3451
CWC Advisors
Oregon
$311K +$321K +329 New
MHWM
3452
Montz Harcus Wealth Management
Louisiana
$311K – – –
VFPW
3453
Vantage Financial Partners (Wisconsin)
Wisconsin
$311K +$975 +1 +0.3%
SW
3454
Schulz Wealth
Texas
$310K -$1.95K -2 -0.6%
FF
3455
Friedenthal Financial
New Jersey
$310K +$40.9K +42 +15%
BWA
3456
BlueChip Wealth Advisors
Georgia
$309K +$7.8K +8 +3%
RAM
3457
Riggs Asset Management
Pennsylvania
$308K -$61.4K -63 -16%
JAA
3458
Joel Adams & Associates
North Carolina
$308K – – –
MPAM
3459
Murphy Pohlad Asset Management
Minnesota
$308K – – –
AWM
3460
Altus Wealth Management
Kentucky
$308K +$97.5K +100 +44%
SPWG
3461
Sage Private Wealth Group
Illinois
$308K +$2.92K +3 +0.9%
CWA
3462
CogentBlue Wealth Advisors
Tennessee
$308K +$317K +325 New
GIM
3463
Gold Investment Management
Alberta, Canada
$307K – – –
WCM
3464
Westend Capital Management
California
$307K – – –
PA
3465
Promethium Advisors
Maryland
$307K -$15.6K -16 -5%
JWWM
3466
Johnson & White Wealth Management
Pennsylvania
$307K – – –
1NWS
3467
1 North Wealth Services
Maryland
$306K – – –
NCTC
3468
New Covenant Trust Company
Indiana
$304K -$12.7K -13 -4%
OAM
3469
Oxford Asset Management
United Kingdom
$304K +$313K +321 New
WWMSC
3470
Wagner Wealth Management (South Carolina)
South Carolina
$302K +$975 +1 +0.3%
NJBEST
3471
New Jersey Better Educational Savings Trust
New Jersey
$302K – – –
CWMA
3472
Capstone Wealth Management (Alabama)
Alabama
$301K +$7.8K +8 +3%
ML
3473
Mayport LLC
Massachusetts
$301K +$310K +318 New
TLCM
3474
Twin Lakes Capital Management
California
$301K -$390K -400 -56%
SFS
3475
Sharp Financial Services
Pennsylvania
$301K +$975 +1 +0.3%
137 138
139
140 141