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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
3501
Portland Global Advisors
Maine
$369K +$4.98K +5 +1%
OL
3502
Owen LaRue
Kentucky
$368K +$996 +1 +0.3%
MCP
3503
Martin Capital Partners
Oregon
$368K – – –
CPWM
3504
Cypress Point Wealth Management
Texas
$368K +$392K +393 New
CMA
3505
Cedar Mountain Advisors
Oregon
$367K – – –
SR
3506
Syntax Research
Florida
$367K – – –
FC
3507
Fairscale Capital
New Hampshire
$367K – – –
CWM
3508
C2C Wealth Management
Arizona
$365K +$9.96K +10 +3%
AA
3509
Ascent Advisors
Minnesota
$364K -$4.98K -5 -1%
MPCA
3510
Madison Park Capital Advisors
Washington
$363K +$4.17M +4,189 +1,317%
IWP
3511
Invenio Wealth Partners
Florida
$363K +$17.9K +18 +5%
SLA
3512
Silver Lake Advisory
Utah
$362K – – –
ALAM
3513
Asahi Life Asset Management
Japan
$362K -$673K -675 -64%
TCM
3514
Towercrest Capital Management
Pennsylvania
$360K – – –
FSAG
3515
Financial Solutions Advisory Group
Illinois
$360K +$112K +112 +40%
SIA
3516
Sovereign Investment Advisors
Arizona
$358K +$99.6K +100 +35%
NF
3517
NavPoint Financial
Minnesota
$358K – – –
VFP
3518
Vilga Financial Planning
New Jersey
$357K +$27.9K +28 +8%
SMA
3519
Seven Mile Advisory
New Jersey
$356K -$186K -187 -33%
EWP
3520
E-Wealth Partners
Minnesota
$356K -$12K -12 -3%
RRA
3521
Red Reef Advisors
Florida
$356K -$9.96K -10 -3%
AWMG
3522
Alliance Wealth Management Group
New Jersey
$356K – – –
BF
3523
Brogan Financial
Tennessee
$356K +$996 +1 +0.3%
CAM
3524
Capco Asset Management
Florida
$355K – – –
AIP
3525
Avail Investment Partners
Pennsylvania
$355K +$12K +12 +3%
139 140
141
142 143