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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
3501
Wealth Watch Advisors
Colorado
$380K +$71.7K +72 +22%
PFM
3502
Phillips Financial Management
Indiana
$379K -$30.9K -31 -7%
AOI
3503
Auto-Owners Insurance
Michigan
$379K – – –
NIM
3504
Nicollet Investment Management
Minnesota
$377K – – –
NEWAS
3505
N.E.W. Advisory Services
Wisconsin
$377K +$40.9K +41 +11%
EIA
3506
Eldridge Investment Advisors
New Hampshire
$376K +$2.99K +3 +0.8%
LIM
3507
Lathrop Investment Management
Arkansas
$376K – – –
LA
3508
Latitude Advisors
Florida
$376K -$21.9K -22 -5%
BWM
3509
BCGM Wealth Management
Indiana
$376K +$13.9K +14 +4%
FCFC
3510
First Citizens Financial Corp
Iowa
$375K – – –
EAP
3511
Elevation Advisory Partners
Florida
$375K -$134K -134 -25%
LWA
3512
Ledgewood Wealth Advisors
New Hampshire
$374K -$9.96K -10 -2%
GWI
3513
Grace & White Inc
New York
$374K – – –
CMAI
3514
Capital Management Associates Inc
Minnesota
$374K +$13K +13 +3%
RWM
3515
Revisor Wealth Management
Ohio
$374K -$26.9K -27 -6%
GP
3516
GLR Partners
Maryland
$373K +$125K +125 +46%
AC
3517
Armistice Capital
New York
$372K +$397K +398 New
IPW
3518
Impact Partnership Wealth
Georgia
$372K +$13.9K +14 +4%
MTI
3519
Merrithew & Thorsten Inc
California
$372K – – –
SPI
3520
Sutton Place Investors
New York
$371K +$5.98K +6 +2%
RF
3521
RHS Financial
California
$371K +$124K +124 +45%
OWA
3522
ORBA Wealth Advisors
Illinois
$371K +$140K +141 +55%
CFCS
3523
CDM Financial Counseling Services
Connecticut
$370K – – –
PPC
3524
Pennington Partners & Co
Maryland
$370K -$31.9K -32 -7%
TCOK
3525
Trust Company of Kansas
Kansas
$370K +$19.9K +20 +5%
139 140
141
142 143