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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3501
Clear Point Advisors
New York
$77K – – –
CTB
3502
Country Trust Bank
Illinois
$76.2K – – –
PP
3503
Pingora Partners
Wyoming
$74.5K -$31.2K -36 -30%
KPP
3504
Kings Path Partners
Texas
$74.5K – – –
BIM
3505
Breakwater Investment Management
Washington
$71.8K – – –
LWA
3506
Lowe Wealth Advisors
Maryland
$71.8K – – –
VF
3507
VitalStone Financial
Texas
$70.9K +$69.4K +80 New
AWM
3508
Avondale Wealth Management
Texas
$69.1K – – –
RA
3509
Ransom Advisory
Rhode Island
$69.1K – – –
SC
3510
Steph & Co
Wisconsin
$69.1K +$15.6K +18 +30%
APW
3511
Atlantic Private Wealth
North Carolina
$66.5K +$65.1K +75 New
CJH
3512
Christopher J. Hasenberg
Wisconsin
$65K +$48.6K +56 +329%
MSWM
3513
Mowery & Schoenfeld Wealth Management
Illinois
$57.6K +$56.4K +65 New
ZRP
3514
Zynergy Retirement Planning
New Jersey
$55K – – –
KOCAA
3515
Knights of Columbus Asset Advisors
Connecticut
$54.1K +$48.6K +56 +1,120%
YAL
3516
Your Advocates Ltd
Texas
$52.3K – – –
DCP
3517
DSM Capital Partners
Florida
$48.8K – – –
BTC
3518
Bank & Trust Company
Illinois
$47.9K -$1.74K -2 -4%
SC
3519
Swan Capital
Florida
$44.3K – – –
AP
3520
Aspect Partners
Virginia
$44.3K +$2.6K +3 +6%
RWM
3521
Ruedi Wealth Management
Illinois
$41.9K -$10.4K -12 -20%
UWS
3522
Unique Wealth Strategies
Illinois
$40.8K -$542K -625 -93%
RWM
3523
Raffa Wealth Management
District of Columbia
$40.8K – – –
MBFW
3524
Morton Brown Family Wealth
Pennsylvania
$40.2K – – –
CIR
3525
Clear Investment Research
Georgia
$39.9K +$39.1K +45 New
139 140
141
142 143