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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3501
CSM Advisors
Pennsylvania
$309K +$9.94K +10 +3%
SDJVC
3502
St. Denis J. Villere & Co
Louisiana
$309K – – –
GWSA
3503
Global Wealth Strategies & Associates
Colorado
$308K -$54.7K -55 -15%
OWA
3504
ORBA Wealth Advisors
Illinois
$308K -$1.15M -1,154 -79%
SFG
3505
Sunburst Financial Group
Alabama
$307K +$8.95K +9 +3%
PPG
3506
Peak Planning Group
Colorado
$307K +$15.9K +16 +5%
CCA
3507
Conservest Capital Advisors
Pennsylvania
$306K -$6.96K -7 -2%
SF
3508
SWP Financial
California
$306K – – –
AAM
3509
Ameraudi Asset Management
New York
$306K – – –
NA
3510
Nordwand Advisors
Pennsylvania
$306K +$306K +308 New
PD
3511
Planning Directions
Pennsylvania
$305K -$40.8K -41 -12%
SFC
3512
Summit Financial Consulting
Michigan
$305K -$98.4K -99 -24%
HIGP
3513
Hill Investment Group Partners
Missouri
$305K +$11.9K +12 +4%
FA
3514
Financial Avengers
California
$304K +$994 +1 +0.3%
MWPCG
3515
Measured Wealth Private Client Group
New Hampshire
$304K +$305K +307 New
GFPC
3516
Global Financial Private Client
Florida
$304K – – –
JFA
3517
JNBA Financial Advisors
Minnesota
$304K +$9.94K +10 +3%
CG
3518
Clarus Group
Texas
$304K +$305K +307 New
FFG
3519
Fiduciary Financial Group
California
$304K +$2.98K +3 +1%
MF
3520
Manuka Financial
Virginia
$303K – – –
OFP
3521
OLIO Financial Planning
Virginia
$303K +$20.9K +21 +7%
CMP
3522
Coston McIsaac & Partners
Maine
$303K – – –
STB
3523
S&T Bank
Pennsylvania
$303K +$8.95K +9 +3%
VCM
3524
Verde Capital Management
Michigan
$302K +$6.96K +7 +2%
QP
3525
Quilter Plc
United Kingdom
$302K -$3.98K -4 -1%
139 140
141
142 143