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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3501
Pension & Wealth Management Advisors
Massachusetts
$327K +$8.16K +9 +2%
BF
3502
Brogan Financial
Tennessee
$327K +$906 +1 +0.3%
BFF
3503
Byrne Financial Freedom
Massachusetts
$327K -$5.27M -5,819 -94%
CMA
3504
Cedar Mountain Advisors
Oregon
$327K – – –
DWM
3505
Dynasty Wealth Management
Florida
$327K -$286K -316 -45%
RIS
3506
Retirement Income Solutions
Michigan
$326K -$24.5K -27 -7%
WDC
3507
Woodward Diversified Capital
California
$325K +$12.7K +14 +4%
GGA
3508
Granite Group Advisors
Connecticut
$325K -$19K -21 -5%
AIA
3509
Acute Investment Advisory
Arizona
$325K – – –
PC
3510
Port Capital
Illinois
$324K – – –
DWM
3511
Denver Wealth Management
Colorado
$324K – – –
AFC
3512
Ares Financial Consulting
California
$324K +$340K +375 New
LA
3513
Latitude Advisors
Florida
$324K +$24.5K +27 +8%
HIM
3514
Hanlon Investment Management
New Jersey
$323K +$51.7K +57 +18%
RF
3515
Rossby Financial
Florida
$323K -$271K -299 -44%
6F
3516
626 Financial
Michigan
$323K – – –
CFCS
3517
CDM Financial Counseling Services
Connecticut
$323K +$339K +374 New
EBA
3518
Eagle Bay Advisors
New York
$322K -$906 -1 -0.3%
GWM
3519
GK Wealth Management
Nevada
$321K -$5.44K -6 -2%
LWIC
3520
Leith Wheeler Investment Counsel
British Columbia, Canada
$320K +$336K +371 New
VF
3521
Vawter Financial
Ohio
$320K -$5.44K -6 -2%
THL
3522
Tillman Hartley LLC
Colorado
$320K -$2.72K -3 -0.8%
SC
3523
Sawyer & Company
Massachusetts
$319K – – –
FOR
3524
Family Office Research
Maryland
$319K – – –
SCM
3525
Stonehearth Capital Management
Massachusetts
$318K – – –
139 140
141
142 143