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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3526
Avid Wealth Partners
Texas
$355K -$18.9K -19 -5%
HG
3527
Harbor Group
New Hampshire
$354K -$159K -160 -30%
GC
3528
Gilbert & Cook
Iowa
$354K +$5.98K +6 +2%
IWS
3529
Insight Wealth Strategies
California
$354K +$170K +171 +81%
CWM
3530
Cranbrook Wealth Management
Michigan
$354K – – –
OCWP
3531
Owl Creek Wealth Partners
Colorado
$354K -$3.98K -4 -1%
VF
3532
Vawter Financial
Ohio
$354K +$18.9K +19 +5%
AWA
3533
AGH Wealth Advisors
Kansas
$354K +$23.9K +24 +7%
EPW
3534
Endeavor Private Wealth
Kansas
$354K -$42.8K -43 -10%
GC
3535
GatePass Capital
Ohio
$353K +$11K +11 +3%
FA
3536
Fiducient Advisors
Illinois
$353K – – –
SP
3537
Saranac Partners
$353K +$376K +377 New
RWM
3538
Riverbend Wealth Management
South Carolina
$352K +$36.9K +37 +11%
FAOAI
3539
Fund Advisors of America Inc
Florida
$352K -$38.9K -39 -9%
E
3540
Entelevest
Florida
$352K +$15.9K +16 +4%
MWP
3541
Meridian Wealth Partners
Pennsylvania
$352K +$2.99K +3 +0.8%
CHA
3542
Cooper/Haims Advisors
New York
$352K +$74.7K +75 +25%
WG
3543
WMS Group
Louisiana
$351K +$40.9K +41 +12%
RC
3544
Rexford Capital
Texas
$348K +$1.99K +2 +0.5%
CHIA
3545
Copper Harbor Investment Advisors
Wisconsin
$346K +$369K +370 New
SCM
3546
Stonehearth Capital Management
Massachusetts
$345K – – –
SHFG
3547
S Harris Financial Group
Texas
$345K +$13.9K +14 +4%
LG
3548
LaFleur & Godfrey
Michigan
$345K -$8.97K -9 -2%
AWM
3549
Abound Wealth Management
Tennessee
$344K -$33.9K -34 -8%
STA
3550
Smith Thornton Advisors
Alabama
$344K +$15.9K +16 +5%
140 141
142
143 144