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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
3526
Portland Global Advisors
Maine
$369K +$4.98K +5 +1%
OL
3527
Owen LaRue
Kentucky
$368K +$996 +1 +0.3%
MCP
3528
Martin Capital Partners
Oregon
$368K – – –
CPWM
3529
Cypress Point Wealth Management
Texas
$368K +$392K +393 New
CMA
3530
Cedar Mountain Advisors
Oregon
$367K – – –
SR
3531
Syntax Research
Florida
$367K – – –
FC
3532
Fairscale Capital
New Hampshire
$367K – – –
CWM
3533
C2C Wealth Management
Arizona
$365K +$9.96K +10 +3%
AA
3534
Ascent Advisors
Minnesota
$364K -$4.98K -5 -1%
MPCA
3535
Madison Park Capital Advisors
Washington
$363K +$4.17M +4,189 +1,317%
IWP
3536
Invenio Wealth Partners
Florida
$363K +$17.9K +18 +5%
SLA
3537
Silver Lake Advisory
Utah
$362K – – –
ALAM
3538
Asahi Life Asset Management
Japan
$362K -$673K -675 -64%
TCM
3539
Towercrest Capital Management
Pennsylvania
$360K – – –
FSAG
3540
Financial Solutions Advisory Group
Illinois
$360K +$112K +112 +40%
SIA
3541
Sovereign Investment Advisors
Arizona
$358K +$99.6K +100 +35%
NF
3542
NavPoint Financial
Minnesota
$358K – – –
VFP
3543
Vilga Financial Planning
New Jersey
$357K +$27.9K +28 +8%
SMA
3544
Seven Mile Advisory
New Jersey
$356K -$186K -187 -33%
EWP
3545
E-Wealth Partners
Minnesota
$356K -$12K -12 -3%
RRA
3546
Red Reef Advisors
Florida
$356K -$9.96K -10 -3%
AWMG
3547
Alliance Wealth Management Group
New Jersey
$356K – – –
BF
3548
Brogan Financial
Tennessee
$356K +$996 +1 +0.3%
CAM
3549
Capco Asset Management
Florida
$355K – – –
AIP
3550
Avail Investment Partners
Pennsylvania
$355K +$12K +12 +3%
140 141
142
143 144