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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3526
Sage Advisors
Colorado
$318K -$968K -1,068 -74%
BBPWM
3527
Blue Bell Private Wealth Management
Pennsylvania
$317K +$4.53K +5 +1%
AW
3528
Atlas Wealth
Ohio
$317K +$333K +368 New
WW
3529
Waterfront Wealth
Kansas
$317K -$15.4K -17 -5%
BCM
3530
Boreal Capital Management
Florida
$316K +$56.2K +62 +20%
PWP
3531
Parkwoods Wealth Partners
New York
$316K +$23.6K +26 +8%
RFG
3532
REAP Financial Group
Texas
$315K +$58.9K +65 +22%
TCM
3533
Towercrest Capital Management
Pennsylvania
$314K – – –
AV
3534
Aspiring Ventures
Ohio
$314K +$10.9K +12 +3%
WA
3535
Wealthstar Advisors
Texas
$314K -$59.8K -66 -15%
SCFS
3536
Stewardship Concepts Financial Services
Washington
$314K +$331K +365 New
HAM
3537
Harmony Asset Management
Arizona
$314K +$12.7K +14 +4%
OFW
3538
Omnia Family Wealth
Florida
$314K -$130K -144 -28%
PS
3539
Pinney & Scofield
Massachusetts
$314K – – –
LA
3540
Lynch & Associates
Indiana
$313K +$906 +1 +0.3%
E
3541
Entelevest
Florida
$313K +$329K +363 New
AAS
3542
Asset Allocation Strategies
Michigan
$312K -$906 -1 -0.3%
GA
3543
Gordian Advisors
Arizona
$312K -$97K -107 -23%
CWMGO
3544
Capstone Wealth Management Group (Oregon)
Oregon
$312K -$432K -477 -57%
FC
3545
Financial Council
Maryland
$312K – – –
AF
3546
Aldebaran Financial
$312K +$9.06K +10 +3%
WWMSC
3547
Wagner Wealth Management (South Carolina)
South Carolina
$311K +$28.1K +31 +9%
CCA
3548
Cora Capital Advisors
New Jersey
$311K +$50.7K +56 +18%
PCA
3549
Providence Capital Advisors
North Carolina
$311K -$36.2K -40 -10%
PAM
3550
Pegasus Asset Management
New York
$311K – – –
140 141
142
143 144