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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3551
Farnam Financial
Arizona
$292K – – –
CHA
3552
Cooper/Haims Advisors
New York
$292K +$76.5K +77 +35%
RW
3553
Regimen Wealth
Georgia
$291K – – –
THL
3554
Tillman Hartley LLC
Colorado
$291K +$25.8K +26 +10%
BWM
3555
Brown Wealth Management
Illinois
$291K +$28.8K +29 +11%
AWAU
3556
Alliance Wealth Advisors (Utah)
Utah
$291K +$58.6K +59 +25%
MHWM
3557
Montz Harcus Wealth Management
Louisiana
$290K -$35.8K -36 -11%
PA
3558
Planning Alternatives
Michigan
$290K +$3.98K +4 +1%
SLT
3559
St Louis Trust
Missouri
$290K – – –
GSAM
3560
Grant Street Asset Management
Pennsylvania
$289K +$65.6K +66 +29%
SFG
3561
Sterling Financial Group
California
$289K – – –
DAS
3562
DMKC Advisory Services
Iowa
$289K +$24.8K +25 +9%
SPP
3563
Single Point Partners
Massachusetts
$289K -$994 -1 -0.3%
CA
3564
Carson Advisory
Georgia
$288K – – –
TC
3565
Trust Company
Kansas
$287K -$95.4K -96 -25%
BDWCC
3566
B&D White Capital Company
Texas
$287K -$9.94K -10 -3%
AWP
3567
Atlas Wealth Partners
Pennsylvania
$287K -$49.7K -50 -15%
BRM
3568
Boston Research & Management
Massachusetts
$287K – – –
KOMWMG
3569
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$287K +$5.96K +6 +2%
SWP
3570
Summit Wealth Partners
Florida
$286K -$1.99K -2 -0.7%
MPM
3571
MBB Public Markets
Illinois
$286K -$62.6K -63 -18%
GCM
3572
Gables Capital Management
Florida
$286K +$19.9K +20 +7%
UWM
3573
USAdvisors Wealth Management
Minnesota
$286K -$107K -108 -27%
W
3574
Wealthquest
Ohio
$285K +$39.8K +40 +16%
I
3575
InceptionR
California
$285K -$234K -235 -45%
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143
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