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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
3576
Chemung Canal Trust
New York
$262K -$18.6K -20 -7%
B
3577
BetterWealth
California
$262K +$265K +286 New
WP
3578
Wealthspan Partners
Iowa
$262K +$6.5K +7 +3%
RW
3579
Regimen Wealth
Georgia
$262K +$928 +1 +0.4%
MSWM
3580
Mowery & Schoenfeld Wealth Management
Illinois
$261K +$204K +220 +338%
FF
3581
Friedenthal Financial
New Jersey
$261K – – –
DFCM
3582
Dark Forest Capital Management
Puerto Rico
$259K -$778K -838 -75%
HWMG
3583
Hurlow Wealth Management Group
Indiana
$259K – – –
OWCM
3584
One Wealth Capital Management
Arizona
$259K +$263K +283 New
TCM
3585
Triumph Capital Management
Colorado
$259K +$6.5K +7 +3%
WFAG
3586
Worth Financial Advisory Group
North Carolina
$259K -$78.9K -85 -23%
IPW
3587
Impact Partnership Wealth
Georgia
$258K +$262K +282 New
MWA
3588
Monograph Wealth Advisors
California
$258K +$13.9K +15 +6%
JFA
3589
JNBA Financial Advisors
Minnesota
$258K – – –
OCM
3590
Objective Capital Management
Ohio
$258K -$60.3K -65 -19%
DFG
3591
Dupree Financial Group
Kentucky
$258K -$4.76M -5,134 -95%
MF
3592
Manuka Financial
Virginia
$258K +$261K +281 New
OWA
3593
One Wealth Advisors
California
$257K -$11.1K -12 -4%
IWP
3594
Insight Wealth Partners
Texas
$257K -$92.8K -100 -26%
OFP
3595
OLIO Financial Planning
Virginia
$256K +$259K +279 New
MWP
3596
Meriwether Wealth & Planning
Louisiana
$256K +$259K +279 New
CWM
3597
Campbell Wealth Management
Virginia
$255K +$8.35K +9 +3%
PMG
3598
ProVise Management Group
Florida
$255K -$2.78K -3 -1%
AG
3599
Advocate Group
Minnesota
$255K – – –
DAS
3600
DMKC Advisory Services
Iowa
$255K +$258K +278 New
142 143
144
145 146