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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
3601
Thrive Capital Management (Pennsylvania)
Pennsylvania
$290K -$67.1K -74 -18%
GPA
3602
Guidance Point Advisors
Massachusetts
$289K -$64.3K -71 -18%
AIFS
3603
A&I Financial Services
Colorado
$289K -$24.5K -27 -7%
AWP
3604
Avid Wealth Partners
Texas
$289K +$43.5K +48 +17%
WG
3605
WMS Group
Louisiana
$289K +$304K +335 New
AWC
3606
Adamsbrown Wealth Consultants
Kansas
$289K +$10.9K +12 +4%
PD
3607
Planning Directions
Pennsylvania
$288K +$22.7K +25 +8%
MWM
3608
Madrid Wealth Management
New Mexico
$288K +$303K +334 New
HI
3609
Hoey Investments
Pennsylvania
$288K -$39K -43 -11%
IPW
3610
Impact Partnership Wealth
Georgia
$288K +$7.25K +8 +2%
TWA
3611
Talisman Wealth Advisors
New Jersey
$288K -$1.81K -2 -0.6%
KWA
3612
Kondo Wealth Advisors
California
$287K -$4.53K -5 -1%
PMG
3613
ProVise Management Group
Florida
$287K – – –
WFP
3614
Welch Financial Planning
Colorado
$287K +$302K +333 New
LIA
3615
Lynx Investment Advisory
District of Columbia
$287K -$7.25K -8 -2%
FEG
3616
Financial Enhancement Group
Indiana
$286K -$5.44K -6 -2%
FAM
3617
Flaharty Asset Management
Florida
$286K -$906 -1 -0.3%
OC
3618
OxenFree Capital
Florida
$286K +$1.81K +2 +0.6%
PFGWM
3619
Price Financial Group Wealth Management
Oregon
$286K +$265K +292 New
SW
3620
Schulz Wealth
Texas
$285K – – –
TWP
3621
Tower Wealth Partners
Pennsylvania
$285K +$16.3K +18 +6%
MAG
3622
Mayfair Advisory Group
Alabama
$285K -$101K -112 -25%
BAM
3623
Bosun Asset Management
Illinois
$285K +$4.53K +5 +2%
A
3624
Alongside
Texas
$284K +$299K +330 New
IWP
3625
IAG Wealth Partners
Wisconsin
$283K – – –
143 144
145
146 147