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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
3626
Wealth Watch Advisors
Colorado
$333K +$220K +226 +209%
AGP
3627
Aspire Growth Partners
Florida
$332K +$9.74K +10 +3%
FAM
3628
Flaharty Asset Management
Florida
$331K – – –
TWP
3629
Tower Wealth Partners
Pennsylvania
$330K – – –
SO
3630
Sierra Ocean
California
$330K +$31.2K +32 +11%
CW
3631
Cedarwood Wealth
Colorado
$329K -$42.9K -44 -12%
BAM
3632
Bosun Asset Management
Illinois
$329K – – –
WA
3633
Wealthstar Advisors
Texas
$328K -$34.1K -35 -10%
LIA
3634
Lynx Investment Advisory
District of Columbia
$328K -$1.95K -2 -0.6%
MF
3635
Montis Financial
Massachusetts
$328K +$57.5K +59 +22%
GGA
3636
Granite Group Advisors
Connecticut
$328K -$51.6K -53 -14%
BWA
3637
BlueChip Wealth Advisors
Georgia
$328K +$34.1K +35 +11%
TFA
3638
TPG Financial Advisors
Oregon
$327K -$56.5K -58 -15%
IWP
3639
IAG Wealth Partners
Wisconsin
$327K – – –
SFG
3640
Sunburst Financial Group
Alabama
$326K +$4.87K +5 +2%
SAM
3641
SP Asset Management
California
$326K -$81.9K -84 -20%
PEWA
3642
Pacific Excel Wealth Advisors
California
$325K +$318K +326 New
JAA
3643
Joel Adams & Associates
North Carolina
$325K – – –
MPAM
3644
Murphy Pohlad Asset Management
Minnesota
$325K – – –
VFA
3645
Voya Financial Advisors
Connecticut
$325K -$106K -109 -25%
FOR
3646
Family Office Research
Maryland
$324K -$40.9K -42 -11%
GIM
3647
Gold Investment Management
Alberta, Canada
$324K – – –
PA
3648
Promethium Advisors
Maryland
$324K – – –
ACM
3649
Armbruster Capital Management
New York
$323K – – –
GIC
3650
GFI Investment Counsel
Ontario, Canada
$323K +$65.3K +67 +26%
144 145
146
147 148