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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
3651
Guidance Point Advisors
Massachusetts
$314K +$1.99K +2 +0.6%
MSA
3652
Marino Stram & Associates
Massachusetts
$313K +$334K +335 New
MWM
3653
Madrid Wealth Management
New Mexico
$313K – – –
PIWA
3654
Prevail Innovative Wealth Advisors
Kansas
$312K +$332K +333 New
RWM
3655
RMG Wealth Management
Wisconsin
$311K +$12K +12 +4%
RFM
3656
Royal Fund Management
Florida
$311K +$39.9K +40 +14%
BFS
3657
BridgePort Financial Solutions
Iowa
$311K +$58.8K +59 +22%
KLI
3658
Kelman-Lazarov Inc
Tennessee
$311K +$18.9K +19 +6%
TPM
3659
Triasima Portfolio Management
Quebec, Canada
$311K -$139K -140 -30%
VW
3660
Veridan Wealth
Oregon
$311K +$32.9K +33 +11%
KF
3661
Ketron Financial
California
$310K +$11K +11 +3%
DWML
3662
Decker Wealth Management LLC
Tennessee
$310K +$330K +331 New
BAMG
3663
Brand Asset Management Group
Missouri
$309K +$20.9K +21 +7%
BAM
3664
Bosun Asset Management
Illinois
$309K – – –
LIA
3665
Lynx Investment Advisory
District of Columbia
$309K – – –
WA
3666
Wealthstar Advisors
Texas
$309K – – –
MF
3667
Montis Financial
Massachusetts
$308K – – –
WFPG
3668
Waller Financial Planning Group
Ohio
$308K +$329K +330 New
GGA
3669
Granite Group Advisors
Connecticut
$308K +$4.98K +5 +2%
JWWM
3670
Johnson & White Wealth Management
Pennsylvania
$308K +$38.9K +39 +13%
ML
3671
Mayport LLC
Massachusetts
$307K -$9.96K -10 -3%
TFA
3672
TPG Financial Advisors
Oregon
$307K – – –
NA
3673
NWM Advisors
California
$307K -$64.8K -65 -17%
MWM
3674
Manske Wealth Management
Texas
$307K -$15.9K -16 -5%
IWP
3675
IAG Wealth Partners
Wisconsin
$307K – – –
145 146
147
148 149