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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3651
Innova Wealth Partners
Pennsylvania
$234K – – –
OWA
3652
One Wealth Advisors
California
$234K -$6.71K -7 -3%
CCM
3653
Crew Capital Management
Ohio
$234K +$959 +1 +0.4%
VR
3654
Valued Retirements
Texas
$232K – – –
MF
3655
Montis Financial
Massachusetts
$232K -$126K -131 -34%
UWP
3656
Uniting Wealth Partners
Kansas
$231K +$240K +250 New
OWCM
3657
One Wealth Capital Management
Arizona
$231K -$2.88K -3 -1%
WIM
3658
Wittenberg Investment Management
Massachusetts
$231K – – –
SC
3659
Schiavi & Co
Delaware
$231K +$240K +250 New
PCM
3660
Perkins Capital Management
Minnesota
$231K – – –
MSWM
3661
Mowery & Schoenfeld Wealth Management
Illinois
$231K -$34.5K -36 -13%
FVCM
3662
F&V Capital Management
Florida
$231K – – –
WTFG
3663
Wells Trecaso Financial Group
Ohio
$230K -$94.9K -99 -28%
OWA
3664
Outlook Wealth Advisors
Texas
$230K +$3.83K +4 +2%
HF
3665
Holcombe Financial
Georgia
$230K – – –
WPW
3666
Watershed Private Wealth
Illinois
$229K – – –
SRSA
3667
S.R. Schill & Associates
Washington
$228K -$69K -72 -23%
DBIA
3668
Dumont & Blake Investment Advisors
New Jersey
$228K -$3.83K -4 -2%
GWAM
3669
Guardian Wealth Advisors (Minnesota)
Minnesota
$227K +$24K +25 +11%
TAP
3670
Tounjian Advisory Partners
Florida
$227K -$2.86M -2,986 -92%
OIS
3671
OneAscent Investment Solutions
Alabama
$226K -$13.4K -14 -5%
MAM
3672
Mystic Asset Management
Rhode Island
$226K +$5.75K +6 +3%
SIA
3673
Spectrum Investment Advisors
Wisconsin
$225K – – –
OWM
3674
Opes Wealth Management
California
$225K +$25.9K +27 +13%
CWA
3675
Crux Wealth Advisors
California
$225K +$8.63K +9 +4%
145 146
147
148 149