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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
3676
Riggs Asset Management
Pennsylvania
$297K – – –
QP
3677
Quilter Plc
United Kingdom
$297K +$317K +318 New
SWM
3678
StoneCrest Wealth Management
Arizona
$297K – – –
4A
3679
4Wealth Advisors
Illinois
$296K – – –
VFP
3680
Verus Financial Partners
Virginia
$296K +$996 +1 +0.3%
BFS
3681
Burr Financial Services
California
$296K – – –
HIM
3682
HughesLittle Investment Management
$295K – – –
GC
3683
Grange Capital
Oregon
$294K -$996 -1 -0.3%
CG
3684
Clarus Group
Texas
$294K – – –
SIA
3685
Stegner Investment Associates
Kentucky
$293K – – –
AWM
3686
Activest Wealth Management
Florida
$293K -$173K -174 -36%
SHIM
3687
Stone House Investment Management
Pennsylvania
$293K +$101K +101 +48%
AWAP
3688
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$293K +$7.97K +8 +3%
SFB
3689
STAR Financial Bank
Indiana
$292K +$311K +312 New
CW
3690
Cedarwood Wealth
Colorado
$291K -$17.9K -18 -5%
SFS
3691
Sharp Financial Services
Pennsylvania
$291K +$996 +1 +0.3%
FEG
3692
Financial Enhancement Group
Indiana
$291K +$6.97K +7 +2%
SI
3693
Stirlingshire Investments
New York
$290K – – –
DF
3694
Dunhill Financial
United Kingdom
$290K +$28.9K +29 +10%
SC
3695
Soundwatch Capital
Connecticut
$290K -$4.98K -5 -2%
VPW
3696
Vaquero Private Wealth
Texas
$290K +$309K +310 New
CWI
3697
Conscious Wealth Investments
Florida
$290K +$77.7K +78 +33%
GOCP
3698
Great Oak Capital Partners
Massachusetts
$290K -$13K -13 -4%
AAM
3699
Ameraudi Asset Management
New York
$289K – – –
CA
3700
Commerce Advisors
Tennessee
$289K – – –
146 147
148
149 150