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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
3676
Kelman-Lazarov Inc
Tennessee
$312K +$305K +313 New
RWC
3677
Rare Wolf Capital
Washington
$312K – – –
VFP
3678
Verus Financial Partners
Virginia
$311K – – –
SFS
3679
Sharp Financial Services
Pennsylvania
$309K – – –
LAS
3680
LWM Advisory Services
Florida
$309K -$171K -175 -36%
SI
3681
Stirlingshire Investments
New York
$309K +$1.95K +2 +0.6%
TWA
3682
Talisman Wealth Advisors
New Jersey
$308K -$23.4K -24 -7%
AAM
3683
Ameraudi Asset Management
New York
$308K – – –
BAMG
3684
Brand Asset Management Group
Missouri
$308K +$301K +309 New
CA
3685
Commerce Advisors
Tennessee
$308K +$301K +309 New
NA
3686
Nordwand Advisors
Pennsylvania
$308K – – –
CWMA
3687
Capstone Wealth Management (Alabama)
Alabama
$308K +$7.8K +8 +3%
IAP
3688
Indie Asset Partners
Indiana
$306K -$6.82K -7 -2%
TB
3689
Terril Brothers
Missouri
$306K +$299K +307 New
WWC
3690
Waypoint Wealth Counsel
Georgia
$306K -$1.13M -1,163 -79%
PPG
3691
Peak Planning Group
Colorado
$306K – – –
DF
3692
Downshift Financial
Colorado
$305K +$298K +306 New
OM
3693
OV Management
Minnesota
$305K -$692K -710 -70%
GSAM
3694
Grant Street Asset Management
Pennsylvania
$305K -$32.2K -33 -10%
HI
3695
Hoey Investments
Pennsylvania
$305K -$27.3K -28 -8%
HWM
3696
Hemming & Wealth Management
Michigan
$305K – – –
FEG
3697
Financial Enhancement Group
Indiana
$304K +$12.7K +13 +4%
DCM
3698
Dorato Capital Management
Colorado
$304K – – –
AWAP
3699
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$304K – – –
HIGP
3700
Hill Investment Group Partners
Missouri
$304K – – –
146 147
148
149 150