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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
3701
Sterling Group Wealth Management
California
$289K +$76.7K +77 +33%
PAS
3702
Professional Advisory Services
Florida
$289K +$308K +309 New
NA
3703
Nordwand Advisors
Pennsylvania
$289K – – –
WAM
3704
Wolverine Asset Management
Illinois
$288K +$307K +308 New
IAP
3705
Indie Asset Partners
Indiana
$287K – – –
TB
3706
Terril Brothers
Missouri
$287K – – –
JMA
3707
J.M. Arbour
Maine
$287K +$13K +13 +4%
PPG
3708
Peak Planning Group
Colorado
$287K – – –
HKIMG
3709
Hutchens & Kramer Investment Management Group
Indiana
$287K +$1.99K +2 +0.7%
DF
3710
Downshift Financial
Colorado
$286K – – –
PFA
3711
Pathway Financial Advisors
Vermont
$286K -$196K -197 -40%
MHWM
3712
Montz Harcus Wealth Management
Louisiana
$286K +$2.99K +3 +1%
CTB
3713
Country Trust Bank
Illinois
$286K +$7.97K +8 +3%
HWM
3714
Hemming & Wealth Management
Michigan
$286K – – –
SA
3715
Sunesis Advisors
Kansas
$285K -$103K -103 -25%
CMP
3716
Coston McIsaac & Partners
Maine
$285K +$996 +1 +0.3%
KOMWMG
3717
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$285K – – –
FA
3718
Financial Avengers
California
$285K – – –
DAS
3719
DMKC Advisory Services
Iowa
$283K – – –
KWM
3720
Koa Wealth Management
California
$283K +$12K +12 +4%
UWM
3721
USAdvisors Wealth Management
Minnesota
$283K +$5.98K +6 +2%
ACM
3722
Advance Capital Management
Michigan
$283K +$22.9K +23 +8%
LWP
3723
LFG Wealth Partners
Kentucky
$283K +$20.9K +21 +7%
PAG
3724
Paladin Advisory Group
Iowa
$283K – – –
SF
3725
SWP Financial
California
$282K +$14.9K +15 +5%
147 148
149
150 151