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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3726
GK Wealth Management
Nevada
$214K +$220K +226 New
GSAM
3727
Grant Street Asset Management
Pennsylvania
$214K – – –
NFTC
3728
North Forty Two & Co
Oregon
$214K -$9.75K -10 -4%
GWM
3729
Gibbs Wealth Management
Georgia
$214K +$220K +226 New
OR
3730
Olympiad Research
Connecticut
$214K +$220K +226 New
PFG
3731
Prospect Financial Group
Virginia
$214K +$220K +226 New
OPTFSNA
3732
Old Point Trust & Financial Services N A
Virginia
$213K – – –
MWA
3733
Martel Wealth Advisors
Washington
$212K -$80.9K -83 -27%
DSN
3734
D. Scott Neal
Kentucky
$212K – – –
FC
3735
Fairscale Capital
New Hampshire
$212K +$49.7K +51 +29%
AA
3736
AJ Advisors
Tennessee
$212K +$218K +224 New
LC
3737
LCNB Corp
Ohio
$211K -$24.4K -25 -10%
PVM
3738
Palogic Value Management
Texas
$211K – – –
PPA
3739
Painted Porch Advisors
California
$211K +$2.92K +3 +1%
LPFG
3740
Landing Point Financial Group
Ohio
$210K -$9.75K -10 -4%
S
3741
SharpePoint
Arizona
$209K +$206K +211 New
CIM
3742
Confluence Investment Management
Missouri
$209K -$25.3K -26 -11%
TAM
3743
Tucker Asset Management
Colorado
$209K -$191K -196 -47%
AIM
3744
AMI Investment Management
Indiana
$208K -$19.5K -20 -8%
WWM
3745
Westwood Wealth Management
California
$208K – – –
OFS
3746
Oldfather Financial Services
Nebraska
$207K -$6.83K -7 -3%
FF
3747
Francis Financial
$207K +$214K +219 New
PF
3748
Parker Financial
Washington
$207K +$214K +219 New
AWP
3749
Avid Wealth Partners
Texas
$207K +$214K +219 New
TF
3750
Tandem Financial
Colorado
$206K -$1.95K -2 -0.9%
148 149
150
151 152