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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3726
Oldfather Financial Services
Nebraska
$210K -$959 -1 -0.4%
AWP
3727
Astra Wealth Partners
New Jersey
$209K -$1.92K -2 -0.9%
HCM
3728
HMS Capital Management
Tennessee
$209K – – –
WWM
3729
Wiser Wealth Management
Georgia
$209K +$16.3K +17 +8%
TCM
3730
TruNorth Capital Management
Michigan
$209K +$46K +48 +27%
MCA
3731
Midwest Capital Advisors
Michigan
$209K +$959 +1 +0.4%
EWA
3732
Exit Wealth Advisors
Georgia
$208K +$216K +225 New
WGAM
3733
Wilkinson Global Asset Management
New York
$208K -$4.79K -5 -2%
OPTFSNA
3734
Old Point Trust & Financial Services N A
Virginia
$208K – – –
CWP
3735
Corepath Wealth Partners
Arizona
$208K – – –
AA
3736
AJ Advisors
Tennessee
$208K -$24K -25 -10%
PRS
3737
Pinkerton Retirement Specialists
Idaho
$207K -$4.79K -5 -2%
MF
3738
Midwestern Financial
Iowa
$207K +$959 +1 +0.4%
CP
3739
Camelot Portfolios
Ohio
$207K – – –
PPA
3740
Painted Porch Advisors
California
$206K – – –
PVM
3741
Palogic Value Management
Texas
$206K – – –
BDPWM
3742
Barnes Dennig Private Wealth Management
Ohio
$205K -$3.83K -4 -2%
CWI
3743
Conscious Wealth Investments
Florida
$205K +$959 +1 +0.4%
HPIA
3744
Hamilton Point Investment Advisors
North Carolina
$205K +$9.59K +10 +5%
CCA
3745
Catalyst Capital Advisors
New York
$205K -$4.45M -4,642 -95%
CIM
3746
Confluence Investment Management
Missouri
$205K – – –
WWM
3747
Westwood Wealth Management
California
$204K – – –
ZIG
3748
Zuckerman Investment Group
Illinois
$203K -$3.83K -4 -2%
MFA
3749
Millington Financial Advisors
Illinois
$203K +$208K +217 New
MWA
3750
Martel Wealth Advisors
Washington
$203K -$4.79K -5 -2%
148 149
150
151 152