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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3726
IMG Wealth Management
Florida
$254K +$15.4K +17 +6%
CPCP
3727
Cedar Point Capital Partners
Iowa
$254K +$33.5K +37 +14%
SLT
3728
St Louis Trust
Missouri
$253K – – –
AFAS
3729
Acorn Financial Advisory Services
Virginia
$252K +$3.63K +4 +1%
PP
3730
PFS Partners
New Jersey
$251K +$1.81K +2 +0.7%
RFM
3731
Royal Fund Management
Florida
$251K +$1.81K +2 +0.7%
PCM
3732
Prelude Capital Management
New York
$251K -$12.7K -14 -5%
KF
3733
Ketron Financial
California
$251K +$264K +291 New
AWP
3734
Atlas Wealth Partners
Pennsylvania
$250K – – –
CFFP
3735
Center for Financial Planning
Michigan
$250K +$19K +21 +8%
BRM
3736
Boston Research & Management
Massachusetts
$250K -$90.6K -100 -26%
WLIM
3737
White Lighthouse Investment Management
Massachusetts
$249K -$7.25K -8 -3%
SWP
3738
Summit Wealth Partners
Florida
$249K – – –
WPA
3739
Winning Points Advisors
Florida
$249K +$261K +288 New
EWA
3740
Evolution Wealth Advisors
Florida
$247K – – –
SF
3741
SWP Financial
California
$247K – – –
GJIA
3742
Glass Jacobson Investment Advisors
Maryland
$247K – – –
HWMC
3743
Heritage Wealth Management (California)
California
$247K -$16.3K -18 -6%
CL
3744
COWA LLC
Oklahoma
$246K +$258K +285 New
LJHT
3745
Laurie J. Hall Trustee
$246K – – –
ICM
3746
Intrepid Capital Management
Florida
$245K – – –
RIM
3747
Rockbridge Investment Management
New York
$244K – – –
WFA
3748
WMG Financial Advisors
Tennessee
$244K -$348K -384 -58%
SL
3749
StoryOne LLC
Kansas
$244K – – –
CAG
3750
Carroll Advisory Group
Texas
$244K +$256K +283 New
148 149
150
151 152