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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
3751
VanderPol Investments
Michigan
$202K +$204K +220 New
WWM
3752
Westwood Wealth Management
California
$202K +$204K +220 New
GRA
3753
Golden Road Advisors
Florida
$201K -$28.8K -31 -12%
BA
3754
Bellwether Advisors
Nebraska
$201K +$203K +219 New
ERIM
3755
Eagle Ridge Investment Management
Connecticut
$201K +$203K +219 New
LGWM
3756
Litman Gregory Wealth Management
California
$200K +$202K +218 New
RCM
3757
Ravenstone Capital Management
$198K – – –
DCBT
3758
Dakota Community Bank & Trust
North Dakota
$196K +$24.1K +26 +14%
NL
3759
NKCFO LLC
Illinois
$192K – – –
PIS
3760
POM Investment Strategies
North Carolina
$189K – – –
FS
3761
Financially Speaking
Colorado
$185K +$187K +202 New
OAJ
3762
Ogorek Anthony Joseph
New York
$184K – – –
BC
3763
Belmont Capital
California
$183K -$813K -876 -81%
FG
3764
Fairman Group
Pennsylvania
$183K – – –
VWA
3765
Valued Wealth Advisors
Utah
$181K -$928 -1 -0.5%
BAM
3766
Byrne Asset Management
New Jersey
$179K +$3.71K +4 +2%
FC
3767
Family CFO
California
$174K – – –
RWM
3768
Rialto Wealth Management
New York
$173K +$175K +189 New
WWP
3769
WR Wealth Planners
Missouri
$173K -$27.8K -30 -14%
SWA
3770
SOA Wealth Advisors
New York
$172K +$43.6K +47 +33%
LAMC
3771
Longview Asset Management (California)
California
$169K +$171K +184 New
QL
3772
Quarry LP
New York
$168K +$145K +156 +578%
NWMP
3773
Noble Wealth Management PBC
Colorado
$168K +$170K +183 New
TCM
3774
TruNorth Capital Management
Michigan
$167K -$928 -1 -0.5%
EIM
3775
Essex Investment Management
Massachusetts
$165K – – –
149 150
151
152 153