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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3751
Corepath Wealth Partners
Arizona
$225K – – –
HAC
3752
Harbor Advisory Corp
New Hampshire
$225K – – –
GRA
3753
Golden Road Advisors
Florida
$225K +$11.9K +12 +6%
CCT
3754
Chemung Canal Trust
New York
$225K +$12.9K +13 +6%
HCM
3755
HMS Capital Management
Tennessee
$224K -$49.7K -50 -18%
NFTC
3756
North Forty Two & Co
Oregon
$224K – – –
BDPWM
3757
Barnes Dennig Private Wealth Management
Ohio
$224K +$157K +158 +232%
MCA
3758
Midwest Capital Advisors
Michigan
$223K -$3.98K -4 -2%
VPWA
3759
Vestia Personal Wealth Advisors
Indiana
$223K -$4.97K -5 -2%
OPTFSNA
3760
Old Point Trust & Financial Services N A
Virginia
$223K – – –
MWA
3761
Martel Wealth Advisors
Washington
$222K – – –
DCBT
3762
Dakota Community Bank & Trust
North Dakota
$222K +$9.94K +10 +5%
HS
3763
Horan Securities
United States
$221K +$223K +224 New
ZIG
3764
Zuckerman Investment Group
Illinois
$221K +$223K +224 New
CP
3765
Camelot Portfolios
Ohio
$221K -$1.38M -1,389 -86%
MF
3766
Midwestern Financial
Iowa
$221K +$222K +223 New
PPA
3767
Painted Porch Advisors
California
$221K – – –
CM
3768
Capula Management
Cayman Islands
$221K -$95.6M -96,194 -100%
PVM
3769
Palogic Value Management
Texas
$221K – – –
TCTWM
3770
Three Cord True Wealth Management
Pennsylvania
$220K +$221K +222 New
LPFG
3771
Landing Point Financial Group
Ohio
$220K – – –
OA
3772
Operose Advisors
Wisconsin
$220K +$106K +107 +93%
Q1WB
3773
Quest 10 Wealth Builders
Virginia
$219K -$5.96K -6 -3%
PGWM
3774
Pitti Group Wealth Management
New York
$219K -$15.9K -16 -7%
CIM
3775
Confluence Investment Management
Missouri
$219K – – –
149 150
151
152 153