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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
3751
Freedom Financial Partners
Minnesota
$202K – – –
EWM
3752
Edge Wealth Management
New York
$202K – – –
SRC
3753
Shufro Rose & Co
New York
$201K – – –
BCM
3754
Brookmont Capital Management
Texas
$200K +$208K +217 New
RCM
3755
Ravenstone Capital Management
$200K – – –
MIM
3756
Manitou Investment Management
Ontario, Canada
$199K -$28.8K -30 -12%
1L
3757
10Elms LLP
Oklahoma
$199K – – –
EPAM
3758
Evelyn Partners Asset Management
$196K +$83.4K +87 +70%
MPW
3759
MASECO Private Wealth
$196K -$22K -23 -10%
SHIM
3760
Stone House Investment Management
Pennsylvania
$195K +$959 +1 +0.5%
OA
3761
Operose Advisors
Wisconsin
$195K -$10.5K -11 -5%
SDIC
3762
South Dakota Investment Council
South Dakota
$194K – – –
FS
3763
Financially Speaking
Colorado
$192K +$24K +25 +14%
MIFH
3764
Migdal Insurance & Financial Holdings
Israel
$188K +$9.59K +10 +5%
PIS
3765
POM Investment Strategies
North Carolina
$187K +$1.92K +2 +1%
WBC
3766
Westpac Banking Corp
Australia
$186K – – –
RWM
3767
Rialto Wealth Management
New York
$186K +$959 +1 +0.5%
PW
3768
Pandora Wealth
Illinois
$185K – – –
Q1WB
3769
Quest 10 Wealth Builders
Virginia
$183K -$23K -24 -11%
FNWA
3770
Financial Network Wealth Advisors
Utah
$177K +$8.63K +9 +5%
BDL
3771
Bey-Douglas LLC
Georgia
$177K +$183K +191 New
VWA
3772
Valued Wealth Advisors
Utah
$172K +$5.75K +6 +3%
LAMC
3773
Longview Asset Management (California)
California
$169K – – –
NWMP
3774
Noble Wealth Management PBC
Colorado
$169K +$175K +183 New
CPG
3775
Cornerstone Planning Group
New Jersey
$169K +$19.2K +20 +12%
149 150
151
152 153