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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
3751
Cullen Investment Group
Louisiana
$243K – – –
SFP
3752
SwitchPoint Financial Planning
Utah
$243K -$1.81K -2 -0.7%
LWP
3753
LFG Wealth Partners
Kentucky
$242K +$255K +281 New
BDL
3754
Banque de Luxembourg
Luxembourg
$242K +$255K +281 New
IP
3755
Isthmus Partners
Wisconsin
$242K +$255K +281 New
NC
3756
Nixon Capital
Texas
$241K – – –
IAS
3757
IMA Advisory Services
Colorado
$241K +$16.3K +18 +7%
JHP
3758
James Hambro & Partners
United Kingdom
$241K +$254K +280 New
DFG
3759
Dupree Financial Group
Kentucky
$241K – – –
SF
3760
Steffes Financial
Kansas
$241K +$253K +279 New
OFP
3761
OLIO Financial Planning
Virginia
$240K +$1.81K +2 +0.7%
CWA
3762
Cornerstone Wealth Advisors
Minnesota
$238K – – –
AF
3763
Align Financial
Minnesota
$238K +$216M +238,089 New
BFS
3764
Beacon Financial Strategies
North Carolina
$238K – – –
BL
3765
Balentine LLC
Georgia
$238K +$16.3K +18 +7%
SIA
3766
Spectrum Investment Advisors
Wisconsin
$237K +$29K +32 +13%
UWP
3767
Uniting Wealth Partners
Kansas
$237K +$22.7K +25 +10%
JWWM
3768
Johnson & White Wealth Management
Pennsylvania
$237K -$45.3K -50 -15%
RGC
3769
Roberts, Glore & Co
Illinois
$237K +$18.1K +20 +8%
FF
3770
Fortitude Financial
Washington
$236K – – –
LC
3771
LCNB Corp
Ohio
$235K +$247K +273 New
SFAM
3772
Sawyer Falduto Asset Management
Illinois
$235K +$247K +273 New
WIA
3773
Wealthedge Investment Advisors
New York
$235K -$1.81K -2 -0.7%
LWM
3774
Laidlaw Wealth Management
New York
$235K -$564K -622 -70%
TCFP
3775
Treasure Coast Financial Planning
Florida
$235K – – –
149 150
151
152 153