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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3751
Mosley Wealth Management
California
$290K -$48.7K -50 -14%
MWM
3752
MBE Wealth Management
Wisconsin
$289K -$14.6K -15 -5%
FB
3753
Finward Bancorp
Indiana
$289K -$585K -600 -67%
BWM
3754
BAM Wealth Management
Colorado
$289K -$24.4K -25 -8%
AWP
3755
Atlas Wealth Partners
Pennsylvania
$289K – – –
BRM
3756
Boston Research & Management
Massachusetts
$289K – – –
JWWM
3757
Johnson & White Wealth Management
Pennsylvania
$289K +$14.6K +15 +5%
CCM
3758
Chiron Capital Management
Florida
$289K +$283K +290 New
TWM
3759
TSA Wealth Management
Texas
$289K +$283K +290 New
AR
3760
Apeiron RIA
Texas
$289K -$181K -186 -39%
IWM
3761
IMG Wealth Management
Florida
$288K -$4.87K -5 -2%
WPA
3762
Winning Points Advisors
Florida
$287K – – –
SFP
3763
SwitchPoint Financial Planning
Utah
$286K +$5.85K +6 +2%
EWA
3764
Evolution Wealth Advisors
Florida
$286K – – –
SF
3765
SWP Financial
California
$286K +$975 +1 +0.3%
GJIA
3766
Glass Jacobson Investment Advisors
Maryland
$285K – – –
ICM
3767
Intrepid Capital Management
Florida
$285K +$1.95K +2 +0.7%
NIWA
3768
New Insight Wealth Advisors
California
$285K -$32.2K -33 -10%
WIA
3769
Wealthedge Investment Advisors
New York
$284K +$12.7K +13 +5%
AA
3770
Auctus Advisors
North Carolina
$284K -$151K -155 -35%
SIA
3771
Spectrum Investment Advisors
Wisconsin
$283K +$8.77K +9 +3%
SIA
3772
Sovereign Investment Advisors
Arizona
$282K +$276K +283 New
FSAG
3773
Financial Solutions Advisory Group
Illinois
$281K +$275K +282 New
GRA
3774
Golden Road Advisors
Florida
$281K +$45.8K +47 +20%
DF
3775
Dunhill Financial
United Kingdom
$281K +$13.6K +14 +5%
149 150
151
152 153