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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
2WWM
3826
21 West Wealth Management
California
$203K +$204K +205 New
HKAM
3827
Horizon Kinetics Asset Management
New York
$203K +$204K +205 New
SGWM
3828
Sterling Group Wealth Management
California
$202K -$99.4K -100 -33%
OWMIAS
3829
One Wealth Management Investment & Advisory Services
Florida
$202K -$76.5K -77 -27%
MAM
3830
McCarthy Asset Management
California
$202K +$203K +204 New
RGC
3831
Roberts, Glore & Co
Illinois
$202K +$203K +204 New
WI
3832
WBI Investments
New Jersey
$201K -$102K -103 -34%
SRC
3833
Shufro Rose & Co
New York
$201K -$457K -460 -68%
WAS
3834
WESPAC Advisors SoCal
California
$200K -$232K -233 -54%
KBFS
3835
Kohmann Bosshard Financial Services
Ohio
$200K -$11.9K -12 -6%
WBC
3836
Westpac Banking Corp
Australia
$199K +$200K +201 New
BAM
3837
BOCHK Asset Management
Hong Kong
$198K -$149K -150 -43%
EFMH
3838
E Fund Management (HK)
Hong Kong
$198K -$7.95K -8 -4%
PIS
3839
POM Investment Strategies
North Carolina
$198K -$5.96K -6 -3%
PW
3840
Pandora Wealth
Illinois
$198K – – –
RWM
3841
Rialto Wealth Management
New York
$198K +$4.97K +5 +3%
MIFH
3842
Migdal Insurance & Financial Holdings
Israel
$191K +$39.8K +40 +26%
FC
3843
Family CFO
California
$188K – – –
CWP
3844
Clark Wealth Partners
Illinois
$182K +$16.9K +17 +10%
LAMC
3845
Longview Asset Management (California)
California
$181K -$994 -1 -0.5%
FNWA
3846
Financial Network Wealth Advisors
Utah
$180K +$2.98K +3 +2%
FS
3847
Financially Speaking
Colorado
$180K +$155K +156 +600%
RWM
3848
Raffa Wealth Management
District of Columbia
$179K +$138K +139 +331%
EIM
3849
Essex Investment Management
Massachusetts
$178K – – –
VWA
3850
Valued Wealth Advisors
Utah
$178K -$4.97K -5 -3%
152 153
154
155 156