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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3826
Oldfather Financial Services
Nebraska
$219K +$24.5K +27 +12%
FPW
3827
Flywheel Private Wealth
California
$218K -$90.6K -100 -28%
CWP
3828
Curated Wealth Partners
California
$218K -$181K -200 -44%
RS
3829
Rakuten Securities
Japan
$217K -$70.7K -78 -24%
OWA
3830
One Wealth Advisors
California
$217K -$906 -1 -0.4%
CPW
3831
Cogent Private Wealth
Florida
$217K +$228K +252 New
BDPWM
3832
Barnes Dennig Private Wealth Management
Ohio
$216K +$26.3K +29 +13%
CP
3833
Castleview Partners
Texas
$216K +$227K +251 New
JTWM
3834
Jackson Thornton Wealth Management
Alabama
$216K +$220K +243 New
FVCM
3835
F&V Capital Management
Florida
$216K – – –
HIF
3836
Hill Island Financial
Michigan
$216K +$13.6K +15 +6%
LFGO
3837
Legacy Financial Group (Oklahoma)
Oklahoma
$216K +$10.9K +12 +5%
PCM
3838
Perkins Capital Management
Minnesota
$216K – – –
SC
3839
Schiavi & Co
Delaware
$216K – – –
HF
3840
Holcombe Financial
Georgia
$215K +$906 +1 +0.4%
CWP
3841
Corepath Wealth Partners
Arizona
$215K – – –
IW
3842
Instrumental Wealth
Florida
$215K +$198K +218 New
GWM
3843
Greenline Wealth Management
Florida
$214K +$225K +248 New
WA
3844
WPG Advisers
Maryland
$213K +$4.53K +5 +2%
MFA
3845
Millington Financial Advisors
Illinois
$212K -$4.53K -5 -2%
DBIA
3846
Dumont & Blake Investment Advisors
New Jersey
$212K – – –
GWAM
3847
Guardian Wealth Advisors (Minnesota)
Minnesota
$211K – – –
CWL
3848
Causey Wealth LLC
Colorado
$211K +$221K +244 New
CPC
3849
Cadia Private Client
New Jersey
$211K +$221K +244 New
CFAM
3850
Center For Asset Management
Florida
$210K -$101K -111 -31%
152 153
154
155 156