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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
3826
Balentine LLC
Georgia
$264K -$10.7K -11 -4%
TCFP
3827
Treasure Coast Financial Planning
Florida
$264K -$6.82K -7 -3%
GWL
3828
Generations Wealth LLC
Ohio
$263K +$257K +264 New
SFS
3829
Security Financial Services
Indiana
$263K -$214K -220 -45%
CIG
3830
Cullen Investment Group
Louisiana
$262K – – –
LCC
3831
Lincoln Capital Corp
Rhode Island
$262K – – –
PK
3832
Pflug Koory
Nebraska
$262K – – –
IWP
3833
Insight Wealth Partners
Texas
$262K +$4.87K +5 +2%
VRM
3834
Vectors Research Management
New York
$262K +$256K +263 New
HFP
3835
Holistic Financial Partners
Indiana
$262K +$2.92K +3 +1%
MBI
3836
May Barnhard Investments
Maryland
$261K -$35.1K -36 -12%
CC
3837
Citrine Capital
California
$261K +$255K +262 New
CFAM
3838
Center For Asset Management
Florida
$260K +$16.6K +17 +7%
MWA
3839
Merkkuri Wealth Advisors
New York
$260K +$1.95K +2 +0.8%
TF
3840
Tandem Financial
Colorado
$259K +$39K +40 +18%
SC
3841
Sawyer & Company
Massachusetts
$259K -$107K -110 -30%
RWFS
3842
Rayburn West Financial Services
Tennessee
$259K – – –
WAM
3843
WealthTrust Asset Management
Florida
$259K +$253K +260 New
MF
3844
Manuka Financial
Virginia
$259K – – –
ORC
3845
O'Rourke & Company
Massachusetts
$258K +$252K +259 New
MSWM
3846
Mowery & Schoenfeld Wealth Management
Illinois
$258K -$118K -121 -32%
AG
3847
Advocate Group
Minnesota
$258K +$2.92K +3 +1%
CP
3848
Castleview Partners
Texas
$258K +$7.8K +8 +3%
EFP
3849
EnRich Financial Partners
Wisconsin
$257K – – –
MCA
3850
Midwest Capital Advisors
Michigan
$257K +$31.2K +32 +14%
152 153
154
155 156