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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
3876
Cherry Tree Wealth Management
Minnesota
$140K -$21.9K -22 -13%
PWMG
3877
Private Wealth Management Group
New Jersey
$139K -$2.98K -3 -2%
VWA
3878
VSM Wealth Advisory
Maryland
$137K +$4.97K +5 +4%
HAP
3879
Harbor Asset Planning
Massachusetts
$137K +$137K +138 New
NSG
3880
Nalls Sherbakoff Group
Tennessee
$134K +$99.4K +100 +286%
CWM
3881
Cranbrook Wealth Management
Michigan
$131K +$19.9K +20 +18%
NECFA
3882
New England Capital Financial Advisors
Connecticut
$129K – – –
MS
3883
Mizuho Securities
Japan
$129K +$129K +130 New
LC
3884
Luminist Capital
Michigan
$128K +$1.99K +2 +2%
PWM
3885
Proathlete Wealth Management
Florida
$127K – – –
DFA
3886
DHJJ Financial Advisors
Illinois
$127K +$3.98K +4 +3%
EPAM
3887
Evelyn Partners Asset Management
$124K – – –
VEA
3888
Virtus ETF Advisers
New York
$124K +$124K +125 New
NL
3889
NKCFO LLC
Illinois
$123K +$23.9K +24 +24%
HHGA
3890
Halbert Hargrove Global Advisors
California
$123K -$3.98K -4 -3%
MFT
3891
Moisand Fitzgerald Tamayo
Florida
$121K – – –
CWA
3892
Carolina Wealth Advisors
South Carolina
$121K +$5.96K +6 +5%
PG
3893
Proffitt & Goodson
Tennessee
$121K +$22.9K +23 +23%
APW
3894
Acima Private Wealth
Virginia
$120K – – –
C
3895
Covestor
United Kingdom
$116K -$8.95K -9 -7%
RFA
3896
Reyes Financial Architecture
California
$116K +$45.7K +46 +65%
MAS
3897
MPWM Advisory Solutions
Georgia
$113K -$13.9K -14 -11%
MFG
3898
Mendota Financial Group
Wisconsin
$112K – – –
SWIM
3899
Smallwood Wealth Investment Management
New Jersey
$110K – – –
CIAM
3900
Caitong International Asset Management
Hong Kong
$110K +$110K +111 New
154 155
156
157 158