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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
3876
Total Wealth Planning & Management
Florida
$204K +$214K +236 New
FA
3877
FSA Advisors
Michigan
$204K +$17.2M +18,973 +8,358%
IWA
3878
IVC Wealth Advisors
Pennsylvania
$203K +$7.25K +8 +4%
IAA
3879
Ironsides Asset Advisors
North Carolina
$203K -$201K -222 -49%
GRA
3880
Golden Road Advisors
Florida
$203K -$19.9K -22 -9%
OWCM
3881
One Wealth Capital Management
Arizona
$203K -$13.6K -15 -6%
MWP
3882
Meriwether Wealth & Planning
Louisiana
$203K -$906 -1 -0.4%
SPW
3883
Surience Private Wealth
Washington
$203K – – –
SRC
3884
Shufro Rose & Co
New York
$203K +$20.8K +23 +11%
MWM
3885
Manske Wealth Management
Texas
$203K +$213K +235 New
VR
3886
Valued Retirements
Texas
$202K +$906 +1 +0.4%
CWA
3887
Crux Wealth Advisors
California
$202K -$8.16K -9 -4%
PFG
3888
Prospect Financial Group
Virginia
$202K – – –
GFG
3889
Greenberg Financial Group
Arizona
$202K +$212K +234 New
TF
3890
Tandem Financial
Colorado
$202K -$33.5K -37 -14%
GG
3891
GenWealth Group
New Jersey
$201K +$205K +226 New
PM
3892
Pembroke Management
Quebec, Canada
$201K +$211K +233 New
CCT
3893
Chemung Canal Trust
New York
$201K – – –
SCP
3894
Stevens Capital Partners
Nebraska
$201K +$211K +233 New
MW
3895
Members Wealth
Pennsylvania
$200K +$186K +205 New
LPFG
3896
Landing Point Financial Group
Ohio
$200K – – –
HP
3897
Haven Private
Florida
$200K -$4.53K -5 -2%
BCWM
3898
Ball & Co Wealth Management
Tennessee
$200K +$906 +1 +0.4%
BFP
3899
Birchwood Financial Partners
Minnesota
$199K +$209K +231 New
TLA
3900
Tanglewood Legacy Advisors
Texas
$197K – – –
154 155
156
157 158