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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3901
AJ Advisors
Tennessee
$225K -$4.98K -5 -2%
IW
3902
Instrumental Wealth
Florida
$225K +$12K +12 +5%
SIG
3903
Spinnaker Investment Group
California
$225K +$239K +240 New
GWA
3904
Genesis Wealth Advisors
Massachusetts
$225K – – –
WIM
3905
Wittenberg Investment Management
Massachusetts
$225K – – –
AWMNY
3906
Arcadia Wealth Management (New York)
New York
$223K – – –
MGAM
3907
McGowan Group Asset Management
Texas
$223K +$996 +1 +0.4%
TI
3908
tru Independence
Oregon
$223K -$3.98K -4 -2%
SC
3909
Seldon Capital
California
$223K – – –
LFIA
3910
Legacy Financial Independent Advisors
Kentucky
$222K -$3.98K -4 -2%
AM
3911
Atwater Malick
Pennsylvania
$222K +$236K +237 New
CWP
3912
Corepath Wealth Partners
Arizona
$221K +$2.99K +3 +1%
MWP
3913
Meriwether Wealth & Planning
Louisiana
$221K -$996 -1 -0.4%
BHWM
3914
Beaird Harris Wealth Management
Texas
$221K – – –
CFA
3915
Camarda Financial Advisors
Florida
$221K +$235K +236 New
PWMG
3916
Private Wealth Management Group
New Jersey
$220K +$69.7K +70 +42%
SPW
3917
Surience Private Wealth
Washington
$220K – – –
CWA
3918
Crux Wealth Advisors
California
$220K – – –
GA
3919
GFS Advisors
Texas
$219K +$14.9K +15 +2%
BWP
3920
Bernardo Wealth Planning
Pennsylvania
$219K +$233K +234 New
HP
3921
Haven Private
Florida
$219K +$1.99K +2 +0.9%
MIC
3922
Means Investment Company
Maine
$218K -$21.9K -22 -9%
DFG
3923
Dupree Financial Group
Kentucky
$218K – – –
DWM
3924
DeLarme Wealth Management
California
$218K +$13K +13 +6%
OIS
3925
OneAscent Investment Solutions
Alabama
$218K -$13K -13 -5%
155 156
157
158 159