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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LIP
3901
Lynch Investment Planning
Pennsylvania
$238K -$14.6K -15 -6%
AWMNY
3902
Arcadia Wealth Management (New York)
New York
$237K +$232K +238 New
SC
3903
Seldon Capital
California
$237K – – –
SIA
3904
Serenity Investment Advisors
Illinois
$237K +$224K +230 New
AHC
3905
Anderson Hoagland & Co
Missouri
$236K – – –
MWP
3906
Meriwether Wealth & Planning
Louisiana
$236K +$1.95K +2 +0.9%
MGAM
3907
McGowan Group Asset Management
Texas
$236K – – –
NCM
3908
Noesis Capital Mangement
Florida
$236K – – –
CWP
3909
Corepath Wealth Partners
Arizona
$235K +$975 +1 +0.4%
NCG
3910
Newport Capital Group
New Jersey
$235K +$230K +236 New
PMG
3911
ProVise Management Group
Florida
$235K -$94.5K -97 -29%
PPF
3912
Pacific Park Financial
California
$235K -$2.92K -3 -1%
CIA
3913
Caerus Investment Advisors
Texas
$235K +$230K +236 New
BHWM
3914
Beaird Harris Wealth Management
Texas
$235K -$293K -301 -56%
SPW
3915
Surience Private Wealth
Washington
$234K – – –
CWA
3916
Crux Wealth Advisors
California
$234K +$975 +1 +0.4%
PFT
3917
Providence First Trust
Arizona
$233K -$9.74K -10 -4%
PFG
3918
Prospect Financial Group
Virginia
$233K – – –
OFO
3919
OneAscent Family Office
Alabama
$233K +$228K +234 New
IDA
3920
Intelligence Driven Advisers
California
$233K +$228K +234 New
RW
3921
REDW Wealth
New Mexico
$233K +$227K +233 New
DFG
3922
Dupree Financial Group
Kentucky
$233K -$45.8K -47 -17%
VDC
3923
Van Diest Capital
Iowa
$232K -$116K -119 -34%
OWCM
3924
One Wealth Capital Management
Arizona
$232K -$1.95K -2 -0.9%
LPFG
3925
Landing Point Financial Group
Ohio
$231K – – –
155 156
157
158 159