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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3976
DeLarme Wealth Management
California
$219K -$22.4K -23 -9%
JFG
3977
JDM Financial Group
Texas
$219K – – –
WWM
3978
Westwood Wealth Management
California
$219K +$214K +220 New
PWS
3979
Precision Wealth Strategies
Missouri
$218K -$124K -127 -37%
OE
3980
OFS Enterprise
Nebraska
$218K +$213K +219 New
FFP
3981
Freedom Financial Partners
Minnesota
$217K +$212K +218 New
EWM
3982
Edge Wealth Management
New York
$217K +$212K +218 New
PWM
3983
Proathlete Wealth Management
Florida
$217K – – –
ZIG
3984
Zuckerman Investment Group
Illinois
$217K +$212K +218 New
BCM
3985
Brookmont Capital Management
Texas
$216K +$211K +217 New
IP
3986
Isthmus Partners
Wisconsin
$215K -$63.3K -65 -23%
FIT
3987
Financially in Tune
Massachusetts
$215K +$210K +216 New
GSF
3988
Grove Street Fiduciary
New Hampshire
$215K +$210K +216 New
OCG
3989
Opus Capital Group
Ohio
$215K +$210K +216 New
VWA
3990
Valued Wealth Advisors
Utah
$214K +$17.5K +18 +9%
PIS
3991
POM Investment Strategies
North Carolina
$214K +$3.9K +4 +2%
MIM
3992
Manitou Investment Management
Ontario, Canada
$214K – – –
1CP
3993
17 Capital Partners
Arizona
$214K +$210K +215 New
AWP
3994
Astra Wealth Partners
New Jersey
$214K +$210K +215 New
GG
3995
GenWealth Group
New Jersey
$213K -$11.7K -12 -5%
TF
3996
Tenzing Financial
Virginia
$213K +$211K +217 New
MWML
3997
M Wealth Management LLC
California
$213K +$209K +214 New
MRP
3998
Measured Risk Portfolios
California
$212K +$208K +213 New
FS
3999
Ferguson Shapiro
Georgia
$212K +$208K +213 New
WAG
4000
Wallace Advisory Group
California
$212K +$208K +213 New
158 159
160
161 162