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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
4001
Zuckerman Investment Group
Illinois
$208K +$3.98K +4 +2%
AAM
4002
American Asset Management
Florida
$208K +$221K +222 New
TF
4003
Tenzing Financial
Virginia
$207K +$996 +1 +0.5%
CP
4004
Camelot Portfolios
Ohio
$207K -$1.99K -2 -0.9%
MAM
4005
Mystic Asset Management
Rhode Island
$207K -$17.9K -18 -8%
3FI
4006
3 Factor Indexing
California
$207K – – –
CIM
4007
Catalyst Investment Management
New Hampshire
$207K +$220K +221 New
PWM
4008
Penobscot Wealth Management
Maine
$207K -$124K -124 -36%
APC
4009
Aspire Private Capital
North Carolina
$206K – – –
WWM
4010
Westwood Wealth Management
California
$206K – – –
GTWM
4011
Global Trust Wealth Management
Florida
$206K -$9.96K -10 -4%
JFG
4012
JDM Financial Group
Texas
$206K – – –
WWC
4013
Waypoint Wealth Counsel
Georgia
$206K -$86.7K -87 -28%
VWA
4014
Valued Wealth Advisors
Utah
$205K +$3.98K +4 +2%
RFN
4015
Redwood Financial Network
Ohio
$205K -$996 -1 -0.5%
GSC
4016
G&S Capital
Colorado
$205K -$2.99K -3 -1%
FS
4017
Financially Speaking
Colorado
$204K – – –
PWM
4018
Proathlete Wealth Management
Florida
$204K – – –
FFP
4019
Freedom Financial Partners
Minnesota
$204K – – –
VPF
4020
Vantage Point Financial
Illinois
$204K +$11K +11 +5%
EWM
4021
Edge Wealth Management
New York
$204K – – –
PWS
4022
Precision Wealth Strategies
Missouri
$203K -$1.99K -2 -0.9%
MWA
4023
Martel Wealth Advisors
Washington
$203K -$11K -11 -5%
PCMC
4024
Paragon Capital Management (Colorado)
Colorado
$203K -$4.98K -5 -2%
IP
4025
Isthmus Partners
Wisconsin
$202K – – –
159 160
161
162 163