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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4026
Provident Wealth Management
Tennessee
$202K +$215K +216 New
RI
4027
Ridgewood Investments
New Jersey
$202K +$215K +216 New
OCG
4028
Opus Capital Group
Ohio
$202K – – –
VDC
4029
Van Diest Capital
Iowa
$202K -$17.9K -18 -8%
CWL
4030
Causey Wealth LLC
Colorado
$202K -$13.9K -14 -6%
IPW
4031
Intergy Private Wealth
Colorado
$201K -$12K -12 -5%
CIA
4032
Cascade Investment Advisors
Oregon
$201K -$14.9K -15 -7%
1CP
4033
17 Capital Partners
Arizona
$201K – – –
MIM
4034
Manitou Investment Management
Ontario, Canada
$201K – – –
FA
4035
FSA Advisors
Michigan
$201K -$30.9K -31 -13%
AU
4036
AlphaGrep UK
$200K +$213K +214 New
AW
4037
Avion Wealth
Texas
$198K +$9.96K +10 +5%
SDIC
4038
South Dakota Investment Council
South Dakota
$196K – – –
AWA
4039
Acumen Wealth Advisors
Tennessee
$196K +$3.98K +4 +2%
RWM
4040
Rialto Wealth Management
New York
$196K – – –
SWA
4041
Strategic Wealth Advisors
Arizona
$194K – – –
PIS
4042
POM Investment Strategies
North Carolina
$194K -$7.97K -8 -4%
OA
4043
Operose Advisors
Wisconsin
$193K +$205K +206 New
NWMP
4044
Noble Wealth Management PBC
Colorado
$190K +$1.99K +2 +1%
TWD
4045
True Wealth Design
Ohio
$187K -$5.98K -6 -3%
RCM
4046
Ravenstone Capital Management
$187K – – –
SC
4047
Skylands Capital
Wisconsin
$187K +$199K +200 New
WAG
4048
Wiser Advisor Group
Arizona
$186K +$4.98K +5 +3%
Q1WB
4049
Quest 10 Wealth Builders
Virginia
$185K – – –
MWM
4050
Mosley Wealth Management
California
$182K -$119K -119 -38%
160 161
162
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