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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
4151
Wealth Preservation Advisors
Tennessee
$71.7K +$69.2K +71 +7,100%
KG
4152
Kilter Group
New York
$70.7K +$975 +1 +1%
NF
4153
Napier Financial
Massachusetts
$69.8K +$68.2K +70 New
CIR
4154
Clear Investment Research
Georgia
$68.3K +$67.2K +69 New
SIM
4155
Synergy Investment Management
Florida
$67.8K +$66.3K +68 New
BIM
4156
Breakwater Investment Management
Washington
$67.8K -$14.6K -15 -18%
AP
4157
Aspect Partners
Virginia
$67.8K -$5.85K -6 -8%
C
4158
Covestor
United Kingdom
$67K -$44.8K -46 -41%
LHEI
4159
Leo H. Evart Inc
California
$66.8K +$65.3K +67 New
WA
4160
Walsh & Associates
Florida
$66.8K – – –
SVWA
4161
Sarver Vrooman Wealth Advisors
Missouri
$64.8K – – –
RPA
4162
Redwood Park Advisors
California
$62.1K – – –
PP
4163
Pingora Partners
Wyoming
$61.8K – – –
AF
4164
Abound Financial
California
$60.8K +$59.4K +61 New
FFA
4165
Frazier Financial Advisors
Ohio
$59K +$33.1K +34 +136%
MAS
4166
MPWM Advisory Solutions
Georgia
$57.7K -$80.9K -83 -59%
MAM
4167
Marquette Asset Management
Minnesota
$56.8K +$53.6K +55 +2,750%
RWM
4168
Raffa Wealth Management
District of Columbia
$55.8K +$13.6K +14 +33%
SRCM
4169
Signature Resources Capital Management
California
$55K +$975 +1 +2%
EA
4170
Evergreen Advisors
Tennessee
$54.8K +$53.6K +55 New
EWM
4171
Evolution Wealth Management
Florida
$54.4K +$3.9K +4 +8%
RWS
4172
Retirement Wealth Solutions
Wisconsin
$54.1K – – –
CW
4173
CrossGen Wealth
North Carolina
$53K – – –
VIS
4174
Vega Investment Solutions
France
$52.8K – – –
MBFW
4175
Morton Brown Family Wealth
Pennsylvania
$51.3K +$3.9K +4 +8%
165 166
167
168 169