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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4176
Walsh & Associates
Florida
$66.8K – – –
SVWA
4177
Sarver Vrooman Wealth Advisors
Missouri
$64.8K – – –
RPA
4178
Redwood Park Advisors
California
$62.1K – – –
PP
4179
Pingora Partners
Wyoming
$61.8K – – –
AF
4180
Abound Financial
California
$60.8K +$59.4K +61 New
FFA
4181
Frazier Financial Advisors
Ohio
$59K +$33.1K +34 +136%
MAS
4182
MPWM Advisory Solutions
Georgia
$57.7K -$80.9K -83 -59%
MAM
4183
Marquette Asset Management
Minnesota
$56.8K +$53.6K +55 +2,750%
RWM
4184
Raffa Wealth Management
District of Columbia
$55.8K +$13.6K +14 +33%
SRCM
4185
Signature Resources Capital Management
California
$55K +$975 +1 +2%
EA
4186
Evergreen Advisors
Tennessee
$54.8K +$53.6K +55 New
EWM
4187
Evolution Wealth Management
Florida
$54.4K +$3.9K +4 +8%
RWS
4188
Retirement Wealth Solutions
Wisconsin
$54.1K – – –
CW
4189
CrossGen Wealth
North Carolina
$53K – – –
VIS
4190
Vega Investment Solutions
France
$52.8K – – –
MBFW
4191
Morton Brown Family Wealth
Pennsylvania
$51.3K +$3.9K +4 +8%
AIM
4192
Access Investment Management
Georgia
$49.8K – – –
SC
4193
Swan Capital
Florida
$49.8K – – –
TW
4194
Titan Wealth
$49.8K +$48.7K +50 New
KCM
4195
Key Capital Management
Tennessee
$48.8K +$21.4K +22 +81%
PF
4196
PlanVest Financial
Maryland
$46.1K +$44.8K +46 New
IRC
4197
Investors Research Corp
Georgia
$45.8K – – –
IWS
4198
Intentional Wealth Strategies
Colorado
$45.8K +$44.8K +46 New
PCA
4199
PMV Capital Advisers
Texas
$42.8K -$1.95K -2 -4%
CAM
4200
Chesapeake Asset Management
New York
$40.9K – – –
166 167
168
169 170