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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
4351
One Wealth Management Investment & Advisory Services
Florida
– -$204K -205 Closed
SEM
4352
Strategic Equity Management
Arizona
– -$204K -205 Closed
AIFS
4353
A&I Financial Services
Colorado
– -$203K -204 Closed
BPW
4354
BLVD Private Wealth
Kentucky
– -$203K -204 Closed
2WWM
4355
21 West Wealth Management
California
– -$202K -203 Closed
MW
4356
Merited Wealth
Florida
– -$202K -203 Closed
PW
4357
Potentia Wealth
California
– -$202K -203 Closed
SWMG
4358
Sard Wealth Management Group
Georgia
– -$202K -203 Closed
SC
4359
Scholtz & Company
Connecticut
– -$202K -203 Closed
W
4360
WPWealth
Texas
– -$202K -203 Closed
PAM
4361
Pacific Asset Management
Washington
– -$201K -202 Closed
CGFA
4362
Colton Groome Financial Advisors
North Carolina
– -$201K -201 Closed
HCM
4363
HMS Capital Management
Tennessee
– -$200K -201 Closed
KBFS
4364
Kohmann Bosshard Financial Services
Ohio
– -$201K -201 Closed
BA
4365
Ballew Advisors
Mississippi
– -$205K -198 Closed
TLFA
4366
True Link Financial Advisors
California
– -$125K -125 Closed
WSA
4367
Wealth Science Advisors
Georgia
– -$96.6K -112 Closed
MWM
4368
Magnolia Wealth Management
Alabama
– -$109K -109 Closed
TWM
4369
TopTier Wealth Management
Wisconsin
– -$108K -109 Closed
PWA
4370
Portus Wealth Advisors
North Carolina
– -$94.7K -95 Closed
WPA
4371
Wealth Preservation Advisors
Tennessee
– -$71.7K -72 Closed
CIR
4372
Clear Investment Research
Georgia
– -$68.3K -69 Closed
AF
4373
Abound Financial
California
– -$60.8K -61 Closed
EA
4374
Evergreen Advisors
Tennessee
– -$54.8K -55 Closed
IWS
4375
Intentional Wealth Strategies
Colorado
– -$45.8K -46 Closed
172 173 174
175
176