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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1851
BigSur Wealth Management
Florida
$1.01M – – –
DCM
1852
Dudley Capital Management
Virginia
$1.01M +$35.9K +65 +4%
CPRC
1853
Consolidated Portfolio Review Corp
New York
$1.01M +$2.21K +4 +0.2%
WCG
1854
Weaver Consulting Group
California
$1.01M – – –
ACM
1855
AlphaStar Capital Management
North Carolina
$1M -$1.3M -2,359 -57%
TCM
1856
Traynor Capital Management
Pennsylvania
$1M +$12.1K +22 +1%
RCIM
1857
Red Cedar Investment Management
Michigan
$999K +$10.5K +19 +1%
HGWM
1858
Horst & Graben Wealth Management
Oregon
$997K – – –
FCAS
1859
First Command Advisory Services
Texas
$997K +$974K +1,764 New
AFG
1860
Atomi Financial Group
New York
$993K +$215K +389 +28%
CA
1861
Cornerstone Advisory
Maryland
$991K +$27K +49 +3%
WG
1862
Welch Group
Alabama
$988K -$87.2K -158 -8%
UWPG
1863
Ullmann Wealth Partners Group
Florida
$985K +$562K +1,018 +140%
WFA
1864
Wellspring Financial Advisors
Ohio
$984K +$100K +182 +12%
FA
1865
Faithward Advisors
Pennsylvania
$984K +$80K +145 +9%
PWA
1866
Physician Wealth Advisors
Utah
$983K +$38.1K +69 +4%
SAM
1867
Sompo Asset Management
Japan
$983K +$138K +250 +17%
CFP
1868
Catalyst Financial Partners
Massachusetts
$982K +$270K +489 +39%
AIA
1869
Alera Investment Advisors
Illinois
$980K -$4.42K -8 -0.5%
PFBT
1870
Parkside Financial Bank & Trust
Missouri
$979K +$76.2K +138 +9%
BRA
1871
Bender Robert & Associates
California
$978K -$33.1K -60 -3%
LCOV
1872
London Company of Virginia
Virginia
$977K – – –
BHBT
1873
Burke & Herbert Bank & Trust
Virginia
$972K -$5.52K -10 -0.6%
JWA
1874
JFS Wealth Advisors
Pennsylvania
$969K +$14.4K +26 +2%
LBA
1875
Lowell Blake & Associates
Massachusetts
$969K +$110K +200 +13%
73 74
75
76 77