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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2101
Alaethes Wealth
Nevada
$947K -$67K -113 -7%
BWP
2102
BSW Wealth Partners
Colorado
$944K +$68.8K +116 +9%
SL
2103
Sentry LLC
Tennessee
$943K – – –
SFG
2104
SNS Financial Group
Minnesota
$942K +$10.7K +18 +1%
SWM
2105
Sugarloaf Wealth Management
Georgia
$941K -$14.2K -24 -2%
AWA
2106
Aletheian Wealth Advisors
Washington
$937K -$10.1K -17 -1%
SIAG
2107
Safeguard Investment Advisory Group
California
$934K +$296K +499 +55%
CWA
2108
Canvas Wealth Advisors
Kansas
$934K +$100K +169 +14%
JCFM
2109
JBR Co Financial Management
Oklahoma
$934K +$839K +1,415 New
OFS
2110
OneAscent Financial Services
Alabama
$928K +$349K +589 +72%
DWM
2111
Drive Wealth Management
Utah
$926K +$28.4K +48 +4%
WA
2112
Wealth Architects
California
$925K +$62.2K +105 +8%
HTI
2113
Hikari Tsushin Inc
Japan
$924K – – –
EFI
2114
EHP Funds Inc
Canada
$924K +$830K +1,400 New
BA
2115
Bridge Advisory
California
$921K -$108K -182 -12%
RF
2116
Robinswood Financial
Washington
$921K -$21.9K -37 -3%
GHA
2117
GW Henssler & Associates
Georgia
$919K +$34.4K +58 +4%
MFWP
2118
Mosaic Family Wealth Partners
Missouri
$915K +$29.6K +50 +4%
NCM
2119
Northwest Capital Management
Oregon
$914K +$16.6K +28 +2%
AWM
2120
Aberdeen Wealth Management
Illinois
$914K – – –
HIIFS
2121
Harel Insurance Investments & Financial Services
Israel
$913K +$697K +1,176 +582%
TDC
2122
Thompson Davis & Co
Virginia
$912K +$77.6K +131 +10%
FNT
2123
First Nebraska Trust
Nebraska
$911K – – –
JE
2124
JMAC Enterprises
Pennsylvania
$911K +$14.2K +24 +2%
EL
2125
EWA LLC
Pennsylvania
$911K +$37.9K +64 +5%
83 84
85
86 87