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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
2101
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M +$158K +174 +10%
AWS
2102
Arkfeld Wealth Strategies
Nebraska
$1.62M +$906 +1 +0.1%
CVM
2103
Cheviot Value Management
California
$1.62M -$50.7K -56 -3%
WAOI
2104
Wealth Advisors of Iowa
Iowa
$1.62M – – –
SA
2105
SoundView Advisors
Washington
$1.62M -$881K -972 -34%
DG
2106
DMC Group
Alabama
$1.62M +$86.1K +95 +5%
ALA
2107
Atlas Legacy Advisors
California
$1.62M +$143K +158 +9%
MSWMA
2108
Market Street Wealth Management Advisors
Indiana
$1.62M -$45.3K -50 -3%
CFO
2109
CVA Family Office
Colorado
$1.62M -$56.2K -62 -3%
LPAM
2110
Lodestar Private Asset Management
California
$1.61M -$70.7K -78 -4%
FF
2111
Farrow Financial
Vermont
$1.61M -$512K -565 -23%
SCG
2112
Sonata Capital Group
Washington
$1.6M – – –
PEA
2113
Park Edge Advisors
Ohio
$1.6M -$52.6K -58 -3%
LCM
2114
Lazari Capital Management
California
$1.6M +$303K +334 +22%
CCP
2115
Cane Capital Partners
Louisiana
$1.6M +$1.68M +1,855 New
PFW
2116
Petros Family Wealth
Minnesota
$1.59M +$217K +239 +15%
PWA
2117
Physician Wealth Advisors
Utah
$1.59M -$101K -111 -6%
WG
2118
Wealth Group
North Carolina
$1.59M +$1.67M +1,840 New
FWA
2119
FSM Wealth Advisors
Ohio
$1.59M -$643K -710 -28%
BHBT
2120
Burke & Herbert Bank & Trust
Virginia
$1.58M -$183K -202 -10%
TIA
2121
Traphagen Investment Advisors
New Jersey
$1.58M +$22.7K +25 +1%
SWP
2122
Strategic Wealth Partners
Ohio
$1.58M -$131K -145 -7%
HGWM
2123
Horst & Graben Wealth Management
Oregon
$1.57M -$12.7K -14 -0.8%
LFA
2124
Laraway Financial Advisors
Minnesota
$1.57M – – –
PIM
2125
Pullen Investment Management
Florida
$1.57M +$105K +116 +7%
83 84
85
86 87