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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2176
Capital Wealth Planning
Florida
$459K +$30.3K +62 +7%
WMA
2177
Wealth Management Associates
New Jersey
$458K -$142K -291 -22%
DDPIC
2178
Deroy & Devereaux Private Investment Counsel
Michigan
$458K – – –
LFA
2179
Legacy Financial Advisors
Kentucky
$458K -$19.5K -40 -4%
OPPS
2180
Obsidian Personal Planning Solutions
Maryland
$457K +$262K +537 +116%
EWG
2181
Executive Wealth Group
Washington
$457K – – –
CBB
2182
Citizens Business Bank
California
$456K -$5.86K -12 -1%
SIC
2183
SJS Investment Consulting
Ohio
$456K -$10.8K -22 -2%
OCBCO
2184
Oversea-Chinese Banking Corp (OCBC)
Singapore
$455K +$487K +996 New
CWA
2185
Clarus Wealth Advisors
Arizona
$454K -$67.4K -138 -13%
BMWM
2186
Brown Miller Wealth Management
Virginia
$451K +$8.8K +18 +2%
VWM
2187
Valley Wealth Managers
New Jersey
$451K -$8.31K -17 -2%
NCMW
2188
Northern Capital Management (Washington)
Washington
$450K – – –
CWA
2189
Capital Wealth Alliance
Arizona
$450K -$25.4K -52 -5%
PSP
2190
Principal Street Partners
Tennessee
$448K -$8.31K -17 -2%
CIP
2191
Convergence Investment Partners
Florida
$448K -$30.3K -62 -6%
MAG
2192
MRA Advisory Group
New Jersey
$448K -$25.9K -53 -5%
BFWA
2193
Benchmark Financial Wealth Advisors
Florida
$447K +$23.9K +49 +5%
MCM
2194
McRae Capital Management
New Jersey
$446K – – –
IIA
2195
IPG Investment Advisors
California
$446K +$14.7K +30 +3%
KCM
2196
KRS Capital Management
Michigan
$445K +$67.4K +138 +16%
KCPG
2197
Kavar Capital Partners Group
Kansas
$444K +$28.3K +58 +6%
CST
2198
Charles Schwab Trust
Nevada
$444K – – –
AWG
2199
Altus Wealth Group
Colorado
$443K +$137K +280 +41%
MAWA
2200
Moss Adams Wealth Advisors
Washington
$443K +$474K +970 New
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