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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2301
Windsor Capital Management
Arizona
$814K -$25K -35 -3%
FFA
2302
Founders Financial Alliance
North Carolina
$813K +$7.14K +10 +0.9%
SDH
2303
Sloy Dahl & Holst
Washington
$810K +$20K +28 +3%
WC
2304
Waterloo Capital
Texas
$809K -$148K -207 -16%
AIFAIM
2305
American Institute for Advanced Investment Management
Arizona
$809K – – –
HWM
2306
Hemington Wealth Management
Virginia
$808K -$59.3K -83 -7%
OWM
2307
OneAscent Wealth Management
Alabama
$808K +$203K +285 +35%
DA
2308
Dover Advisors
Virginia
$807K +$529K +741 +206%
LIWM
2309
Long Island Wealth Management
New York
$806K – – –
LG
2310
Lane Generational
Massachusetts
$806K – – –
VEA
2311
Virtus ETF Advisers
New York
$806K +$31.4K +44 +4%
WSC
2312
Wellington Shields & Co
New York
$806K +$214K +300 +38%
NCMW
2313
Northern Capital Management (Washington)
Washington
$805K +$75K +105 +11%
MWM
2314
Maripau Wealth Management
Indiana
$805K +$784K +1,098 New
EI
2315
Ellevest Inc
New York
$804K +$36.4K +51 +5%
LFP
2316
Leeward Financial Partners
Washington
$803K +$141K +198 +22%
MPAM
2317
Murphy Pohlad Asset Management
Minnesota
$803K – – –
WIM
2318
Westside Investment Management
California
$802K +$257K +360 +49%
WA
2319
Wealthstream Advisors
New York
$801K -$196K -274 -20%
PIMG
2320
Patriot Investment Management Group
Tennessee
$801K -$76.4K -107 -9%
KA
2321
Klingman & Associates
New York
$800K -$5.71K -8 -0.7%
SIA
2322
Strategic Investment Advisors
Michigan
$800K +$51.4K +72 +7%
S
2323
Sachetta
Massachusetts
$799K – – –
FCA
2324
FinTrust Capital Advisors
South Carolina
$797K -$155K -217 -17%
WBCM
2325
Wilson & Boucher Capital Management
California
$795K +$153K +215 +25%
91 92
93
94 95