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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
2351
TS Financial Group (TSFG)
Illinois
$356K +$104K +213 +38%
CWM
2352
Curi Wealth Management
North Carolina
$356K +$44K +90 +13%
DWM
2353
Drive Wealth Management
Utah
$353K +$13.2K +27 +4%
HCM
2354
Howard Capital Management
Georgia
$352K +$54.2K +111 +17%
GDP
2355
Great Diamond Partners
Maine
$352K -$9.77K -20 -3%
EE
2356
EWG Elevate
California
$350K -$14.2K -29 -4%
CAGAS
2357
Capital Advisory Group Advisory Services
Minnesota
$350K +$7.33K +15 +2%
OTL
2358
Oak Thistle LLC
New York
$347K +$371K +760 New
HWMA
2359
Heritage Wealth Management (Arizona)
Arizona
$346K +$136K +279 +58%
KFA
2360
Kelleher Financial Advisors
New York
$346K -$12.7K -26 -3%
WWM
2361
Wolff Wiese Magana
California
$345K -$98.7K -202 -21%
TIM
2362
Thompson Investment Management
Wisconsin
$345K – – –
LPIC
2363
LeJeune Puetz Investment Counsel
Michigan
$345K – – –
SFM
2364
Signet Financial Management
New Jersey
$343K -$22K -45 -6%
CA
2365
Crewe Advisors
Utah
$342K -$72.8K -149 -17%
P
2366
&Partners
Tennessee
$341K -$23.5K -48 -6%
TFO
2367
Tarbox Family Office
California
$341K -$1.96K -4 -0.5%
BHPW
2368
Beverly Hills Private Wealth
California
$340K +$364K +745 New
CWM
2369
Catalyst Wealth Management
Georgia
$340K +$364K +745 New
NF
2370
Nvest Financial
New Hampshire
$340K +$12.7K +26 +4%
SWM
2371
Selective Wealth Management
Virginia
$340K -$48.9K -100 -12%
GWM
2372
Gitterman Wealth Management
New Jersey
$340K – – –
RLKPA
2373
Robbie L. Kennerson P.A.
Florida
$339K +$363K +742 New
NS
2374
Newman & Schimel
Illinois
$338K +$362K +741 New
VCM
2375
Vigilant Capital Management
Maine
$338K -$39.1K -80 -10%
93 94
95
96 97