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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2351
TCFG Wealth Management
California
$1.28M +$13.9K +14 +1%
SSW
2352
Smith Shellnut Wilson
Mississippi
$1.28M -$20.9K -21 -2%
MFG
2353
Midwest Financial Group
Kansas
$1.28M +$205K +206 +19%
MIM
2354
Montgomery Investment Management
Maryland
$1.28M – – –
SCA
2355
Scott Capital Advisors
Oregon
$1.28M -$99.4K -100 -7%
WF
2356
Whelan Financial
California
$1.27M +$77.5K +78 +6%
BFO
2357
Biltmore Family Office
North Carolina
$1.27M -$85.5K -86 -6%
WTFG
2358
Wood Tarver Financial Group
Idaho
$1.27M -$146K -147 -10%
WLG
2359
Williamson Legacy Group
Indiana
$1.27M +$65.6K +66 +5%
BCM
2360
BluePath Capital Management
Georgia
$1.27M +$31.8K +32 +3%
BCM
2361
Buckhead Capital Management
Georgia
$1.27M -$19.9K -20 -2%
SOAG
2362
Silver Oak Advisory Group
Oregon
$1.26M +$237K +238 +23%
PWA
2363
Providence Wealth Advisors
Illinois
$1.26M – – –
CWA
2364
Clarus Wealth Advisors
Arizona
$1.26M +$218K +219 +21%
FA
2365
Fermata Advisors
California
$1.26M -$762K -767 -38%
DI
2366
Diligent Investors
California
$1.26M +$246K +248 +24%
CFS
2367
Coordinated Financial Services
Colorado
$1.25M +$994 +1 +0.1%
RAG
2368
RIA Advisory Group
Iowa
$1.25M -$223K -224 -15%
SAM
2369
Seelaus Asset Management
New Jersey
$1.25M – – –
WA
2370
WP Advisors
California
$1.25M +$12.9K +13 +1%
AWA
2371
AmeriServ Wealth Advisors
Pennsylvania
$1.25M -$22.9K -23 -2%
EFA
2372
Evernest Financial Advisors
Indiana
$1.24M +$101K +102 +9%
CWM
2373
Cahaba Wealth Management
Georgia
$1.24M -$126K -127 -9%
MC
2374
Martin & Co
Tennessee
$1.24M +$9.94K +10 +0.8%
PL
2375
Parthenon LLC
Kentucky
$1.24M +$24.8K +25 +2%
93 94
95
96 97