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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2376
Kelleher Financial Advisors
New York
$376K – – –
SMC
2377
Smith, Moore & Co
Missouri
$376K +$43.6K +89 +13%
WWM
2378
Wolff Wiese Magana
California
$376K – – –
RRCM
2379
Rappaport Reiches Capital Management
Illinois
$376K +$81.9K +167 +28%
TIM
2380
Thompson Investment Management
Wisconsin
$375K – – –
OFS
2381
OneAscent Financial Services
Alabama
$375K -$225K -459 -38%
WI
2382
WrapManager Inc
California
$375K +$18.1K +37 +5%
WIM
2383
Westside Investment Management
California
$374K -$110K -225 -23%
WWP
2384
Waypoint Wealth Partners
California
$370K +$9.32K +19 +3%
TFO
2385
Tarbox Family Office
California
$370K -$490 -1 -0.1%
DA
2386
Duality Advisers
Florida
$368K +$363K +741 New
OWM
2387
OneAscent Wealth Management
Alabama
$368K -$382K -779 -51%
AIA
2388
AIMZ Investment Advisors
California
$368K – – –
SFP
2389
Sterling Financial Planning
New Jersey
$368K – – –
FGA
2390
Fortis Group Advisors
New Jersey
$367K +$358K +730 New
DU
2391
Delphia (USA)
Ontario, Canada
$367K +$362K +739 New
PWP
2392
Phillips Wealth Planners
Mississippi
$367K +$2.45K +5 +0.7%
PI
2393
Parkside Investments
Illinois
$367K +$362K +738 New
IWM
2394
Integris Wealth Management
California
$365K +$32.4K +66 +10%
BFA
2395
Bill Few Associates
Pennsylvania
$365K – – –
6F
2396
626 Financial
Michigan
$364K +$10.3K +21 +3%
SW
2397
SkyOak Wealth
Michigan
$363K – – –
UWPG
2398
Ullmann Wealth Partners Group
Florida
$362K +$67.2K +137 +23%
JWM
2399
Janiczek Wealth Management
Colorado
$362K +$39.2K +80 +12%
BCP
2400
Berkeley Capital Partners
Georgia
$362K +$981 +2 +0.3%
94 95
96
97 98