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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2376
Eclectic Associates
California
$641K +$85.3K +144 +17%
FWMM
2377
Foundation Wealth Management (Missouri)
Missouri
$640K – – –
PSP
2378
Principal Street Partners
Tennessee
$639K -$574K -968 -50%
KWM
2379
Kolinsky Wealth Management
New Jersey
$639K -$15.4K -26 -3%
RLIM
2380
Red Lighthouse Investment Management
New York
$637K -$4.74K -8 -0.8%
VWM
2381
Valley Wealth Managers
New Jersey
$637K +$3.56K +6 +0.6%
EL
2382
Essex LLC
Illinois
$636K – – –
VCM
2383
Vivaldi Capital Management
Illinois
$636K +$51K +86 +11%
OHWA
2384
Oak Hill Wealth Advisors
Virginia
$635K – – –
LOPW
2385
Live Oak Private Wealth
North Carolina
$635K -$16.6K -28 -3%
ITC
2386
Inspire Trust Company
Nevada
$634K +$570K +961 New
SAM
2387
SignalPoint Asset Management
Missouri
$632K – – –
SW
2388
Solidarity Wealth
Utah
$631K -$96.6K -163 -15%
CWA
2389
Clarus Wealth Advisors
Arizona
$630K +$543K +916 New
EF
2390
Exeter Financial
Arizona
$629K +$178K +301 +47%
HCC
2391
Hirtle Callaghan & Co
Pennsylvania
$628K +$108K +182 +24%
ALAM
2392
Asahi Life Asset Management
Japan
$624K +$263K +443 +88%
SIC
2393
SJS Investment Consulting
Ohio
$623K +$19K +32 +4%
CG
2394
CFO4Life Group
Texas
$621K -$1.78K -3 -0.3%
ACA
2395
American Capital Advisory
Idaho
$620K +$557K +939 New
MA
2396
Mezzasalma Advisors
New Jersey
$620K – – –
GCA
2397
Greenwood Capital Associates
South Carolina
$615K +$126K +213 +30%
CWG
2398
Crown Wealth Group
North Carolina
$615K +$225K +379 +69%
SIM
2399
SSI Investment Management
California
$613K -$1.19K -2 -0.2%
PFWA
2400
Paces Ferry Wealth Advisors
Georgia
$611K +$5.93K +10 +1%
94 95
96
97 98