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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2426
Capula Management
Cayman Islands
$699K +$644K +902 +1,735%
LA
2427
Lifeworks Advisors
Michigan
$697K -$52.8K -74 -7%
GAA
2428
Global Assets Advisory
Florida
$697K +$690K +966 New
VW
2429
Vance Wealth
California
$696K +$24.3K +34 +4%
FWMM
2430
Foundation Wealth Management (Missouri)
Missouri
$696K -$14.3K -20 -2%
MAM
2431
McLean Asset Management
Virginia
$696K -$13.6K -19 -2%
MPW
2432
MGO Private Wealth
California
$695K +$203K +285 +43%
CCM
2433
Chaney Capital Management
Washington
$694K -$50.7K -71 -7%
CFO
2434
Collective Family Office
Pennsylvania
$694K +$22.1K +31 +3%
ALAM
2435
Asahi Life Asset Management
Japan
$693K – – –
CGH
2436
CMG Global Holdings
Texas
$693K – – –
DWM
2437
Darwin Wealth Management
Florida
$692K -$57.1K -80 -8%
TCM
2438
Tributary Capital Management
Nebraska
$692K -$243K -340 -26%
BFWA
2439
Benchmark Financial Wealth Advisors
Florida
$691K +$55.7K +78 +9%
FNBTCON
2440
First National Bank & Trust Co of Newtown
Pennsylvania
$689K +$42.1K +59 +7%
AWG
2441
Altus Wealth Group
Colorado
$687K -$114K -159 -14%
CPA
2442
Capital Performance Advisors
California
$687K +$12.1K +17 +2%
SGCA
2443
Steel Grove Capital Advisors
Tennessee
$685K +$376K +526 +129%
SAM
2444
SignalPoint Asset Management
Missouri
$685K -$16.4K -23 -2%
CPW
2445
Catalyst Private Wealth
California
$680K +$176K +247 +36%
SW
2446
SkyOak Wealth
Michigan
$678K +$125K +175 +23%
SC
2447
Summa Corp
Texas
$676K – – –
PFWA
2448
Paces Ferry Wealth Advisors
Georgia
$676K -$2.14K -3 -0.3%
SIM
2449
SSI Investment Management
California
$675K -$5.71K -8 -0.9%
TFM
2450
TFC Financial Management
Massachusetts
$674K +$1.43K +2 +0.2%
96 97
98
99 100