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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2426
Wescott Financial Advisory Group
Pennsylvania
$1.13M +$60.3K +65 +6%
PL
2427
Parthenon LLC
Kentucky
$1.13M – – –
MWP
2428
Madison Wealth Partners
Wisconsin
$1.12M -$3.71K -4 -0.3%
EWS
2429
Evergreen Wealth Solutions
Pennsylvania
$1.12M +$133K +143 +13%
S
2430
Sachetta
Massachusetts
$1.12M -$26K -28 -2%
CPA
2431
Court Place Advisors
Maryland
$1.12M +$13.9K +15 +1%
IFS
2432
Intelligent Financial Strategies
Minnesota
$1.12M – – –
PIA
2433
Pinion Investment Advisors
Kansas
$1.12M -$13K -14 -1%
SMA
2434
Seven Mile Advisory
New Jersey
$1.11M +$1.86K +2 +0.2%
AIS
2435
Accredited Investor Services
Minnesota
$1.11M +$1.13M +1,214 New
WLG
2436
Williamson Legacy Group
Indiana
$1.11M +$19.5K +21 +2%
SWM
2437
Sugarloaf Wealth Management
Georgia
$1.11M -$6.5K -7 -0.6%
ECA
2438
Elevate Capital Advisors
Colorado
$1.11M +$1.12M +1,211 New
HL
2439
HeadInvest LLC
Maine
$1.11M -$16.7K -18 -1%
MMM
2440
Mendel Money Management
Illinois
$1.11M -$4.64K -5 -0.4%
FC
2441
Farringdon Capital
United Kingdom
$1.11M +$1.12M +1,209 New
NWM
2442
Napa Wealth Management
California
$1.11M -$2.54M -2,736 -69%
WEG
2443
World Equity Group
Illinois
$1.1M -$147K -158 -12%
BCG
2444
Bravias Capital Group
New Jersey
$1.1M +$1.04M +1,124 New
SPW
2445
Surience Private Wealth
Washington
$1.1M -$325K -350 -23%
SL
2446
Sentinus LLC
Illinois
$1.1M -$57.5K -62 -5%
GWM
2447
Greenwich Wealth Management
Connecticut
$1.1M +$108K +116 +11%
FC
2448
Fusion Capital
South Carolina
$1.1M -$20.4K -22 -2%
HA
2449
Helium Advisors
Washington
$1.1M +$1.11M +1,197 New
GJWM
2450
Gilliland Jeter Wealth Management
Arkansas
$1.09M +$2.78K +3 +0.3%
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