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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
2451
NFP Retirement Inc
California
$859K -$1.74K -2 -0.2%
VFA
2452
Voya Financial Advisors
Connecticut
$859K -$566K -652 -40%
TL
2453
Tradewinds LLC
North Carolina
$859K +$26.9K +31 +3%
RLIM
2454
Red Lighthouse Investment Management
New York
$858K – – –
WKSWA
2455
White Knight Strategic Wealth Advisors
New Jersey
$856K -$30.4K -35 -3%
PP
2456
PrairieView Partners
Minnesota
$854K +$4.34K +5 +0.5%
LWM
2457
LJI Wealth Management
Indiana
$854K +$868 +1 +0.1%
FCCM
2458
First City Capital Management
Georgia
$854K +$168K +194 +25%
4WM
2459
49 Wealth Management
Texas
$853K +$223K +257 +36%
FCIM
2460
Fairview Capital Investment Management
California
$853K +$267K +308 +47%
MAA
2461
Mraz Amerine & Associates
California
$852K – – –
AWM
2462
Affinity Wealth Management
Delaware
$851K -$37.3K -43 -4%
SIS
2463
Sound Income Strategies
Florida
$848K -$2.6K -3 -0.3%
OBWG
2464
Onyx Bridge Wealth Group
New York
$848K +$352K +406 +74%
AWG
2465
Altus Wealth Group
Colorado
$848K +$15.6K +18 +2%
ICP
2466
Interchange Capital Partners
Pennsylvania
$846K -$29.5K -34 -3%
AA
2467
Axiom Advisory
California
$845K +$107K +123 +15%
MAM
2468
Milestone Asset Management
Pennsylvania
$845K +$85.9K +99 +12%
WFMPM
2469
Woodley Farra Manion Portfolio Management
Indiana
$841K -$4.34K -5 -0.5%
TPW
2470
Transatlantique Private Wealth
New York
$840K -$345K -398 -30%
KIC
2471
Kensington Investment Counsel
California
$840K +$1.74K +2 +0.2%
ACA
2472
American Capital Advisory
Idaho
$838K +$5.21K +6 +0.6%
DM
2473
Deerfield Management
New York
$838K +$820K +945 New
VCM
2474
Vivaldi Capital Management
Illinois
$836K +$128K +147 +18%
PWA
2475
Prairie Wealth Advisors
Nebraska
$835K -$243K -280 -23%
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