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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2501
RBA Wealth Management
California
$265K +$239K +466 New
LC
2502
Landaas & Company
Wisconsin
$264K – – –
GA
2503
GFS Advisors
Texas
$264K +$238K +465 New
QPW
2504
Quantum Private Wealth
Florida
$264K +$238K +465 New
FWM
2505
Focused Wealth Management
New York
$263K – – –
SHJ
2506
Sharkey, Howes & Javer
Colorado
$263K +$512 +1 +0.2%
AA
2507
Aire Advisors
California
$263K +$237K +462 New
AA
2508
Advisory Alpha
Michigan
$263K +$237K +463 New
FNB
2509
Farmers National Bank
Kentucky
$261K +$236K +460 New
PGA
2510
Portland Global Advisors
Maine
$261K -$20K -39 -8%
FFA
2511
Fragasso Financial Advisors
Pennsylvania
$260K -$26.1K -51 -10%
FF
2512
Friedenthal Financial
New Jersey
$260K +$512 +1 +0.2%
AP
2513
Arlington Partners
Alabama
$260K +$71.2K +139 +44%
SCM
2514
Stonehearth Capital Management
Massachusetts
$259K – – –
AWM
2515
Aevitas Wealth Management
Massachusetts
$259K +$512 +1 +0.2%
JWM
2516
JFG Wealth Management
Colorado
$258K -$17.9K -35 -7%
IP
2517
Isthmus Partners
Wisconsin
$257K – – –
MCWA
2518
Meadow Creek Wealth Advisors
Georgia
$257K +$232K +453 New
CWA
2519
Centennial Wealth Advisory
Michigan
$256K – – –
BCM
2520
Bourgeon Capital Management
Connecticut
$255K – – –
WLPWM
2521
Walled Lake Planning & Wealth Management
Illinois
$255K – – –
BWM
2522
Baystate Wealth Management
Massachusetts
$255K +$7.17K +14 +3%
MCIA
2523
Mountain Capital Investment Advisors
Colorado
$255K +$8.71K +17 +4%
EVM
2524
Evelyn V. Moreno
$255K +$230K +450 New
CCIA
2525
Campbell & Co Investment Adviser
Maryland
$254K +$229K +448 New
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101
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