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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2526
Wealthquest
Ohio
$230K -$1.01K -2 -0.4%
PWS
2527
Private Wealth Strategies
Ohio
$230K +$29.4K +58 +14%
SCM
2528
Stonehearth Capital Management
Massachusetts
$229K – – –
SFP
2529
Sandbox Financial Partners
Maryland
$229K +$7.1K +14 +3%
FNBTCON
2530
First National Bank & Trust Co of Newtown
Pennsylvania
$229K +$36K +71 +17%
JBA
2531
Johnson Bixby & Associates
Washington
$228K -$1.01K -2 -0.4%
DA
2532
Dillon & Associates
Michigan
$228K – – –
PCMC
2533
Private Capital Management (Colorado)
Colorado
$228K – – –
JSW
2534
Journey Strategic Wealth
New Jersey
$227K -$176K -347 -42%
JHCP
2535
Jackson Hole Capital Partners
Oklahoma
$227K +$240K +473 New
LA
2536
Lynch & Associates
Indiana
$227K +$240K +474 New
AWAP
2537
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$32.5K +64 +16%
GC
2538
Gibson Capital
Pennsylvania
$226K +$240K +474 New
AWC
2539
Abundance Wealth Counselors
Pennsylvania
$225K -$1.08M -2,121 -82%
SDAM
2540
Shulman DeMeo Asset Management
New York
$225K -$507 -1 -0.2%
GWM
2541
Greenhouse Wealth Management
Connecticut
$225K +$238K +470 New
CAM
2542
Capco Asset Management
Florida
$223K -$51.7K -102 -18%
ARMC
2543
American Research & Management Company
Massachusetts
$223K -$12.7K -25 -5%
JLBC
2544
J.L. Bainbridge & Co
Florida
$223K – – –
LC
2545
Landaas & Company
Wisconsin
$223K – – –
SHJ
2546
Sharkey, Howes & Javer
Colorado
$222K -$13.2K -26 -5%
BWM
2547
Baystate Wealth Management
Massachusetts
$222K +$2.54K +5 +1%
DI
2548
Diligent Investors
California
$222K +$48.2K +95 +26%
CWA
2549
Centennial Wealth Advisory
Michigan
$222K +$235K +463 New
OPPS
2550
Obsidian Personal Planning Solutions
Maryland
$222K +$235K +464 New
100 101
102
103 104