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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2551
Reston Wealth Management
Virginia
$239K +$215K +420 New
AIM
2552
Avity Investment Management
Connecticut
$238K +$215K +420 New
PGAM
2553
Princeton Global Asset Management
New Jersey
$237K -$92.2K -180 -30%
PWP
2554
Pursue Wealth Partners
California
$237K +$214K +417 New
CNWM
2555
Clay Northam Wealth Management
California
$237K +$214K +418 New
WFAG
2556
Wescott Financial Advisory Group
Pennsylvania
$237K +$214K +418 New
BB
2557
Bell Bank
North Dakota
$236K +$213K +415 New
ES
2558
ETF Store
Kansas
$236K +$235K +459 New
SICM
2559
Sustainable Insight Capital Management
New York
$235K -$118K -231 -36%
SLWA
2560
San Luis Wealth Advisors
California
$235K +$212K +414 New
HWM
2561
Hemington Wealth Management
Virginia
$234K -$245K -479 -44%
CAM
2562
CenterStar Asset Management
Illinois
$234K – – –
AWAP
2563
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$211K +412 New
FWM
2564
Fortress Wealth Management
California
$234K +$212K +413 New
WFM
2565
Wolff Financial Management
Michigan
$234K +$212K +413 New
AF
2566
Aldebaran Financial
$233K +$210K +410 New
PI
2567
PFS Investments
Georgia
$233K +$210K +410 New
BCM
2568
Boltwood Capital Management
California
$233K +$211K +411 New
SFG
2569
Snider Financial Group
Washington
$232K – – –
GPA
2570
Guerra Pan Advisors
New Jersey
$232K +$209K +408 New
SDAM
2571
Shulman DeMeo Asset Management
New York
$231K +$208K +406 New
FNBTCON
2572
First National Bank & Trust Co of Newtown
Pennsylvania
$231K +$208K +407 New
CWP
2573
Concord Wealth Partners
Virginia
$230K +$86.6K +169 +71%
CCP
2574
Cassia Capital Partners
North Carolina
$229K +$207K +404 New
HF
2575
Halpern Financial
Virginia
$228K +$205K +400 +40,000%
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