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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2551
Fragasso Financial Advisors
Pennsylvania
$276K +$490 +1 +0.2%
CA
2552
Commerzbank Aktiengesellschaft
Germany
$276K – – –
FAFN
2553
First Affirmative Financial Network
Colorado
$276K +$5.88K +12 +2%
DI
2554
Diligent Investors
California
$275K +$15.2K +31 +6%
SIC
2555
Samalin Investment Counsel
New York
$275K +$490 +1 +0.2%
KIC
2556
Kensington Investment Counsel
California
$275K -$24.5K -50 -8%
TWM
2557
Thrive Wealth Management
Pennsylvania
$274K +$48.6K +99 +22%
MWM
2558
Marion Wealth Management
Pennsylvania
$274K +$33.4K +68 +14%
NEWAS
2559
N.E.W. Advisory Services
Wisconsin
$274K +$9.32K +19 +4%
APWA
2560
Atlas Private Wealth Advisors
New Jersey
$274K – – –
CCA
2561
Childress Capital Advisors
Texas
$274K -$549K -1,120 -67%
AAM
2562
American Asset Management
Florida
$273K – – –
BAM
2563
Baldrige Asset Management
Pennsylvania
$273K -$25K -51 -9%
CCA
2564
Cottonwood Capital Advisors
Utah
$272K +$2.45K +5 +0.9%
AIA
2565
Acute Investment Advisory
Arizona
$272K – – –
CRIG
2566
Charter Research & Investment Group
Connecticut
$272K – – –
WMA
2567
West Michigan Advisors
Michigan
$272K +$13.7K +28 +5%
MWA
2568
Martel Wealth Advisors
Washington
$271K – – –
SCM
2569
Stordahl Capital Management
Colorado
$270K – – –
SIS
2570
Sound Income Strategies
Florida
$270K +$10.8K +22 +4%
RA
2571
Rise Advisors
New York
$270K +$1.47K +3 +0.6%
PS
2572
Planned Solutions
California
$269K +$3.43K +7 +1%
KPWG
2573
KFA Private Wealth Group
Virginia
$269K -$14.2K -29 -5%
WIM
2574
Waycross Investment Management
Washington
$269K -$2.45K -5 -0.9%
MIC
2575
Means Investment Company
Maine
$268K +$490 +1 +0.2%
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