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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2576
Forefront Wealth Management
Pennsylvania
$248K +$226K +430 New
HIG
2577
Heritage Investment Group
Florida
$248K +$226K +430 New
WP
2578
WealthShield Partners
North Carolina
$247K -$47.8K -91 -18%
SCA
2579
Sandy Cove Advisors
Massachusetts
$246K -$5.25K -10 -2%
WFAG
2580
Wescott Financial Advisory Group
Pennsylvania
$246K +$5.25K +10 +2%
BSAM
2581
Blue Square Asset Management
New York
$245K – – –
EGA
2582
E&G Advisors
Texas
$245K – – –
PWS
2583
Private Wealth Strategies
Ohio
$243K +$26.2K +50 +13%
OPOWM
2584
One Plus One Wealth Management
Florida
$242K -$54.6K -104 -20%
RWM
2585
Reston Wealth Management
Virginia
$242K +$525 +1 +0.2%
CNWM
2586
Clay Northam Wealth Management
California
$241K – – –
PGAM
2587
Princeton Global Asset Management
New Jersey
$241K – – –
FIA
2588
Foundations Investment Advisors
Arizona
$240K -$597K -1,138 -74%
KFI
2589
Key Financial Inc
Pennsylvania
$240K +$126K +240 +136%
BB
2590
Bell Bank
North Dakota
$239K – – –
FFA
2591
Fi3 Financial Advisors
Indiana
$239K +$17.8K +34 +9%
WFA
2592
WMG Financial Advisors
Tennessee
$239K +$218K +415 New
WFM
2593
Wolff Financial Management
Michigan
$238K – – –
ST
2594
Sabal Trust
Florida
$238K +$217K +413 New
AWP
2595
Abacus Wealth Partners
California
$237K -$140K -266 -39%
MIS
2596
Morningstar Investment Services
Illinois
$237K +$217K +414 New
AF
2597
Aldebaran Financial
$236K – – –
SFG
2598
Snider Financial Group
Washington
$236K – – –
SLWA
2599
San Luis Wealth Advisors
California
$235K – – –
CC
2600
Cornerstone Capital
California
$234K -$52.5K -100 -20%
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104
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