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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2576
Petra Financial Advisors
Colorado
$931K -$875K -897 -48%
NRI
2577
NFP Retirement Inc
California
$931K +$4.88K +5 +0.5%
CS
2578
Capital Square
Tennessee
$931K +$37K +38 +4%
PFA
2579
Pettinga Financial Advisors
Indiana
$931K +$975 +1 +0.1%
EI
2580
Ellevest Inc
New York
$929K -$75.1K -77 -7%
WAM
2581
Weinberger Asset Management
California
$927K +$92.6K +95 +11%
WIM
2582
Waycross Investment Management
Washington
$925K +$7.8K +8 +0.8%
PMG
2583
Private Management Group
California
$923K -$490K -503 -34%
OHWA
2584
Oak Hill Wealth Advisors
Virginia
$918K +$2.92K +3 +0.3%
NA
2585
Nestegg Advisors
New York
$917K – – –
QFA
2586
Quantum Financial Advisors
California
$917K -$322K -330 -25%
LWM
2587
LJI Wealth Management
Indiana
$916K – – –
OCPWS
2588
One Charles Private Wealth Services
Massachusetts
$915K +$2.92K +3 +0.3%
IAG
2589
Investmark Advisory Group
Connecticut
$914K -$975 -1 -0.1%
KLCM
2590
KG&L Capital Management
Louisiana
$912K +$940K +964 New
RIG
2591
RiverFront Investment Group
Virginia
$911K +$128K +131 +16%
CA
2592
Capital Advantage
California
$910K – – –
EHAM
2593
Eagle Harbor Asset Management
Washington
$910K -$36.1K -37 -4%
SIC
2594
SJS Investment Consulting
Ohio
$907K -$27.3K -28 -3%
PCFFS
2595
Pacific Center for Financial Services
California
$906K – – –
MFG
2596
Menard Financial Group
Texas
$906K +$19.5K +20 +2%
AFG
2597
Altiora Financial Group
Ohio
$905K – – –
EWP
2598
Elevation Wealth Partners
California
$905K -$62.4K -64 -6%
TL
2599
Tradewinds LLC
North Carolina
$904K -$10.7K -11 -1%
ACA
2600
American Capital Advisory
Idaho
$903K +$4.88K +5 +0.5%
102 103
104
105 106