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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
2626
Carolinas Wealth Consulting
North Carolina
$885K -$18.6K -20 -2%
MAM
2627
Milestone Asset Management
Pennsylvania
$884K +$11.1K +12 +1%
OCPWS
2628
One Charles Private Wealth Services
Massachusetts
$884K -$49.2K -53 -5%
AWG
2629
Altus Wealth Group
Colorado
$883K +$7.42K +8 +0.8%
AA
2630
Armis Advisers
Georgia
$881K +$892K +961 New
MAA
2631
Mraz Amerine & Associates
California
$881K – – –
BW
2632
Blalock Williams
Alabama
$881K +$892K +961 New
PCFFS
2633
Pacific Center for Financial Services
California
$878K -$13K -14 -1%
RRCM
2634
Rappaport Reiches Capital Management
Illinois
$877K +$33.4K +36 +4%
AFG
2635
Altiora Financial Group
Ohio
$877K -$30.6K -33 -3%
PWP
2636
Pursue Wealth Partners
California
$875K +$341K +368 +63%
TIP
2637
Tandem Investment Partners
New Jersey
$874K +$885K +954 New
ACA
2638
American Capital Advisory
Idaho
$871K +$4.64K +5 +0.5%
WFMPM
2639
Woodley Farra Manion Portfolio Management
Indiana
$870K – – –
WF
2640
Whelan Financial
California
$867K +$181K +195 +26%
AIM
2641
Aigen Investment Management
New York
$867K -$3.49M -3,756 -80%
BSI
2642
Bennett Selby Investments
Maine
$865K +$24.1K +26 +3%
ODIJL
2643
One Day In July LLC
Vermont
$864K -$44.5K -48 -5%
MWM
2644
Mascoma Wealth Management
New Hampshire
$861K – – –
HIM
2645
Hillsdale Investment Management
Ontario, Canada
$855K +$102K +110 +13%
AIP
2646
Arrowpoint Investment Partners
Singapore
$853K +$864K +931 New
FWMM
2647
Foundation Wealth Management (Missouri)
Missouri
$849K – – –
GFA
2648
Gallagher Fiduciary Advisors
Illinois
$849K +$62.2K +67 +8%
MWS
2649
MFA Wealth Services
California
$847K +$857K +924 New
BFWA
2650
Benchmark Financial Wealth Advisors
Florida
$845K +$928 +1 +0.1%
104 105
106
107 108