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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
2651
Diversified Portfolios Inc
Michigan
$224K -$13.2K -27 -5%
ARC
2652
Advisor Resource Council
Texas
$224K +$11.7K +24 +5%
SWAG
2653
Spectrum Wealth Advisory Group
California
$223K +$489 +1 +0.2%
BWM
2654
Baystate Wealth Management
Massachusetts
$223K +$11.2K +23 +5%
BFS
2655
Beacon Financial Strategies
North Carolina
$222K – – –
TWM
2656
TMD Wealth Management
Arizona
$222K -$9.77K -20 -4%
RWA
2657
Rooted Wealth Advisors
Illinois
$222K +$238K +487 New
AWM
2658
Aevitas Wealth Management
Massachusetts
$222K +$489 +1 +0.2%
WCFA
2659
Walkner Condon Financial Advisors
Wisconsin
$221K +$489 +1 +0.2%
V
2660
ViaWealth
Kansas
$221K +$225K +461 New
MWM
2661
Marion Wealth Management
Pennsylvania
$221K +$5.86K +12 +3%
PFA
2662
Petra Financial Advisors
Colorado
$221K +$236K +483 New
PWS
2663
Private Wealth Strategies
Ohio
$219K +$489 +1 +0.2%
FFA
2664
Fi3 Financial Advisors
Indiana
$219K +$21.5K +44 +10%
FCIM
2665
Fairview Capital Investment Management
California
$218K -$41.5K -85 -15%
HNW
2666
High Note Wealth
Minnesota
$218K – – –
FNBTCON
2667
First National Bank & Trust Co of Newtown
Pennsylvania
$218K – – –
DA
2668
Dillon & Associates
Michigan
$218K – – –
AC
2669
Asio Capital
Kentucky
$218K -$2.44K -5 -1%
SCA
2670
Stonebridge Capital Advisors
Minnesota
$217K -$29.3K -60 -11%
GC
2671
Gibson Capital
Pennsylvania
$216K – – –
AWC
2672
Abundance Wealth Counselors
Pennsylvania
$216K +$1.96K +4 +0.9%
JHCP
2673
Jackson Hole Capital Partners
Oklahoma
$216K – – –
DI
2674
DAGCO Inc
Ohio
$215K +$31.8K +65 +12%
AIP
2675
Almanack Investment Partners
Pennsylvania
$215K +$42.5K +87 +23%
105 106
107
108 109