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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2676
Addison Advisors
Vermont
$85K +$8.12K +16 +10%
LWA
2677
Lowe Wealth Advisors
Maryland
$85K +$15.2K +30 +20%
PPWM
2678
PFG Private Wealth Management
Florida
$84K +$507 +1 +0.6%
MAWCM
2679
Mine & Arao Wealth Creation & Management
California
$84K +$57.8K +114 +187%
AFS
2680
Annapolis Financial Services
Maryland
$82K – – –
APW
2681
Acima Private Wealth
Virginia
$81.5K – – –
FMP
2682
Financial Management Professionals
Texas
$78K +$14.7K +29 +22%
IFAM
2683
Institutional & Family Asset Management
Colorado
$75K -$5.07K -10 -6%
NC
2684
Nightview Capital
Texas
$75K +$79.1K +156 New
JAM
2685
JCIC Asset Management
Ontario, Canada
$74K – – –
PFA
2686
Professional Financial Advisors
Nebraska
$73K – – –
SSC
2687
Syverson Strege & Co
Iowa
$73K – – –
C
2688
Covestor
United Kingdom
$72K -$42.1K -83 -36%
MAM
2689
Marquette Asset Management
Minnesota
$72K – – –
TAM
2690
Tucker Asset Management
Colorado
$71.9K – – –
UAML
2691
US Asset Management LLC
Pennsylvania
$71K – – –
IUHSA
2692
Itau Unibanco Holding S.A.
Brazil
$69K -$24.4M -48,074 -100%
CWM
2693
Cedar Wealth Management
California
$69K – – –
CFN
2694
Cordasco Financial Network
Florida
$67K +$17.8K +35 +34%
NL
2695
NKCFO LLC
Illinois
$65K +$68.5K +135 New
FMTCOCP
2696
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K +$2.03K +4 +3%
BA
2697
Bellwether Advisors
Nebraska
$59K +$1.52K +3 +2%
IBOK
2698
Independence Bank of Kentucky
Kentucky
$58K -$25.4K -50 -29%
RCC
2699
Red Cedar Capital
Nebraska
$56K – – –
BDWM
2700
Brewin Dolphin Wealth Management
Ireland
$55K – – –
106 107
108
109 110