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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
2676
Portland Global Advisors
Maine
$228K – – –
SDAM
2677
Shulman DeMeo Asset Management
New York
$228K -$1.47K -3 -0.7%
PWM
2678
Prosperity Wealth Management
California
$228K +$225K +458 New
SCM
2679
Stonehearth Capital Management
Massachusetts
$227K -$3.92K -8 -2%
BCM
2680
Bourgeon Capital Management
Connecticut
$227K – – –
HIG
2681
Heritage Investment Group
Florida
$226K +$223K +455 New
CWM
2682
Curi Wealth Management
North Carolina
$226K -$159K -324 -42%
RCG
2683
Rock Creek Group
District of Columbia
$225K +$222K +453 New
BFG
2684
Barber Financial Group
Kansas
$225K +$981 +2 +0.4%
AIA
2685
Allied Investment Advisors
Montana
$225K – – –
AWAP
2686
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$224K -$7.85K -16 -3%
DI
2687
DDFG Inc
California
$224K – – –
PAG
2688
Paladin Advisory Group
Iowa
$224K +$221K +451 New
CCM
2689
Compass Capital Management
Minnesota
$224K +$221K +450 New
SFG
2690
Summit Financial Group
West Virginia
$224K – – –
LCM
2691
LVM Capital Management
Michigan
$223K – – –
RWM
2692
RBA Wealth Management
California
$222K +$2.45K +5 +1%
VBWMG
2693
Von Berge Wealth Management Group
California
$222K – – –
SC
2694
Sonen Capital
California
$222K – – –
WF
2695
Whelan Financial
California
$222K – – –
HWM
2696
Howard Wealth Management
Connecticut
$221K +$218K +445 New
NCM
2697
Noesis Capital Mangement
Florida
$220K – – –
HIGP
2698
Hill Investment Group Partners
Missouri
$220K -$1.96K -4 -0.9%
MKA
2699
M. Kulyk & Associates
Georgia
$220K – – –
HWA
2700
HHM Wealth Advisors
Tennessee
$220K +$84.8K +173 +64%
106 107
108
109 110