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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
2676
First Citizens Financial Corp
Iowa
$407K – – –
CCM
2677
Canal Capital Management
Virginia
$407K +$41.5K +70 +13%
PS
2678
Planned Solutions
California
$407K +$43.9K +74 +14%
CWM
2679
Chesapeake Wealth Management
Virginia
$406K – – –
ACA
2680
Affinity Capital Advisors
California
$404K -$48K -81 -12%
FTIS
2681
First Trust Investment Solutions
Florida
$403K +$362K +611 New
MCI
2682
MRP Capital Investments
Georgia
$403K – – –
DWM
2683
Denver Wealth Management
Colorado
$402K +$593 +1 +0.2%
PWA
2684
Peterson Wealth Advisors
Utah
$402K -$1.19K -2 -0.3%
TCMP
2685
Thrive Capital Management (Pennsylvania)
Pennsylvania
$401K +$360K +608 New
GWP
2686
Gateway Wealth Partners
Wisconsin
$400K -$310K -523 -46%
PFC
2687
Phocas Financial Corp
California
$400K -$732K -1,235 -67%
GWM
2688
Gitterman Wealth Management
New Jersey
$397K – – –
SGWM
2689
Sterling Group Wealth Management
California
$397K +$59.3K +100 +20%
VBWMG
2690
Von Berge Wealth Management Group
California
$397K +$80K +135 +30%
IW
2691
Imprint Wealth
South Carolina
$397K +$29.6K +50 +9%
AIM
2692
Avity Investment Management
Connecticut
$397K – – –
IWA
2693
Inspirion Wealth Advisors
Illinois
$395K +$35.6K +60 +11%
JCM
2694
Jacobsen Capital Management
Utah
$393K +$40.3K +68 +13%
CWA
2695
Centennial Wealth Advisory
Michigan
$393K +$15.4K +26 +5%
HW
2696
Hamilton Wealth
California
$391K -$5.93K -10 -2%
FFA
2697
Fi3 Financial Advisors
Indiana
$390K -$32K -54 -8%
MC
2698
Miramar Capital
Illinois
$388K -$10.1K -17 -3%
KFI
2699
Key Financial Inc
Pennsylvania
$388K -$7.71K -13 -2%
SPWM
2700
Spartan Planning & Wealth Management
North Carolina
$388K +$261K +440 +297%
106 107
108
109 110