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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2676
Goldstein Advisors
Wisconsin
$587K -$81.9K -105 -13%
BFA
2677
Beacon Financial Advisory
Ohio
$587K +$256K +328 +90%
OIM
2678
Oder Investment Management
California
$586K +$11.7K +15 +2%
WIM
2679
Wittenberg Investment Management
Massachusetts
$586K -$780 -1 -0.1%
LI
2680
LRI Investments
Florida
$584K +$305K +391 +132%
TWM
2681
TMD Wealth Management
Arizona
$584K -$104K -133 -16%
CWM
2682
Chesapeake Wealth Management
Virginia
$583K +$91.3K +117 +21%
FA
2683
Financial Alternatives
California
$579K +$11.7K +15 +2%
PIAS
2684
PCA Investment Advisory Services
Ohio
$577K +$780 +1 +0.1%
SWAG
2685
Spectrum Wealth Advisory Group
California
$577K +$157K +201 +42%
WAM
2686
Winslow Asset Management
Ohio
$576K – – –
BAM
2687
BOS Asset Management
Illinois
$575K -$25K -32 -5%
FFA
2688
Fi3 Financial Advisors
Indiana
$575K +$5.46K +7 +1%
MWA
2689
MN Wealth Advisors
Kansas
$575K +$14.8K +19 +3%
SCA
2690
Sandy Cove Advisors
Massachusetts
$574K -$87.4K -112 -14%
UW
2691
Unique Wealth
Florida
$574K +$25K +32 +5%
UIA
2692
Ulland Investment Advisors
Minnesota
$574K +$5.46K +7 +1%
PA
2693
Parkside Advisors
California
$573K -$300K -385 -36%
CBB
2694
Citizens Business Bank
California
$572K -$39K -50 -7%
WAM
2695
Worth Asset Management
Texas
$572K +$525K +673 New
WPC
2696
White Pine Capital
Minnesota
$570K – – –
AWM
2697
Accel Wealth Management
Iowa
$570K +$105K +135 +25%
DCM
2698
DGS Capital Management
New Jersey
$570K +$50.7K +65 +11%
LFP
2699
Lakeshore Financial Planning
Michigan
$568K – – –
YWS
2700
Yarger Wealth Strategies
Ohio
$567K +$1.56K +2 +0.3%
106 107
108
109 110