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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
2676
Exeter Financial
Arizona
$590K -$195K -250 -26%
TW
2677
Towerpoint Wealth
California
$588K +$25.8K +33 +5%
GA
2678
Goldstein Advisors
Wisconsin
$587K -$81.9K -105 -13%
BFA
2679
Beacon Financial Advisory
Ohio
$587K +$256K +328 +90%
OIM
2680
Oder Investment Management
California
$586K +$11.7K +15 +2%
WIM
2681
Wittenberg Investment Management
Massachusetts
$586K -$780 -1 -0.1%
LI
2682
LRI Investments
Florida
$584K +$305K +391 +132%
TWM
2683
TMD Wealth Management
Arizona
$584K -$104K -133 -16%
CWM
2684
Chesapeake Wealth Management
Virginia
$583K +$91.3K +117 +21%
FA
2685
Financial Alternatives
California
$579K +$11.7K +15 +2%
PIAS
2686
PCA Investment Advisory Services
Ohio
$577K +$780 +1 +0.1%
SWAG
2687
Spectrum Wealth Advisory Group
California
$577K +$157K +201 +42%
WAM
2688
Winslow Asset Management
Ohio
$576K – – –
BAM
2689
BOS Asset Management
Illinois
$575K -$25K -32 -5%
FFA
2690
Fi3 Financial Advisors
Indiana
$575K +$5.46K +7 +1%
MWA
2691
MN Wealth Advisors
Kansas
$575K +$14.8K +19 +3%
SCA
2692
Sandy Cove Advisors
Massachusetts
$574K -$87.4K -112 -14%
UW
2693
Unique Wealth
Florida
$574K +$25K +32 +5%
UIA
2694
Ulland Investment Advisors
Minnesota
$574K +$5.46K +7 +1%
PA
2695
Parkside Advisors
California
$573K -$300K -385 -36%
CBB
2696
Citizens Business Bank
California
$572K -$39K -50 -7%
WAM
2697
Worth Asset Management
Texas
$572K +$525K +673 New
WPC
2698
White Pine Capital
Minnesota
$570K – – –
AWM
2699
Accel Wealth Management
Iowa
$570K +$105K +135 +25%
DCM
2700
DGS Capital Management
New Jersey
$570K +$50.7K +65 +11%
106 107
108
109 110