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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2701
Harvest Group Wealth Management
Massachusetts
$54K -$13.2K -26 -21%
JWBC
2702
John W. Brooker & Co
California
$53K – – –
MUMSS
2703
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53K – – –
PH
2704
Pinnacle Holdings
Oklahoma
$52.2K +$55.3K +109 New
IRC
2705
Investors Research Corp
Georgia
$51K +$49.7K +98 +1,225%
CWM
2706
Cranbrook Wealth Management
Michigan
$49K – – –
CB
2707
Community Bank
New York
$48K -$69K -136 -58%
POIA
2708
Pin Oak Investment Advisors
Texas
$48K – – –
SC
2709
Siena Capital
Ohio
$48K – – –
CPFP
2710
Clear Perspectives Financial Planning
Ohio
$48K +$25.9K +51 +102%
RIM
2711
Rockbridge Investment Management
New York
$47.9K -$79.6K -157 -61%
BIA
2712
Bell Investment Advisors
California
$47K +$50.2K +99 New
AWM
2713
Activest Wealth Management
Florida
$45K -$72.5K -143 -60%
PA
2714
PSI Advisors
Florida
$45K – – –
OA
2715
Operose Advisors
Wisconsin
$44K – – –
DCM
2716
Disciplina Capital Management
Tennessee
$42.1K – – –
SFO
2717
Standard Family Office
South Dakota
$42K +$44.6K +88 New
CH
2718
Canton Hathaway
Rhode Island
$41K – – –
COCM
2719
Charter Oak Capital Management
New Hampshire
$41K – – –
ACK
2720
Andrew C. Karlinski
$40K – – –
SC
2721
Stephens Consulting
Michigan
$38.8K – – –
BRWM
2722
B. Riley Wealth Management
Tennessee
$38.1K -$3.1M -6,115 -30%
RG
2723
Retirement Group
California
$38K -$1.52K -3 -4%
AWM
2724
Avondale Wealth Management
Texas
$37K -$203K -400 -84%
PSB
2725
Piscataqua Savings Bank
New Hampshire
$37K -$15.2K -30 -28%
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109
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