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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
2726
Syverson Strege & Co
Iowa
$86K – – –
PCMC
2727
Paragon Capital Management (Colorado)
Colorado
$86K +$77.3K +151 New
HGWM
2728
Harvest Group Wealth Management
Massachusetts
$85K – – –
MAM
2729
Marquette Asset Management
Minnesota
$85K – – –
AA
2730
Addison Advisors
Vermont
$83K +$3.07K +6 +4%
CWM
2731
Cedar Wealth Management
California
$82K -$5.63K -11 -7%
LFASL
2732
Lugano Financial Advisors SA (LFA)
Switzerland
$80K +$72.2K +141 New
WIM
2733
Westside Investment Management
California
$78.7K – – –
PSB
2734
Piscataqua Savings Bank
New Hampshire
$78K +$2.56K +5 +4%
RA
2735
Rise Advisors
New York
$76.6K +$69.1K +135 New
RPCONE
2736
Retirement Planning Company of New England
Rhode Island
$76K +$68.6K +134 New
FMTCOCP
2737
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K +$17.9K +35 +37%
C
2738
Covestor
United Kingdom
$71K +$63.5K +124 New
AWA
2739
Aquire Wealth Advisors
Utah
$71K +$64K +125 New
RCC
2740
Red Cedar Capital
Nebraska
$66K – – –
RG
2741
Retirement Group
California
$66K +$37.4K +73 +170%
BDWM
2742
Brewin Dolphin Wealth Management
Ireland
$65K – – –
BIA
2743
Bell Investment Advisors
California
$63K -$1.02K -2 -2%
CWM
2744
Curi Wealth Management
North Carolina
$63K +$56.9K +111 New
JWBC
2745
John W. Brooker & Co
California
$62K – – –
FCMA
2746
Foresight Capital Management Advisors
Michigan
$62K +$55.8K +109 New
MTWM
2747
Masso Torrence Wealth Management
New Jersey
$61K +$54.8K +107 New
CFN
2748
Cordasco Financial Network
Florida
$59K – – –
CWM
2749
Cranbrook Wealth Management
Michigan
$58K – – –
POIA
2750
Pin Oak Investment Advisors
Texas
$57K – – –
108 109
110
111 112