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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2751
Capital Directions Investment Advisors
Georgia
$12K – – –
SMG
2752
Spectrum Management Group
Indiana
$12K – – –
MBFW
2753
Morton Brown Family Wealth
Pennsylvania
$12K +$5.07K +10 +67%
SCA
2754
Stuart Chaussee & Associates
California
$12K +$12.2K +24 New
CMANY
2755
Capital Management Associates (New York)
New York
$11K – – –
FWM
2756
Focused Wealth Management
New York
$11K – – –
OIS
2757
Okabena Investment Services
Minnesota
$10K – – –
BI
2758
Bramshill Investments
Florida
$10K +$9.64K +19 New
RDIA
2759
RE Dickinson Investment Advisors
Iowa
$9K – – –
CM
2760
Cornerstone Management
Georgia
$8.15K +$4.06K +8 +89%
BWS
2761
BCR Wealth Strategies
Alabama
$8K – – –
TWP
2762
TFO Wealth Partners
Ohio
$8K +$8.12K +16 New
FWA
2763
FSC Wealth Advisors
New York
$8K +$8.62K +17 New
LPWM
2764
Lake Point Wealth Management
Texas
$7K – – –
NF
2765
Norwood Financial
Pennsylvania
$7K – – –
MCA
2766
Maryland Capital Advisors
Maryland
$6K +$6.09K +12 New
JMF
2767
Johnson Midwest Financial
Iowa
$5K – – –
LIM
2768
Longfellow Investment Management
Massachusetts
$5K – – –
SFA
2769
Semmax Financial Advisors
North Carolina
$5K – – –
CP
2770
Castleview Partners
Texas
$4.83K -$48.2K -95 -54%
TJHA
2771
Thomas J. Herzfeld Advisors
Florida
$4K – – –
WWP
2772
WR Wealth Planners
Missouri
$3.98K – – –
MFT
2773
Moisand Fitzgerald Tamayo
Florida
$3K -$2.03K -4 -40%
FSWA
2774
Financial Synergies Wealth Advisors
Texas
$2.4K +$2.54K +5 New
UFF
2775
USA Financial Formulas
Michigan
$2K -$3.67M -7,231 -100%
109 110
111
112 113