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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
2776
Bridgewealth Advisory Group
California
$848K -$14.9K -15 -2%
MWM
2777
Mascoma Wealth Management
New Hampshire
$848K -$5.98K -6 -0.7%
TA
2778
TPG Advisors
Illinois
$844K – – –
LOPW
2779
Live Oak Private Wealth
North Carolina
$843K -$14.9K -15 -2%
CCM
2780
Canal Capital Management
Virginia
$841K +$18.9K +19 +2%
SH
2781
SLT Holdings
Arizona
$840K -$19.9K -20 -2%
OC
2782
Optima Capital
Oregon
$835K -$996 -1 -0.1%
HAFG
2783
Hansen & Associates Financial Group
California
$834K -$128K -128 -13%
WE
2784
Wealth Effects
Massachusetts
$834K +$16.9K +17 +2%
IWA
2785
Invera Wealth Advisors
Oregon
$833K -$299K -300 -25%
TCM
2786
Tuttle Capital Management
Connecticut
$832K -$161K -162 -15%
CAG
2787
Cypress Advisory Group
Arizona
$828K – – –
CP
2788
Clarendon Private
Massachusetts
$828K -$996 -1 -0.1%
CS
2789
Capital Square
Tennessee
$826K -$65.8K -66 -7%
PSA
2790
Plum Street Advisors
Louisiana
$825K – – –
SP
2791
Symmetry Partners
Connecticut
$825K +$37.9K +38 +5%
HC
2792
Hourglass Capital
Texas
$823K – – –
JWM
2793
Jupiter Wealth Management
Colorado
$822K -$105K -105 -11%
GS
2794
GWN Securities
Florida
$821K -$33.9K -34 -4%
AFG
2795
Altiora Financial Group
Ohio
$820K -$1.99K -2 -0.2%
GSIAS
2796
Garden State Investment Advisory Services
New Jersey
$820K +$31.9K +32 +4%
LWM
2797
LongView Wealth Management
Georgia
$820K +$11K +11 +1%
MCM
2798
Monument Capital Management
Virginia
$819K -$87.7K -88 -9%
KFS
2799
Kaizen Financial Strategies
California
$819K +$51.8K +52 +6%
KCP
2800
Kera Capital Partners
California
$818K -$72.7K -73 -8%
110 111
112
113 114