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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
2776
Spectrum Wealth Counsel
Indiana
$352K +$316K +533 New
BWS
2777
Buck Wealth Strategies
Colorado
$352K +$84.2K +142 +36%
GCA
2778
Gradient Capital Advisors
California
$352K – – –
UI
2779
Unconventional Investor
New Hampshire
$351K – – –
AP
2780
Arlington Partners
Alabama
$350K +$314K +530 New
VAM
2781
Verity Asset Management
North Carolina
$349K -$13K -22 -4%
GA
2782
Gateway Advisory
New Jersey
$349K +$14.8K +25 +5%
RA
2783
Rise Advisors
New York
$348K +$593 +1 +0.2%
AMR
2784
Asset Management Resources
Massachusetts
$348K -$53.9K -91 -15%
RCI
2785
RS Crum Inc
California
$348K +$44.5K +75 +17%
VL
2786
Vima LLC
Michigan
$347K +$311K +525 New
MIM
2787
Martin Investment Management
Florida
$345K -$50.4K -85 -14%
WWM
2788
Wolff Wiese Magana
California
$343K -$135K -228 -31%
FFBTD
2789
First Financial Bank - Trust Division
Ohio
$343K -$11.3K -19 -4%
SWM
2790
SilverOak Wealth Management
Minnesota
$343K +$308K +519 New
DWMG
2791
DB Wealth Management Group
California
$343K – – –
BWM
2792
Baystate Wealth Management
Massachusetts
$342K +$593 +1 +0.2%
BWM
2793
BlackDiamond Wealth Management
New York
$341K +$16K +27 +6%
ELM
2794
Elite Life Management
Florida
$341K +$306K +516 New
ETIA
2795
Epic Trust Investment Advisors
Washington
$341K +$306K +516 New
SB
2796
Sunflower Bank
Texas
$340K -$20.7K -35 -6%
MA
2797
MAS Advisors
Florida
$340K – – –
AIA
2798
Acute Investment Advisory
Arizona
$340K +$16K +27 +6%
JBA
2799
Johnson Bixby & Associates
Washington
$340K – – –
MWM
2800
Modern Wealth Management
Kansas
$339K +$305K +514 New
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112
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