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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2801
Byrne Asset Management
New Jersey
$86.7K +$92.8K +190 New
BBPWM
2802
Blue Bell Private Wealth Management
Pennsylvania
$86.3K -$4.89K -10 -5%
IWP
2803
IAG Wealth Partners
Wisconsin
$84.9K – – –
CPG
2804
Cornerstone Planning Group
New Jersey
$84K +$87K +178 New
MAWCM
2805
Mine & Arao Wealth Creation & Management
California
$82.6K – – –
EIM
2806
Essex Investment Management
Massachusetts
$82K – – –
WIM
2807
Westside Investment Management
California
$79.7K – – –
PPWM
2808
PFG Private Wealth Management
Florida
$79K -$3.91K -8 -4%
JFG
2809
JDM Financial Group
Texas
$79K +$84.5K +173 New
APW
2810
Acima Private Wealth
Virginia
$77.6K – – –
AA
2811
Addison Advisors
Vermont
$76.2K -$68.4K -140 -46%
RG
2812
Retirement Group
California
$75K +$16.1K +33 +25%
SGA
2813
Seaport Global Advisors
Massachusetts
$74K -$9.77K -20 -11%
MPCL
2814
My Personal CFO LLC
Washington
$72.6K +$77.7K +159 New
FMP
2815
Financial Management Professionals
Texas
$72K -$4.4K -9 -5%
NC
2816
Nightview Capital
Texas
$71.2K – – –
JAM
2817
JCIC Asset Management
Ontario, Canada
$71K – – –
BA
2818
Bellwether Advisors
Nebraska
$70.8K -$20K -41 -21%
LWA
2819
Lowe Wealth Advisors
Maryland
$69.4K – – –
SSC
2820
Syverson Strege & Co
Iowa
$69.4K – – –
C
2821
Covestor
United Kingdom
$68K +$489 +1 +0.7%
UAML
2822
US Asset Management LLC
Pennsylvania
$68K +$72.8K +149 New
CWM
2823
Cedar Wealth Management
California
$65.4K – – –
AFS
2824
Annapolis Financial Services
Maryland
$64.5K -$14.7K -30 -18%
LFASL
2825
Lugano Financial Advisors SA (LFA)
Switzerland
$64.4K +$68.9K +141 New
111 112
113
114 115