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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2801
Rodgers & Associates
Pennsylvania
$339K – – –
FAFN
2802
First Affirmative Financial Network
Colorado
$339K -$11.3K -19 -4%
FMP
2803
Financial Management Professionals
Texas
$338K +$5.33K +9 +2%
WLPWM
2804
Walled Lake Planning & Wealth Management
Illinois
$338K -$4.15K -7 -1%
CWA
2805
CM Wealth Advisors
Ohio
$338K – – –
SA
2806
Sicart Associates
New York
$338K – – –
IWP
2807
Invenio Wealth Partners
Florida
$337K -$5.33K -9 -2%
MWM
2808
Meritas Wealth Management
California
$337K +$5.93K +10 +2%
AGWCA
2809
Annis Gardner Whiting Capital Advisors
Florida
$336K +$7.11K +12 +2%
FM
2810
Foster & Motley
Ohio
$335K -$65.8K -111 -18%
JWM
2811
Jeppson Wealth Management
California
$335K +$31.4K +53 +12%
CNAM
2812
Campbell Newman Asset Management
Wisconsin
$333K – – –
VNA
2813
Valley National Advisers
Pennsylvania
$333K +$57.5K +97 +24%
APW
2814
Austin Private Wealth
Texas
$333K +$66.4K +112 +29%
PFS
2815
Prospect Financial Services
New York
$333K +$299K +504 New
IIL
2816
Insight Inv LLC
California
$333K – – –
CCWM
2817
Correct Capital Wealth Management
Missouri
$333K +$299K +504 New
MS
2818
Madden Securities
Texas
$332K – – –
CAGAS
2819
Capital Advisory Group Advisory Services
Minnesota
$332K -$7.11K -12 -2%
WCM
2820
Wealthcare Capital Management
Virginia
$332K +$1.19K +2 +0.4%
SWM
2821
Seed Wealth Management
Illinois
$331K – – –
CYG
2822
Clean Yield Group
Vermont
$331K -$37.9K -64 -11%
CPL
2823
CAP Partners LLC
Tennessee
$330K +$296K +500 New
IF
2824
IRON Financial
Illinois
$330K -$7.11K -12 -2%
ITFISA
2825
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$330K -$237K -400 -44%
111 112
113
114 115