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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2801
Integris Wealth Management
California
$532K +$46K +53 +10%
ACA
2802
Affinity Capital Advisors
California
$530K -$23.4K -27 -4%
IAM
2803
Ion Asset Management
Israel
$529K -$59K -68 -10%
ACA
2804
Atlas Capital Advisors
Wyoming
$528K -$4.29M -4,940 -89%
CWA
2805
Consilio Wealth Advisors
Washington
$528K +$74.6K +86 +17%
SFC
2806
Swisher Financial Concepts
Ohio
$527K – – –
SL
2807
SFM LLC
New Hampshire
$527K -$15.6K -18 -3%
BDF
2808
Black Diamond Financial
Maryland
$525K +$30.4K +35 +6%
PT
2809
Plimoth Trust
Massachusetts
$522K -$155K -179 -23%
IIL
2810
Insight Inv LLC
California
$522K +$73.8K +85 +17%
KFI
2811
Key Financial Inc
Pennsylvania
$521K +$6.08K +7 +1%
NDSI
2812
Newman Dignan & Sheerar Inc
Rhode Island
$521K -$8.68K -10 -2%
PWP
2813
Pursue Wealth Partners
California
$520K +$46K +53 +10%
MWM
2814
Mindset Wealth Management
Indiana
$520K +$509K +587 New
SIGI
2815
Susquehanna International Group (Ireland)
Ireland
$520K +$509K +587 New
NCFG
2816
New Century Financial Group
New Jersey
$519K +$97.2K +112 +24%
PS
2817
Planned Solutions
California
$517K +$23.4K +27 +5%
PHWM
2818
Pine Harbor Wealth Management
Maryland
$516K – – –
PAM
2819
Paradigm Asset Management
New York
$515K – – –
SFWC
2820
Strategic Family Wealth Counselors
New Jersey
$512K +$14.8K +17 +3%
JWM
2821
Jupiter Wealth Management
Colorado
$512K – – –
TCOTS
2822
Trust Company of the South
North Carolina
$512K – – –
NERM
2823
New England Research & Management
Illinois
$510K +$499K +575 New
TBWA
2824
Three Bridge Wealth Advisors
California
$509K – – –
SWA
2825
Strata Wealth Advisors
Texas
$508K +$33.8K +39 +7%
111 112
113
114 115