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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
2826
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$778K +$57.8K +58 +8%
HW
2827
HORAN Wealth
Ohio
$777K +$26.9K +27 +3%
EWP
2828
Elevation Wealth Partners
California
$776K +$23.9K +24 +3%
RA
2829
Riverstone Advisors
Texas
$775K +$87.7K +88 +12%
LBC
2830
Leigh Baldwin & Co
New York
$774K -$13.9K -14 -2%
LIP
2831
Lighthouse Investment Partners
Florida
$774K -$7.85M -7,875 -90%
EB
2832
Exchange Bank
California
$773K -$3.98K -4 -0.5%
PGAM
2833
Princeton Global Asset Management
New Jersey
$772K +$8.97K +9 +1%
ACMA
2834
Arbor Capital Management (Alaska)
Alaska
$771K -$77.7K -78 -9%
MO
2835
McMillan Office
Michigan
$771K +$3.98K +4 +0.5%
WAM
2836
Weinberger Asset Management
California
$770K +$2.99K +3 +0.4%
I
2837
InceptionR
California
$769K +$819K +822 New
NG
2838
Novem Group
New York
$767K +$153K +154 +23%
CCM
2839
Capstone Capital Management
$766K +$816K +819 New
FPWM
2840
FSB Premier Wealth Management
Iowa
$765K +$272K +273 +50%
WF
2841
Womack Financial
Texas
$764K -$2.99K -3 -0.4%
EF
2842
Evanson Financial
Virginia
$763K +$812K +815 New
JJBC
2843
James J. Burns & Company
New York
$762K – – –
VV
2844
Verity & Verity
South Carolina
$762K -$99.6K -100 -11%
AFW
2845
Avantra Family Wealth
Pennsylvania
$762K – – –
RWA
2846
Rooted Wealth Advisors
Illinois
$762K +$90.7K +91 +13%
CFG
2847
Capital Financial Group
Colorado
$759K -$57.8K -58 -7%
SFGP
2848
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$759K +$141K +142 +21%
EAM
2849
Empirical Asset Management
Massachusetts
$758K +$18.9K +19 +2%
CCA
2850
Cadent Capital Advisors
Oklahoma
$756K -$14.9K -15 -2%
112 113
114
115 116