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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2826
Indivisible Partners
Florida
$835K -$55.5K -57 -6%
SGCA
2827
Steel Grove Capital Advisors
Tennessee
$835K +$24.4K +25 +3%
BWM
2828
BNB Wealth Management
Maryland
$835K – – –
KFI
2829
Key Financial Inc
Pennsylvania
$831K +$112K +115 +16%
SFWC
2830
Strategic Family Wealth Counselors
New Jersey
$830K -$452K -464 -36%
BFA
2831
Bill Few Associates
Pennsylvania
$830K -$15.6K -16 -2%
DWG
2832
Darden Wealth Group
Michigan
$827K -$975 -1 -0.1%
EB
2833
Exchange Bank
California
$827K -$21.4K -22 -3%
BWM
2834
Braeburn Wealth Management
Michigan
$826K +$54.6K +56 +7%
EAM
2835
Evanson Asset Management
California
$825K -$16.6K -17 -2%
FSA
2836
Financial Security Advisor
Virginia
$823K +$8.77K +9 +1%
AWA
2837
Aquire Wealth Advisors
Utah
$823K +$805K +826 New
KFS
2838
Kaizen Financial Strategies
California
$823K -$189K -194 -19%
VP
2839
Verum Partners
North Carolina
$822K +$133K +136 +20%
BIA
2840
Bigelow Investment Advisors
Maine
$821K +$3.9K +4 +0.5%
CCA
2841
Cadent Capital Advisors
Oklahoma
$821K +$975 +1 +0.1%
MKC
2842
M. Kraus & Co
Vermont
$820K +$2.92K +3 +0.4%
WTA
2843
Washington Trust Advisors
Massachusetts
$819K -$93.6K -96 -10%
BDF
2844
Black Diamond Financial
Maryland
$817K -$2.92K -3 -0.4%
WF
2845
Womack Financial
Texas
$817K -$9.74K -10 -1%
MO
2846
McMillan Office
Michigan
$817K – – –
PHS
2847
Pekin Hardy Strauss
Illinois
$817K – – –
GCM
2848
Gladius Capital Management
Illinois
$816K -$908K -932 -53%
PA
2849
Planning Alternatives
Michigan
$816K +$561K +576 +237%
VIP
2850
Vista Investment Partners
Oklahoma
$816K +$975 +1 +0.1%
112 113
114
115 116