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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2851
Successful Portfolios
Florida
$491K +$127K +146 +36%
IWP
2852
Invenio Wealth Partners
Florida
$490K +$20.8K +24 +5%
SFS
2853
Symphony Financial Services
Ohio
$490K +$271K +312 +57%
PSF
2854
Pacific Sun Financial
California
$489K -$26K -30 -5%
AIM
2855
Avity Investment Management
Connecticut
$488K -$21.7K -25 -4%
CCB
2856
Cutter & Co Brokerage
Missouri
$488K +$1.74K +2 +0.4%
GA
2857
Gateway Advisory
New Jersey
$488K -$71.2K -82 -13%
SWM
2858
StoneCrest Wealth Management
Arizona
$488K – – –
GWM
2859
Gray Wealth Management
Maine
$486K -$2.6K -3 -0.5%
BMC
2860
Bear Mountain Capital
Washington
$485K – – –
SL
2861
Summitry LLC
California
$485K +$225K +259 +90%
CRIG
2862
Charter Research & Investment Group
Connecticut
$485K – – –
FVWA
2863
Foster Victor Wealth Advisors
South Carolina
$485K +$2.6K +3 +0.6%
BHWM
2864
Beaird Harris Wealth Management
Texas
$485K -$6.08K -7 -1%
GFG
2865
Goldstone Financial Group
Illinois
$483K -$41.7K -48 -8%
CP
2866
Covenant Partners
Tennessee
$483K +$108K +125 +30%
DI
2867
DAGCO Inc
Ohio
$483K – – –
CP
2868
Castleview Partners
Texas
$483K +$21.7K +25 +5%
CKAIS
2869
Christensen King & Associates Investment Services
Washington
$483K -$32.1K -37 -6%
MAA
2870
Matrix Asset Advisors
New York
$482K – – –
FF
2871
Farrell Financial
New York
$482K +$15.6K +18 +4%
HAM
2872
Harmony Asset Management
Arizona
$481K +$102K +117 +27%
CE
2873
Cornerstone Enterprises
Wisconsin
$481K +$13K +15 +3%
BFM
2874
Boothbay Fund Management
New York
$481K +$471K +543 New
LC
2875
Landaas & Company
Wisconsin
$480K -$2.6K -3 -0.6%
113 114
115
116 117