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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
2876
Leigh Baldwin & Co
New York
$671K -$239K -264 -25%
AWA
2877
AmeriServ Wealth Advisors
Pennsylvania
$671K -$425K -469 -38%
SP
2878
Successful Portfolios
Florida
$671K +$90.6K +100 +16%
IPAM
2879
Investment Partners Asset Management
New Jersey
$670K -$9.06K -10 -1%
SG
2880
Strid Group
Pennsylvania
$670K +$406K +448 +136%
SFWA
2881
Summit Financial Wealth Advisors
Louisiana
$669K -$39K -43 -5%
VCM
2882
Virtue Capital Management
Tennessee
$669K -$949K -1,047 -57%
AFP
2883
Alpha Financial Partners
Kentucky
$669K +$9.97K +11 +1%
BWM
2884
Braeburn Wealth Management
Michigan
$667K +$700K +773 New
AWM
2885
Austin Wealth Management
Texas
$667K -$311K -343 -32%
KPWG
2886
KFA Private Wealth Group
Virginia
$667K +$48K +53 +7%
1W
2887
1776 Wealth
Georgia
$666K -$23.6K -26 -3%
KCFA
2888
Key Client Fiduciary Advisors
New Jersey
$666K -$16.3K -18 -2%
TPCM
2889
Templeton & Phillips Capital Management
Tennessee
$665K – – –
EFMC
2890
Empire Financial Management Company
New York
$664K – – –
PCM
2891
Presidio Capital Management
California
$663K +$97.9K +108 +16%
RP
2892
Riverwater Partners
Wisconsin
$661K -$10.9K -12 -2%
FGC
2893
First Growth Capital
Maryland
$661K +$613K +676 New
SCP
2894
Seizert Capital Partners
Michigan
$658K – – –
BFG
2895
Beacon Financial Group
Texas
$657K -$107K -118 -13%
MWA
2896
MN Wealth Advisors
Kansas
$656K +$59.8K +66 +9%
PSCM
2897
Per Stirling Capital Management
Texas
$655K +$358K +395 +108%
SWM
2898
SilverOak Wealth Management
Minnesota
$655K +$1.81K +2 +0.3%
BWM
2899
Blossom Wealth Management
California
$654K -$11.8K -13 -2%
CA
2900
Callahan Advisors
Texas
$654K -$10.9K -12 -2%
114 115
116
117 118