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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2926
Scott Capital Advisors
Oregon
$633K -$452K -499 -40%
JSAM
2927
J. Safra Asset Management
New York
$633K – – –
FFG
2928
Floyd Financial Group
Missouri
$631K +$64.3K +71 +12%
EA
2929
Emerald Advisers
Pennsylvania
$630K -$17.2K -19 -3%
SEP
2930
Southland Equity Partners
Missouri
$630K +$6.34K +7 +1%
WI
2931
WBI Investments
New Jersey
$629K +$248K +274 +60%
WG
2932
Wellington Group
Indiana
$629K +$661K +729 New
TM
2933
TigerOak Management
New Mexico
$625K – – –
HHRDM
2934
H&H Retirement Design & Management
Nevada
$625K +$195K +215 +50%
PHWM
2935
Pine Harbor Wealth Management
Maryland
$625K +$9.06K +10 +1%
SCA
2936
Sandy Cove Advisors
Massachusetts
$624K -$43.5K -48 -6%
PS
2937
Planned Solutions
California
$624K +$204K +225 +45%
PCM
2938
Poehling Capital Management
Wisconsin
$623K – – –
OAG
2939
Oakmont Advisory Group
New Mexico
$623K +$655K +723 New
RWA
2940
Rooted Wealth Advisors
Illinois
$622K +$19.9K +22 +4%
AWA
2941
Argos Wealth Advisors
California
$622K +$654K +722 New
RCWM
2942
Royal Capital Wealth Management
Indiana
$622K – – –
SHWM
2943
Smith & Howard Wealth Management
Georgia
$622K – – –
OPA
2944
Old Port Advisors
Maine
$622K -$15.4K -17 -2%
PCS
2945
Private Client Services
Kentucky
$621K -$37.2K -41 -5%
NP
2946
Ninepoint Partners
Ontario, Canada
$621K – – –
KAM
2947
Karani Asset Management
New York
$620K -$1.81K -2 -0.3%
KFI
2948
Key Financial Inc
Pennsylvania
$620K – – –
EC
2949
EdgeRock Capital
Colorado
$620K -$215K -237 -25%
NED
2950
Nancy E. Dempze
$619K +$68K +75 +12%
116 117
118
119 120