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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
2951
Annapolis Financial Services
Maryland
$76K – – –
LFASL
2952
Lugano Financial Advisors SA (LFA)
Switzerland
$75.9K – – –
BIA
2953
Bell Investment Advisors
California
$70.5K +$6.07K +12 +10%
TWP
2954
TFO Wealth Partners
Ohio
$70.5K +$18.7K +37 +39%
WAM
2955
Worth Asset Management
Texas
$70.5K +$30.9K +61 +87%
LWA
2956
Lowe Wealth Advisors
Maryland
$69.5K -$9.11K -18 -12%
AA
2957
Addison Advisors
Vermont
$68.9K -$15.2K -30 -19%
NECFA
2958
New England Capital Financial Advisors
Connecticut
$67.8K – – –
IRC
2959
Investors Research Corp
Georgia
$67.8K – – –
MFT
2960
Moisand Fitzgerald Tamayo
Florida
$65.7K – – –
C
2961
Covestor
United Kingdom
$64K -$10.1K -20 -14%
BSC
2962
Brown Shipley & Co
United Kingdom
$61.9K – – –
PA
2963
PSI Advisors
Florida
$61.9K -$101K -200 -63%
CLOS
2964
Compagnie Lombard Odier SCmA
Switzerland
$59.2K – – –
GWSA
2965
Global Wealth Strategies & Associates
Colorado
$57.6K – – –
CWM
2966
Cranbrook Wealth Management
Michigan
$54.9K – – –
POIA
2967
Pin Oak Investment Advisors
Texas
$54K – – –
CP
2968
Castleview Partners
Texas
$53.8K -$17.7K -35 -26%
PFG
2969
Piershale Financial Group
Illinois
$53.8K – – –
PG
2970
Prostatis Group
Maryland
$52.8K +$12M +23,743 New
CTWM
2971
Cherry Tree Wealth Management
Minnesota
$51.4K +$48.6K +96 New
PSB
2972
Piscataqua Savings Bank
New Hampshire
$51.1K – – –
OA
2973
Operose Advisors
Wisconsin
$49K – – –
2L
2974
25 LLC
Missouri
$48.7K +$1.52K +3 +3%
FWM
2975
Focused Wealth Management
New York
$48.4K – – –
117 118
119
120 121