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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2951
WR Wealth Planners
Missouri
$111K +$12.1K +22 +13%
DCBT
2952
Dakota Community Bank & Trust
North Dakota
$111K – – –
GA
2953
GoalVest Advisory
New York
$110K +$8.28K +15 +8%
CC
2954
Centiva Capital
New York
$108K +$106K +192 New
FC
2955
Family CFO
California
$107K – – –
BBPWM
2956
Blue Bell Private Wealth Management
Pennsylvania
$107K – – –
MAWCM
2957
Mine & Arao Wealth Creation & Management
California
$103K – – –
EIM
2958
Essex Investment Management
Massachusetts
$102K – – –
ICM
2959
Intrepid Capital Management
Florida
$101K -$32.6K -59 -25%
CPG
2960
Cornerstone Planning Group
New Jersey
$99.3K +$5.52K +10 +6%
BC
2961
Belmont Capital
California
$97.9K +$95.5K +173 New
APW
2962
Acima Private Wealth
Virginia
$97.7K – – –
JFG
2963
JDM Financial Group
Texas
$97.7K – – –
QL
2964
Quarry LP
New York
$97.7K +$64K +116 +204%
MS
2965
Mizuho Securities
Japan
$96K +$5.52K +10 +6%
VCM
2966
Versant Capital Management
Arizona
$91K +$1.1K +2 +1%
CIA
2967
Cape Investment Advisory
Georgia
$90K -$21.5K -39 -20%
ACM
2968
Adalta Capital Management
New York
$90K – – –
JGIA
2969
Jackson Grant Investment Advisers
Connecticut
$88.7K – – –
PG
2970
Proffitt & Goodson
Tennessee
$88.1K -$6.62K -12 -7%
AWM
2971
Activest Wealth Management
Florida
$87.3K +$552 +1 +0.6%
JAM
2972
JCIC Asset Management
Ontario, Canada
$84.7K – – –
RAM
2973
Ramirez Asset Management
New York
$84.7K +$82.8K +150 New
SPWM
2974
Spartan Planning & Wealth Management
North Carolina
$83.6K +$81.7K +148 New
AA
2975
AlphaMark Advisors
Kentucky
$83K +$2.21K +4 +3%
117 118
119
120 121