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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2951
Accretive Wealth Partners
New Jersey
$320K +$12.1K +17 +4%
PAG
2952
Paladin Advisory Group
Iowa
$319K – – –
SCM
2953
Stordahl Capital Management
Colorado
$319K -$2.86K -4 -0.9%
HWM
2954
Howard Wealth Management
Connecticut
$319K +$16.4K +23 +6%
NCM
2955
NCM Capital Management
New Jersey
$317K -$20K -28 -6%
NRC
2956
New Republic Capital
North Carolina
$317K +$16.4K +23 +6%
SCM
2957
Stonehearth Capital Management
Massachusetts
$316K – – –
WAM
2958
WNY Asset Management
New York
$315K -$35.7K -50 -10%
HWM
2959
HRC Wealth Management
Idaho
$315K +$44.3K +62 +17%
BMD
2960
Better Money Decisions
New Mexico
$314K -$29.3K -41 -9%
ST
2961
Sabal Trust
Florida
$313K -$255K -357 -46%
CMBA
2962
C.M. Bidwell & Associates
Hawaii
$313K -$2.86K -4 -0.9%
GPA
2963
Guerra Pan Advisors
New Jersey
$313K – – –
WH
2964
Willner & Heller
California
$313K -$17.8K -25 -6%
EFA
2965
Edge Financial Advisors
Illinois
$313K +$305K +427 New
NFG
2966
Northeast Financial Group
Pennsylvania
$312K -$588K -823 -66%
PP
2967
PrairieView Partners
Minnesota
$312K +$2.14K +3 +0.7%
MWM
2968
Moulton Wealth Management
Washington
$312K +$714 +1 +0.2%
MIM
2969
Meixler Investment Management
Arizona
$312K +$9.28K +13 +3%
ACC
2970
Acorn Creek Capital
Colorado
$312K +$3.57K +5 +1%
FWM
2971
Fonville Wealth Management
Virginia
$311K – – –
NIM
2972
Nicollet Investment Management
Minnesota
$311K – – –
YCG
2973
Yeomans Consulting Group
Georgia
$311K +$17.1K +24 +6%
FWI
2974
Facet Wealth Inc
Maryland
$310K +$82.1K +115 +39%
HAM
2975
Harmony Asset Management
Arizona
$310K -$35.7K -50 -11%
117 118
119
120 121