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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2951
Carrera Capital Advisors
Michigan
$573K -$220K -230 -27%
GPWM
2952
Grant Private Wealth Management
California
$573K +$125K +130 +27%
CWM
2953
Chesapeake Wealth Management
Virginia
$572K -$4.79K -5 -0.8%
WH
2954
Willner & Heller
California
$572K +$60.4K +63 +11%
CIP
2955
Convergence Investment Partners
Florida
$572K -$20.1K -21 -3%
CWA
2956
Cascade Wealth Advisors
Washington
$571K – – –
PSIWM
2957
Paradigm Strategies in Wealth Management
Minnesota
$570K -$24K -25 -4%
NRC
2958
New Republic Capital
North Carolina
$569K +$20.1K +21 +4%
OAS
2959
Optivise Advisory Services
Tennessee
$569K -$46K -48 -7%
GHA
2960
Granite Harbor Advisors
Texas
$568K +$38.3K +40 +7%
CWA
2961
Consilio Wealth Advisors
Washington
$568K -$1.92K -2 -0.3%
AGWCA
2962
Annis Gardner Whiting Capital Advisors
Florida
$568K -$62.3K -65 -10%
CA
2963
Cambridge Advisors
Nebraska
$567K -$47.9K -50 -8%
BCP
2964
Berkeley Capital Partners
Georgia
$567K +$14.4K +15 +3%
SSA
2965
South Street Advisors
New York
$566K +$586K +611 New
SWRP
2966
Summit Wealth & Retirement Planning
California
$565K – – –
IIM
2967
Intact Investment Management
Quebec, Canada
$565K +$67.1K +70 +13%
CAM
2968
Concorde Asset Management
Michigan
$563K +$590K +616 New
IWM
2969
Iams Wealth Management
Nebraska
$563K +$240K +250 +70%
AWM
2970
Activest Wealth Management
Florida
$562K +$246K +257 +73%
RWA
2971
Rooted Wealth Advisors
Illinois
$562K +$95.9K +100 +19%
GA
2972
Goldstein Advisors
Wisconsin
$561K -$65.2K -68 -10%
PFC
2973
Phocas Financial Corp
California
$561K – – –
SIC
2974
Samalin Investment Counsel
New York
$558K -$13.4K -14 -2%
NWMG
2975
National Wealth Management Group
Ohio
$557K +$577K +602 New
117 118
119
120 121