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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FS
3001
Ferguson Shapiro
Georgia
$260K – – –
RIM
3002
Rockbridge Investment Management
New York
$259K -$30.8K -52 -12%
PCA
3003
Providence Capital Advisors
North Carolina
$259K +$52.7K +89 +29%
TIA
3004
Trust Investment Advisors
Indiana
$259K -$17.8K -30 -7%
SR
3005
Syntax Research
Florida
$259K – – –
HF
3006
Halpern Financial
Virginia
$259K – – –
RIM
3007
Reliant Investment Management
Tennessee
$258K +$6.52K +11 +3%
ICP
3008
Interchange Capital Partners
Pennsylvania
$258K -$90.1K -152 -28%
TPWA
3009
Twin Peaks Wealth Advisors
California
$257K +$231K +390 New
LW
3010
Libra Wealth
California
$257K – – –
RWM
3011
Reston Wealth Management
Virginia
$257K +$15.4K +26 +7%
AWA
3012
Archvest Wealth Advisors
California
$256K – – –
GWM
3013
GoalFusion Wealth Management
Texas
$256K – – –
AIA
3014
Armor Investment Advisors
North Carolina
$256K +$2.37K +4 +1%
PD
3015
Planning Directions
Pennsylvania
$256K +$593 +1 +0.3%
PAIM
3016
Punch & Associates Investment Management
Minnesota
$255K -$14.2K -24 -6%
1CP
3017
17 Capital Partners
Arizona
$255K +$229K +387 New
DIM
3018
Delta Investment Management
California
$255K +$229K +386 New
SWP
3019
Semus Wealth Partners
Florida
$254K +$1.19K +2 +0.5%
LFA
3020
Landmark Financial Advisors
Kentucky
$254K +$228K +385 New
CCT
3021
Capital City Trust
Florida
$254K -$99.6K -168 -30%
BI
3022
Bramshill Investments
Florida
$254K +$228K +385 New
MWP
3023
Meridian Wealth Partners
Pennsylvania
$254K -$4.15K -7 -2%
NWM
3024
Northwest Wealth Management
Iowa
$253K +$227K +383 New
SVWG
3025
Shared Vision Wealth Group
United States
$253K +$227K +383 New
119 120
121
122 123