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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
3001
Ironsides Asset Advisors
North Carolina
$391K +$65.1K +75 +20%
TPWA
3002
Twin Peaks Wealth Advisors
California
$390K -$2.6K -3 -0.7%
PWA
3003
PCG Wealth Advisors
Kansas
$390K – – –
IIM
3004
Intact Investment Management
Quebec, Canada
$390K +$382K +440 New
HWM
3005
Howard Wealth Management
Connecticut
$389K +$3.47K +4 +0.9%
SNBOSD
3006
Security National Bank of So Dak
Iowa
$389K – – –
CSPAM
3007
Cary Street Partners Asset Management
Virginia
$389K +$7.81K +9 +2%
SWM
3008
Seaside Wealth Management
California
$388K – – –
AWM
3009
Ariadne Wealth Management
California
$388K +$368K +424 New
GA
3010
GSG Advisors
New Jersey
$387K +$51.2K +59 +15%
IAG
3011
Investment Advisory Group
Massachusetts
$387K +$378K +436 New
GCM
3012
Gunderson Capital Management
South Carolina
$385K +$121K +139 +47%
WFA
3013
WMG Financial Advisors
Tennessee
$385K -$8.68K -10 -2%
NCM
3014
NCM Capital Management
New Jersey
$384K – – –
ABTD
3015
Arvest Bank Trust Division
Oklahoma
$384K +$376K +433 New
NEWAS
3016
N.E.W. Advisory Services
Wisconsin
$383K +$43.4K +50 +13%
RRA
3017
Round Rock Advisors
Connecticut
$383K +$106K +122 +39%
GA
3018
Gordian Advisors
Arizona
$383K +$375K +432 New
HHRDM
3019
H&H Retirement Design & Management
Nevada
$383K – – –
BBA
3020
Braun-Bostich & Associates
Pennsylvania
$382K -$20.8K -24 -5%
SCM
3021
Stordahl Capital Management
Colorado
$382K – – –
DSAM
3022
Dock Street Asset Management
Florida
$381K -$13.9K -16 -4%
CCMI
3023
Creative Capital Management Investments
California
$380K +$86.8K +100 +30%
V
3024
ViaWealth
Kansas
$380K -$9.55K -11 -3%
OWA
3025
Opal Wealth Advisors
New York
$379K +$868 +1 +0.2%
119 120
121
122 123