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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3001
Strata Wealth Advisors
Texas
$550K +$25.1K +27 +5%
LCM
3002
Lattice Capital Management
Washington
$550K – – –
MCI
3003
MRP Capital Investments
Georgia
$550K – – –
PCM
3004
Pennsylvania Capital Management
Pennsylvania
$549K -$110K -119 -17%
PA
3005
Parkside Advisors
California
$548K -$70.5K -76 -11%
OAS
3006
Optivise Advisory Services
Tennessee
$547K +$24.1K +26 +5%
GFG
3007
Goldstone Financial Group
Illinois
$546K +$47.3K +51 +9%
AIA
3008
Accelerate Investment Advisors
California
$546K +$326K +351 +143%
SWM
3009
StoneCrest Wealth Management
Arizona
$546K +$42.7K +46 +8%
SL
3010
SFM LLC
New Hampshire
$544K – – –
AF
3011
Affiance Financial
Minnesota
$542K -$55.7K -60 -9%
KFA
3012
Kelleher Financial Advisors
New York
$541K +$26.9K +29 +5%
MCIA
3013
Mountain Capital Investment Advisors
Colorado
$540K -$35.3K -38 -6%
NBWM
3014
North Berkeley Wealth Management
California
$540K +$547K +589 New
BPW
3015
Bingham Private Wealth
California
$540K +$547K +589 New
SO
3016
Sierra Ocean
California
$539K +$546K +588 New
KFI
3017
Key Financial Inc
Pennsylvania
$539K – – –
BIP
3018
Blue Investment Partners
California
$538K +$24.1K +26 +5%
NDSI
3019
Newman Dignan & Sheerar Inc
Rhode Island
$536K – – –
PHWM
3020
Pine Harbor Wealth Management
Maryland
$534K +$928 +1 +0.2%
FAB
3021
First American Bank
Illinois
$532K +$261K +281 +94%
CL
3022
CVFG LLC
Indiana
$532K +$539K +581 New
IWP
3023
Invenio Wealth Partners
Florida
$531K +$25.1K +27 +5%
WI
3024
Wintrust Investments
Illinois
$531K -$78.9K -85 -13%
CCP
3025
Carmel Capital Partners
California
$531K +$6.5K +7 +1%
119 120
121
122 123