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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3026
Northwest Wealth Management
Iowa
$291K +$10.7K +15 +4%
MWP
3027
Meridian Wealth Partners
Pennsylvania
$291K +$8.57K +12 +3%
PD
3028
Planning Directions
Pennsylvania
$290K +$5.71K +8 +2%
BFS
3029
Burr Financial Services
California
$290K – – –
RWM
3030
Reston Wealth Management
Virginia
$290K +$5K +7 +2%
HWP
3031
Heritage Wealth Partners
Ohio
$290K – – –
PCM
3032
Pennsylvania Capital Management
Pennsylvania
$289K -$39.3K -55 -12%
TAM
3033
Titleist Asset Management
Texas
$289K -$964K -1,351 -77%
HWM
3034
HighMark Wealth Management
Minnesota
$288K +$1.43K +2 +0.5%
RIM
3035
Rockbridge Investment Management
New York
$288K – – –
1CP
3036
17 Capital Partners
Arizona
$288K +$4.28K +6 +2%
KIA
3037
KLR Investment Advisors
Rhode Island
$288K – – –
SR
3038
Syntax Research
Florida
$287K – – –
SP
3039
Successful Portfolios
Florida
$287K -$59.3K -83 -17%
BBA
3040
Braun-Bostich & Associates
Pennsylvania
$286K -$18.6K -26 -6%
RIM
3041
Reliant Investment Management
Tennessee
$286K – – –
MFP
3042
Meridian Financial Partners
Virginia
$286K -$3.57K -5 -1%
LW
3043
Libra Wealth
California
$286K – – –
MF
3044
Montis Financial
Massachusetts
$285K +$32.1K +45 +13%
HAS
3045
HBW Advisory Services
California
$285K – – –
AIA
3046
Armor Investment Advisors
North Carolina
$284K – – –
GWM
3047
GoalFusion Wealth Management
Texas
$284K – – –
MLFP
3048
MPS Loria Financial Planners
Illinois
$284K – – –
VBFP
3049
Valtinson Bruner Financial Planning
Minnesota
$284K -$10K -14 -3%
TSW
3050
Three Seasons Wealth
Utah
$284K – – –
120 121
122
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