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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
3026
Guidance Point Advisors
Massachusetts
$348K +$1.56K +2 +0.5%
LRIC
3027
Long Road Investment Counsel
Michigan
$347K – – –
SCM
3028
Stonehearth Capital Management
Massachusetts
$347K -$18.7K -24 -6%
SP
3029
Successful Portfolios
Florida
$347K +$12.5K +16 +4%
AWA
3030
Archvest Wealth Advisors
California
$347K +$17.2K +22 +6%
HWP
3031
Heritage Wealth Partners
Ohio
$346K -$24.2K -31 -7%
AIA
3032
Acute Investment Advisory
Arizona
$346K – – –
PWA
3033
Peterson Wealth Advisors
Utah
$345K – – –
PSCM
3034
Per Stirling Capital Management
Texas
$345K – – –
GC
3035
Gilbert & Cook
Iowa
$345K – – –
FS
3036
Ferguson Shapiro
Georgia
$344K +$4.68K +6 +2%
BRA
3037
Biechele Royce Advisors
Indiana
$344K – – –
LIA
3038
LifePlan Investment Advisors
North Carolina
$344K – – –
ACG
3039
Allen Capital Group
Nebraska
$343K +$57.7K +74 +22%
CWA
3040
Cascade Wealth Advisors
Washington
$343K -$31.2K -40 -9%
SAM
3041
SP Asset Management
California
$342K +$66.3K +85 +27%
EGA
3042
E&G Advisors
Texas
$342K +$37.5K +48 +14%
HF
3043
Halpern Financial
Virginia
$341K – – –
TCMP
3044
Thrive Capital Management (Pennsylvania)
Pennsylvania
$341K +$10.9K +14 +4%
AG
3045
Algert Global
California
$341K -$14.8K -19 -5%
HCM
3046
HMS Capital Management
Tennessee
$341K – – –
SFWA
3047
Summit Financial Wealth Advisors
Louisiana
$341K – – –
DWM
3048
Denver Wealth Management
Colorado
$340K -$17.2K -22 -5%
HAFS
3049
Hapanowicz & Associates Financial Services
Pennsylvania
$340K – – –
HCM
3050
Hudson Capital Management
New Jersey
$340K +$312K +400 New
120 121
122
123 124