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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3051
Capital Wealth Planning
Florida
$368K +$60.8K +70 +20%
MFP
3052
Meridian Financial Partners
Virginia
$367K +$12.2K +14 +4%
HG
3053
Harbor Group
New Hampshire
$366K – – –
OPOWM
3054
One Plus One Wealth Management
Florida
$366K – – –
AWA
3055
Archvest Wealth Advisors
California
$363K – – –
FH
3056
FWG Holdings
Florida
$363K +$33.8K +39 +11%
WFS
3057
Widmann Financial Services
Maryland
$363K -$86.8K -100 -20%
GC
3058
Gilbert & Cook
Iowa
$363K +$3.47K +4 +1%
QT
3059
Quantbot Technologies
New York
$363K +$229K +264 +182%
WMWM
3060
Whitaker-Myers Wealth Managers
Ohio
$362K +$355K +409 New
LRIC
3061
Long Road Investment Counsel
Michigan
$362K – – –
HWP
3062
Heritage Wealth Partners
Ohio
$362K – – –
EFA
3063
Edge Financial Advisors
Illinois
$362K -$20K -23 -5%
AIA
3064
Acute Investment Advisory
Arizona
$361K – – –
RCM
3065
Raleigh Capital Management
North Carolina
$360K +$30.4K +35 +9%
IDBONY
3066
Israel Discount Bank of New York
New York
$360K -$22.6K -26 -6%
MWP
3067
Meridian Wealth Partners
Pennsylvania
$360K -$22.6K -26 -6%
GPA
3068
Guidance Point Advisors
Massachusetts
$360K -$3.47K -4 -1%
JWM
3069
Jeppson Wealth Management
California
$359K -$46K -53 -12%
FS
3070
Ferguson Shapiro
Georgia
$359K – – –
AC
3071
Allstate Corporation
Illinois
$359K -$1.01M -1,159 -74%
SAM
3072
SP Asset Management
California
$357K -$868 -1 -0.2%
HCM
3073
HMS Capital Management
Tennessee
$355K – – –
SFWA
3074
Summit Financial Wealth Advisors
Louisiana
$355K – – –
MUAMU
3075
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$355K -$260K -300 -43%
121 122
123
124 125