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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3051
Beaird Harris Wealth Management
Texas
$514K +$13K +14 +3%
CFA
3052
CWS Financial Advisors
Michigan
$513K – – –
HIG
3053
Heritage Investment Group
Florida
$511K – – –
SCM
3054
Saxony Capital Management
Missouri
$510K -$928 -1 -0.2%
GCA
3055
Gradient Capital Advisors
California
$510K -$5.57K -6 -1%
SFS
3056
Symphony Financial Services
Ohio
$510K -$289K -311 -36%
PCA
3057
Purkiss Capital Advisors
Connecticut
$509K +$515K +555 New
EA
3058
Everpar Advisors
Oklahoma
$509K +$14.8K +16 +3%
GWM
3059
Gitterman Wealth Management
New Jersey
$508K -$43.6K -47 -8%
MSWM
3060
McGlone Suttner Wealth Management
Wisconsin
$507K -$2.78K -3 -0.5%
PSF
3061
Pacific Sun Financial
California
$506K – – –
CAGAS
3062
Capital Advisory Group Advisory Services
Minnesota
$506K +$46.4K +50 +10%
LAS
3063
LWM Advisory Services
Florida
$505K +$14.8K +16 +3%
1WM
3064
1900 Wealth Management
Texas
$504K -$57.5K -62 -10%
RCP
3065
Rothschild Capital Partners
New York
$504K +$510K +550 New
GPWM
3066
Grant Private Wealth Management
California
$503K +$509K +549 New
WFA
3067
WMG Financial Advisors
Tennessee
$501K +$105K +113 +26%
CRIG
3068
Charter Research & Investment Group
Connecticut
$501K – – –
MWM
3069
MGB Wealth Management
Texas
$499K +$171K +184 +51%
WSWA
3070
Warren Street Wealth Advisors
California
$498K +$55.7K +60 +12%
SWP
3071
Semus Wealth Partners
Florida
$498K +$68.7K +74 +16%
LC
3072
Landaas & Company
Wisconsin
$497K – – –
NRC
3073
New Republic Capital
North Carolina
$497K +$56.6K +61 +13%
CCB
3074
Cutter & Co Brokerage
Missouri
$496K -$9.28K -10 -2%
AIM
3075
Avity Investment Management
Connecticut
$496K -$9.28K -10 -2%
121 122
123
124 125