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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
3101
Retirement Group
California
$223K – – –
FC
3102
Financial Council
Maryland
$222K +$200K +337 New
CFFP
3103
Center for Financial Planning
Michigan
$222K +$29K +49 +17%
LSWM
3104
Lorne Steinberg Wealth Management
Canada
$222K +$199K +336 New
SF
3105
SWP Financial
California
$221K +$199K +335 New
LA
3106
Lynch & Associates
Indiana
$221K +$199K +335 New
AA
3107
AlphaCentric Advisors
Puerto Rico
$221K +$199K +335 New
NL
3108
NKCFO LLC
Illinois
$221K – – –
APWM
3109
Atlas Private Wealth Management
New York
$221K -$88.9K -150 -31%
PWP
3110
Precedent Wealth Partners
Texas
$220K +$197K +333 New
RK
3111
Rather & Kittrell
Tennessee
$220K +$197K +333 New
SDJVC
3112
St. Denis J. Villere & Co
Louisiana
$219K +$197K +332 New
VC
3113
Vicus Capital
Pennsylvania
$218K -$113K -190 -37%
RCM
3114
Rain Capital Management
Oregon
$217K +$195K +329 New
CCMI
3115
Creative Capital Management Investments
California
$217K – – –
PWM
3116
Penobscot Wealth Management
Maine
$217K +$194K +328 New
AWM
3117
Accel Wealth Management
Iowa
$217K +$194K +328 New
TA
3118
TFB Advisors
Kansas
$217K -$289K -488 -60%
BCM
3119
Beddow Capital Management
Wyoming
$215K +$193K +325 New
CMA
3120
Cedar Mountain Advisors
Oregon
$215K +$593 +1 +0.3%
CPP
3121
Capasso Planning Partners
South Carolina
$215K +$193K +325 New
BAM
3122
Banta Asset Management
California
$215K +$193K +325 New
KWM
3123
Koa Wealth Management
California
$214K +$192K +324 New
WA
3124
Wealthstar Advisors
Texas
$214K +$192K +324 New
KFS
3125
Kaizen Financial Strategies
California
$213K +$191K +323 New
123 124
125
126 127