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COST

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