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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3101
MinichMacGregor Wealth Management
New York
$314K +$288K +369 New
OWMIAS
3102
One Wealth Management Investment & Advisory Services
Florida
$311K -$2.34K -3 -0.8%
IAA
3103
Ironsides Asset Advisors
North Carolina
$311K – – –
RK
3104
Rather & Kittrell
Tennessee
$311K +$1.56K +2 +0.5%
TCG
3105
Transcendent Capital Group
Oklahoma
$311K +$71.8K +92 +34%
WAM
3106
WNY Asset Management
New York
$311K -$50.7K -65 -15%
WDL
3107
Well Done LLC
Michigan
$310K +$61.6K +79 +28%
ECM
3108
Elgethun Capital Management
South Dakota
$310K +$780 +1 +0.3%
BMD
3109
Better Money Decisions
New Mexico
$309K -$50.7K -65 -15%
KWM
3110
Koa Wealth Management
California
$307K – – –
FAP
3111
Financial Advisory Partners
Florida
$306K – – –
LA
3112
Lynch & Associates
Indiana
$306K +$19.5K +25 +7%
MWM
3113
MGB Wealth Management
Texas
$305K +$42.9K +55 +18%
LAM
3114
LifePro Asset Management
California
$304K +$10.1K +13 +4%
VF
3115
Vawter Financial
Ohio
$304K +$62.4K +80 +29%
FEM
3116
Fulcrum Equity Management
Texas
$304K +$279K +358 New
NFG
3117
Northeast Financial Group
Pennsylvania
$304K -$53.8K -69 -16%
IP
3118
Intellectus Partners
California
$304K -$80.4K -103 -22%
MHWM
3119
Montz Harcus Wealth Management
Louisiana
$303K +$6.24K +8 +2%
SLA
3120
Silver Lake Advisory
Utah
$303K – – –
WAS
3121
Wealth Advisory Solutions
Indiana
$302K -$3.12K -4 -1%
SFS
3122
Sharp Financial Services
Pennsylvania
$302K +$11.7K +15 +4%
PP
3123
Paloma Partners
Connecticut
$301K +$208K +267 +307%
MFS
3124
Mirabella Financial Services
United Kingdom
$301K +$276K +354 New
MW
3125
Maia Wealth
Colorado
$301K +$276K +354 New
123 124
125
126 127