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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
3126
Per Stirling Capital Management
Texas
$330K -$28.6K -33 -8%
SIA
3127
SGL Investment Advisors
Montana
$330K +$310K +357 New
HAG
3128
HF Advisory Group
Maryland
$329K +$868 +1 +0.3%
PPW
3129
Pasadena Private Wealth
California
$328K -$65.1K -75 -17%
IP
3130
Isthmus Partners
Wisconsin
$328K – – –
SP
3131
Symmetry Partners
Connecticut
$328K -$1.58M -1,823 -83%
TAM
3132
Tucker Asset Management
Colorado
$328K – – –
NWA
3133
Navis Wealth Advisors
New York
$327K – – –
NPFS
3134
Novak & Powell Financial Services
Florida
$327K +$88.5K +102 +38%
SFA
3135
Source Financial Advisors
New York
$327K -$868 -1 -0.3%
WTFG
3136
Wells Trecaso Financial Group
Ohio
$327K +$18.2K +21 +6%
RK
3137
Rather & Kittrell
Tennessee
$326K +$1.74K +2 +0.5%
WFAG
3138
Worth Financial Advisory Group
North Carolina
$325K +$104K +120 +49%
SWP
3139
Significant Wealth Partners
Illinois
$325K +$20.8K +24 +7%
RIS
3140
Retirement Income Solutions
Michigan
$325K -$17.4K -20 -5%
KFG
3141
Kingdom Financial Group
Arizona
$325K -$62.5K -72 -16%
ST
3142
Sabal Trust
Florida
$324K -$46.9K -54 -13%
ECM
3143
Elgethun Capital Management
South Dakota
$323K – – –
IP
3144
Intellectus Partners
California
$323K +$6.08K +7 +2%
AWP
3145
Accretive Wealth Partners
New Jersey
$322K -$422K -486 -57%
BMD
3146
Better Money Decisions
New Mexico
$322K – – –
CST
3147
Charles Schwab Trust
Nevada
$321K -$660K -761 -68%
MIM
3148
Meixler Investment Management
Arizona
$320K -$68.6K -79 -18%
KWM
3149
Koa Wealth Management
California
$320K – – –
MWM
3150
MGB Wealth Management
Texas
$319K – – –
124 125
126
127 128