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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
3151
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$452K -$40.3K -42 -8%
GP
3152
Geneva Partners
Wisconsin
$452K -$9.59K -10 -2%
CFS
3153
CGC Financial Services
Oregon
$451K – – –
GDP
3154
Great Diamond Partners
Maine
$451K -$24.9K -26 -5%
BCM
3155
Bourgeon Capital Management
Connecticut
$451K – – –
HNW
3156
High Note Wealth
Minnesota
$451K +$7.67K +8 +2%
FPWM
3157
Five Pine Wealth Management
Idaho
$450K – – –
AIM
3158
Avity Investment Management
Connecticut
$450K -$4.79K -5 -1%
FL
3159
FreeGulliver LLC
Louisiana
$450K +$466K +486 New
VC
3160
Vicus Capital
Pennsylvania
$450K -$40.3K -42 -8%
FVWA
3161
Foster Victor Wealth Advisors
South Carolina
$448K +$6.71K +7 +1%
FM
3162
Foster & Motley
Ohio
$448K +$12.5K +13 +3%
RCI
3163
RS Crum Inc
California
$447K +$4.79K +5 +1%
JWM
3164
Jacksonville Wealth Management
Florida
$446K +$19.2K +20 +4%
NG
3165
Novem Group
New York
$445K -$160K -167 -26%
RCM
3166
Raleigh Capital Management
North Carolina
$444K +$37.4K +39 +9%
GPA
3167
Guerra Pan Advisors
New Jersey
$442K – – –
TSMHT
3168
Thurston Springer Miller Herd & Titak
Indiana
$442K -$4.77M -4,974 -91%
EWP
3169
Equity Wealth Partners
Missouri
$442K +$458K +478 New
PFM
3170
Phillips Financial Management
Indiana
$442K +$48.9K +51 +12%
FWM
3171
Fonville Wealth Management
Virginia
$442K +$12.5K +13 +3%
SPWG
3172
Sage Private Wealth Group
Illinois
$441K +$71.9K +75 +19%
WW
3173
Westshore Wealth
California
$440K – – –
EPW
3174
Endeavor Private Wealth
Kansas
$439K +$122K +127 +37%
SWAG
3175
Spectrum Wealth Advisory Group
California
$439K -$14.4K -15 -3%
125 126
127
128 129