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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
3151
Hidden Cove Wealth Management
Washington
$454K -$19.2K -20 -4%
FIC
3152
Family Investment Center
Missouri
$454K +$112K +117 +31%
CWMGP
3153
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$452K -$40.3K -42 -8%
GP
3154
Geneva Partners
Wisconsin
$452K -$9.59K -10 -2%
CFS
3155
CGC Financial Services
Oregon
$451K – – –
GDP
3156
Great Diamond Partners
Maine
$451K -$24.9K -26 -5%
BCM
3157
Bourgeon Capital Management
Connecticut
$451K – – –
HNW
3158
High Note Wealth
Minnesota
$451K +$7.67K +8 +2%
FPWM
3159
Five Pine Wealth Management
Idaho
$450K – – –
AIM
3160
Avity Investment Management
Connecticut
$450K -$4.79K -5 -1%
FL
3161
FreeGulliver LLC
Louisiana
$450K +$466K +486 New
VC
3162
Vicus Capital
Pennsylvania
$450K -$40.3K -42 -8%
FVWA
3163
Foster Victor Wealth Advisors
South Carolina
$448K +$6.71K +7 +1%
FM
3164
Foster & Motley
Ohio
$448K +$12.5K +13 +3%
RCI
3165
RS Crum Inc
California
$447K +$4.79K +5 +1%
JWM
3166
Jacksonville Wealth Management
Florida
$446K +$19.2K +20 +4%
NG
3167
Novem Group
New York
$445K -$160K -167 -26%
RCM
3168
Raleigh Capital Management
North Carolina
$444K +$37.4K +39 +9%
GPA
3169
Guerra Pan Advisors
New Jersey
$442K – – –
TSMHT
3170
Thurston Springer Miller Herd & Titak
Indiana
$442K -$4.77M -4,974 -91%
EWP
3171
Equity Wealth Partners
Missouri
$442K +$458K +478 New
PFM
3172
Phillips Financial Management
Indiana
$442K +$48.9K +51 +12%
FWM
3173
Fonville Wealth Management
Virginia
$442K +$12.5K +13 +3%
SPWG
3174
Sage Private Wealth Group
Illinois
$441K +$71.9K +75 +19%
WW
3175
Westshore Wealth
California
$440K – – –
125 126
127
128 129