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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
3201
KFA Private Wealth Group
Virginia
$512K -$214K -215 -28%
ECA
3202
Elevated Capital Advisors
Utah
$512K -$314K -315 -37%
SPWM
3203
Spartan Planning & Wealth Management
North Carolina
$511K -$392K -393 -42%
BBPWM
3204
Blue Bell Private Wealth Management
Pennsylvania
$511K +$4.98K +5 +0.9%
CFA
3205
CWS Financial Advisors
Michigan
$510K – – –
MWA
3206
Medallion Wealth Advisors
Connecticut
$507K -$189K -190 -26%
FFIC
3207
First Fiduciary Investment Counsel
Ohio
$507K -$44.8K -45 -8%
FA
3208
Financial Alternatives
California
$506K +$39.9K +40 +8%
ASCM
3209
Adkins Seale Capital Management
Louisiana
$505K -$6.97K -7 -1%
RC
3210
Rahlfs Capital
Texas
$505K – – –
OAG
3211
Oakmont Advisory Group
New Mexico
$505K -$263K -264 -33%
NC
3212
NewSquare Capital
Pennsylvania
$504K +$54.8K +55 +11%
BIA
3213
Bell Investment Advisors
California
$504K +$71.7K +72 +15%
FNFDCM
3214
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$504K -$12K -12 -2%
TC
3215
Tannin Capital
North Carolina
$503K -$62.8K -63 -10%
OWA
3216
Opal Wealth Advisors
New York
$502K +$5.98K +6 +1%
DQRIM
3217
Dale Q Rice Investment Management
Washington
$502K – – –
MCA
3218
Magnolia Capital Advisors
Mississippi
$500K -$229K -230 -30%
SMG
3219
Smart Money Group
Texas
$500K – – –
IWP
3220
Innova Wealth Partners
Pennsylvania
$500K – – –
FCT
3221
First Community Trust
Iowa
$500K – – –
MGCM
3222
Mane Global Capital Management
New York
$500K +$132K +132 +33%
KCPT
3223
Kingstone Capital Partners Texas
Texas
$499K +$996 +1 +0.2%
IIL
3224
Insight Inv LLC
California
$499K – – –
UI
3225
Unconventional Investor
New Hampshire
$498K – – –
127 128
129
130 131