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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
3201
POM Investment Strategies
North Carolina
$136K +$122K +206 New
CWA
3202
Carolina Wealth Advisors
South Carolina
$133K – – –
DF
3203
Dunhill Financial
United Kingdom
$133K +$119K +201 New
OAJ
3204
Ogorek Anthony Joseph
New York
$132K – – –
BAM
3205
Byrne Asset Management
New Jersey
$131K – – –
FC
3206
Family CFO
California
$125K – – –
LPP
3207
Life Planning Partners
Florida
$123K +$111K +187 New
HGA
3208
Hobbs Group Advisors
South Carolina
$122K +$109K +184 New
MAWCM
3209
Mine & Arao Wealth Creation & Management
California
$120K – – –
EIM
3210
Essex Investment Management
Massachusetts
$119K – – –
BC
3211
Belmont Capital
California
$115K +$593 +1 +0.6%
JFG
3212
JDM Financial Group
Texas
$114K – – –
VAMG
3213
Voisard Asset Management Group
Michigan
$114K +$103K +173 New
SAG
3214
Spotlight Asset Group
Illinois
$113K – – –
ACM
3215
Adalta Capital Management
New York
$108K – – –
FGAM
3216
Financial Gravity Asset Management
Texas
$107K +$95.4K +161 New
TCG
3217
Transcendent Capital Group
Oklahoma
$105K +$94.2K +159 New
JGIA
3218
Jackson Grant Investment Advisers
Connecticut
$104K – – –
AWM
3219
Activest Wealth Management
Florida
$102K – – –
PG
3220
Proffitt & Goodson
Tennessee
$102K -$1.19K -2 -1%
APW
3221
Acima Private Wealth
Virginia
$102K -$11.3K -19 -11%
BGAI
3222
Bruce G. Allen Investments
Colorado
$102K +$91.3K +154 New
PWMA
3223
Pension & Wealth Management Advisors
Massachusetts
$101K +$46.2K +78 +104%
JAM
3224
JCIC Asset Management
Ontario, Canada
$99K – – –
RAM
3225
Ramirez Asset Management
New York
$99K – – –
127 128
129
130 131