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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3201
Private Wealth Strategies
Ohio
$266K +$244K +313 New
AOG
3202
Alpha Omega Group
Virginia
$265K +$780 +1 +0.3%
SDJVC
3203
St. Denis J. Villere & Co
Louisiana
$265K – – –
T
3204
Tidemark
California
$265K +$15.6K +20 +7%
CFFP
3205
Center for Financial Planning
Michigan
$264K – – –
DW30
3206
Drucker Wealth 3.0
New Jersey
$264K +$243K +311 New
BBPWM
3207
Blue Bell Private Wealth Management
Pennsylvania
$263K +$9.36K +12 +4%
GC
3208
Gould Capital
Washington
$263K +$46.8K +60 +24%
RRA
3209
Round Rock Advisors
Connecticut
$263K -$11.7K -15 -5%
LSC
3210
Lesa Sroufe & Co
Washington
$263K – – –
AAM
3211
Ameraudi Asset Management
New York
$263K – – –
A
3212
AlphaQuest
New York
$262K +$223K +286 +1,300%
LIA
3213
Lynx Investment Advisory
District of Columbia
$262K +$240K +308 New
MWA
3214
Martel Wealth Advisors
Washington
$261K -$57K -73 -19%
FRM
3215
Fox Run Management
Connecticut
$259K +$10.1K +13 +4%
BFS
3216
Beacon Financial Strategies
North Carolina
$258K -$16.4K -21 -6%
EMFAT
3217
Emerald Mutual Fund Advisers Trust
Pennsylvania
$258K -$5.46K -7 -2%
SGWM
3218
Sterling Group Wealth Management
California
$258K +$237K +304 New
IC
3219
Iconiq Capital
California
$258K +$236K +303 New
CWM
3220
Cherrydale Wealth Management
New Jersey
$257K +$236K +302 New
FFBTD
3221
First Financial Bank - Trust Division
Ohio
$257K -$127K -163 -35%
CISOA
3222
Capital Investment Services of America
Wisconsin
$257K – – –
PCM
3223
Perkins Capital Management
Minnesota
$255K -$39K -50 -14%
FAB
3224
First American Bank
Illinois
$255K – – –
GWI
3225
Grace & White Inc
New York
$255K – – –
127 128
129
130 131