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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3201
Dynamic Wealth Strategies
California
$456K -$38.8K -39 -8%
AWAP
3202
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$456K – – –
OF
3203
Optimize Financial
California
$454K -$1.99K -2 -0.4%
CCM
3204
Chiron Capital Management
Florida
$453K -$4.97K -5 -1%
FCMT
3205
Founders Capital Management (Texas)
Texas
$453K – – –
IAA
3206
Ironsides Asset Advisors
North Carolina
$452K +$15.9K +16 +4%
BIA
3207
Bell Investment Advisors
California
$452K +$302K +304 +199%
CWAF
3208
Core Wealth Advisors (Florida)
Florida
$452K +$169K +170 +59%
MWM
3209
Meritas Wealth Management
California
$451K – – –
LSWM
3210
Lorne Steinberg Wealth Management
Canada
$451K -$34.8K -35 -7%
CCM
3211
Cloud Capital Management
Washington
$451K +$13.9K +14 +3%
WLPWM
3212
Walled Lake Planning & Wealth Management
Illinois
$451K -$45.7K -46 -9%
B
3213
Birchbrook
Maine
$450K -$994 -1 -0.2%
FWA
3214
Flagship Wealth Advisors
Massachusetts
$450K – – –
SWM
3215
Seaside Wealth Management
California
$448K +$6.96K +7 +2%
CMAI
3216
Capital Management Associates Inc
Minnesota
$447K -$414K -417 -48%
TPWA
3217
Twin Peaks Wealth Advisors
California
$447K -$14.9K -15 -3%
PPWM
3218
Perissos Private Wealth Management
Oklahoma
$447K – – –
NFP
3219
Narus Financial Partners
Utah
$446K -$994 -1 -0.2%
MIC
3220
Means Investment Company
Maine
$446K +$3.98K +4 +0.9%
SC
3221
Scholtz & Company
Connecticut
$445K – – –
CWIG
3222
Chung Wu Investment Group
Texas
$445K +$99.4K +100 +29%
LWM
3223
Latko Wealth Management
Illinois
$445K +$446K +449 New
NPFS
3224
Novak & Powell Financial Services
Florida
$445K +$81.5K +82 +22%
FEM
3225
Fulcrum Equity Management
Texas
$445K +$19.9K +20 +5%
127 128
129
130 131