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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3226
Spartan Planning & Wealth Management
North Carolina
$511K -$392K -393 -42%
BBPWM
3227
Blue Bell Private Wealth Management
Pennsylvania
$511K +$4.98K +5 +0.9%
CFA
3228
CWS Financial Advisors
Michigan
$510K – – –
MWA
3229
Medallion Wealth Advisors
Connecticut
$507K -$189K -190 -26%
FFIC
3230
First Fiduciary Investment Counsel
Ohio
$507K -$44.8K -45 -8%
FA
3231
Financial Alternatives
California
$506K +$39.9K +40 +8%
ASCM
3232
Adkins Seale Capital Management
Louisiana
$505K -$6.97K -7 -1%
RC
3233
Rahlfs Capital
Texas
$505K – – –
OAG
3234
Oakmont Advisory Group
New Mexico
$505K -$263K -264 -33%
NC
3235
NewSquare Capital
Pennsylvania
$504K +$54.8K +55 +11%
BIA
3236
Bell Investment Advisors
California
$504K +$71.7K +72 +15%
FNFDCM
3237
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$504K -$12K -12 -2%
TC
3238
Tannin Capital
North Carolina
$503K -$62.8K -63 -10%
OWA
3239
Opal Wealth Advisors
New York
$502K +$5.98K +6 +1%
DQRIM
3240
Dale Q Rice Investment Management
Washington
$502K – – –
MCA
3241
Magnolia Capital Advisors
Mississippi
$500K -$229K -230 -30%
SMG
3242
Smart Money Group
Texas
$500K – – –
IWP
3243
Innova Wealth Partners
Pennsylvania
$500K – – –
FCT
3244
First Community Trust
Iowa
$500K – – –
MGCM
3245
Mane Global Capital Management
New York
$500K +$132K +132 +33%
KCPT
3246
Kingstone Capital Partners Texas
Texas
$499K +$996 +1 +0.2%
IIL
3247
Insight Inv LLC
California
$499K – – –
UI
3248
Unconventional Investor
New Hampshire
$498K – – –
HNW
3249
High Note Wealth
Minnesota
$497K +$996 +1 +0.2%
OFW
3250
Omnia Family Wealth
Florida
$497K +$23.9K +24 +5%
128 129
130
131 132