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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3226
LGT Financial Advisors
Texas
$99K +$52.2K +88 +142%
AA
3227
AlphaMark Advisors
Kentucky
$97K – – –
WAG
3228
Wiser Advisor Group
Arizona
$96.7K +$86.5K +146 New
CIA
3229
Cape Investment Advisory
Georgia
$95.3K -$8.89K -15 -9%
SWA
3230
SOA Wealth Advisors
New York
$94.8K -$127K -215 -60%
PWMG
3231
Private Wealth Management Group
New Jersey
$94.4K +$84.8K +143 New
CWM
3232
Cedar Wealth Management
California
$93.9K – – –
CPG
3233
Cornerstone Planning Group
New Jersey
$89.1K -$24.3K -41 -23%
AEPWM
3234
Atlantic Edge Private Wealth Management
Florida
$89.1K +$80K +135 New
AFS
3235
Annapolis Financial Services
Maryland
$87.3K -$5.33K -9 -6%
MFT
3236
Moisand Fitzgerald Tamayo
Florida
$84.5K +$593 +1 +0.8%
AA
3237
Addison Advisors
Vermont
$84.5K – – –
NECFA
3238
New England Capital Financial Advisors
Connecticut
$83.5K – – –
BIA
3239
Bell Investment Advisors
California
$83.2K +$3.56K +6 +5%
C
3240
Covestor
United Kingdom
$80K +$1.19K +2 +2%
AS
3241
Altshuler Shaham
Israel
$79.9K +$71.7K +121 New
YAL
3242
Your Advocates Ltd
Texas
$75.2K – – –
GG
3243
Greenwood Gearhart
Arkansas
$75.2K +$67.6K +114 New
RCM
3244
Raleigh Capital Management
North Carolina
$74.3K +$64.6K +109 +2,725%
CLOS
3245
Compagnie Lombard Odier SCmA
Switzerland
$72.6K – – –
LWA
3246
Lowe Wealth Advisors
Maryland
$71.9K -$11.9K -20 -16%
PA
3247
PSI Advisors
Florida
$71.9K -$3.56K -6 -5%
A
3248
AJOVista
Massachusetts
$71.9K +$64.6K +109 New
GWSA
3249
Global Wealth Strategies & Associates
Colorado
$70.6K – – –
POIA
3250
Pin Oak Investment Advisors
Texas
$68K – – –
128 129
130
131 132