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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
3226
Hurlow Wealth Management Group
Indiana
$207K +$202K +283 New
GCM
3227
Gables Capital Management
Florida
$207K +$17.8K +25 +10%
WFS
3228
Walker Financial Services
Kentucky
$207K +$201K +282 New
MFGM
3229
Marshall Financial Group (Maryland)
Maryland
$206K +$201K +281 New
OA
3230
Operose Advisors
Wisconsin
$206K -$17.8K -25 -8%
PAM
3231
Paradigm Asset Management
New York
$206K – – –
WIM
3232
Warwick Investment Management
Texas
$206K +$201K +281 New
VF
3233
Vawter Financial
Ohio
$204K +$198K +278 New
NIWA
3234
New Insight Wealth Advisors
California
$203K +$198K +277 New
FA
3235
Financial Avengers
California
$203K +$15.7K +22 +8%
DLCIG
3236
D.L. Carlson Investment Group
New Hampshire
$203K – – –
RW
3237
Regimen Wealth
Georgia
$203K +$198K +277 New
STB
3238
S&T Bank
Pennsylvania
$202K +$196K +275 New
HWM
3239
Horizon Wealth Management
Illinois
$202K +$197K +276 New
MWM
3240
MBE Wealth Management
Wisconsin
$202K +$196K +275 New
CCM
3241
Compass Capital Management
Minnesota
$201K -$48.5K -68 -20%
CSWM
3242
Cassady Schiller Wealth Management
Ohio
$201K +$4.28K +6 +2%
CHA
3243
Cooper/Haims Advisors
New York
$201K +$196K +275 New
KFS
3244
Keynote Financial Services
Connecticut
$201K +$196K +275 New
TCG
3245
Transcendent Capital Group
Oklahoma
$201K +$82.1K +115 +72%
AWA
3246
Authentikos Wealth Advisory
California
$200K +$195K +273 New
CWM
3247
C2C Wealth Management
Arizona
$200K -$680K -952 -78%
IWP
3248
IAG Wealth Partners
Wisconsin
$200K +$8.57K +12 +5%
HBWM
3249
Hollow Brook Wealth Management
New York
$200K +$195K +273 New
OP
3250
ORG Partners
Indiana
$199K -$1.44M -2,015 -88%
128 129
130
131 132