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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3226
Walker Financial Services
Kentucky
$207K +$201K +282 New
MFGM
3227
Marshall Financial Group (Maryland)
Maryland
$206K +$201K +281 New
OA
3228
Operose Advisors
Wisconsin
$206K -$17.8K -25 -8%
PAM
3229
Paradigm Asset Management
New York
$206K – – –
WIM
3230
Warwick Investment Management
Texas
$206K +$201K +281 New
VF
3231
Vawter Financial
Ohio
$204K +$198K +278 New
NIWA
3232
New Insight Wealth Advisors
California
$203K +$198K +277 New
FA
3233
Financial Avengers
California
$203K +$15.7K +22 +8%
DLCIG
3234
D.L. Carlson Investment Group
New Hampshire
$203K – – –
RW
3235
Regimen Wealth
Georgia
$203K +$198K +277 New
STB
3236
S&T Bank
Pennsylvania
$202K +$196K +275 New
HWM
3237
Horizon Wealth Management
Illinois
$202K +$197K +276 New
MWM
3238
MBE Wealth Management
Wisconsin
$202K +$196K +275 New
CCM
3239
Compass Capital Management
Minnesota
$201K -$48.5K -68 -20%
CSWM
3240
Cassady Schiller Wealth Management
Ohio
$201K +$4.28K +6 +2%
CHA
3241
Cooper/Haims Advisors
New York
$201K +$196K +275 New
KFS
3242
Keynote Financial Services
Connecticut
$201K +$196K +275 New
TCG
3243
Transcendent Capital Group
Oklahoma
$201K +$82.1K +115 +72%
AWA
3244
Authentikos Wealth Advisory
California
$200K +$195K +273 New
CWM
3245
C2C Wealth Management
Arizona
$200K -$680K -952 -78%
IWP
3246
IAG Wealth Partners
Wisconsin
$200K +$8.57K +12 +5%
HBWM
3247
Hollow Brook Wealth Management
New York
$200K +$195K +273 New
OP
3248
ORG Partners
Indiana
$199K -$1.44M -2,015 -88%
MFG
3249
Mendota Financial Group
Wisconsin
$198K -$101K -141 -34%
PP
3250
PFS Partners
New Jersey
$196K +$714 +1 +0.4%
128 129
130
131 132