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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3226
Fonville Wealth Management
Virginia
$418K -$48.7K -50 -10%
PAG
3227
Paladin Advisory Group
Iowa
$418K – – –
SCM
3228
Stordahl Capital Management
Colorado
$418K +$6.83K +7 +2%
SSWM
3229
Smith Salley Wealth Management
North Carolina
$417K -$64.3K -66 -13%
NLWP
3230
Next Level Wealth Planning
Idaho
$417K -$4.88K -5 -1%
IAA
3231
Ironsides Asset Advisors
North Carolina
$417K – – –
FM
3232
Foster & Motley
Ohio
$417K -$27.3K -28 -6%
MWM
3233
MBE Wealth Management
Wisconsin
$416K +$142K +146 +50%
CCA
3234
Cooper Capital Advisors
California
$416K -$414K -425 -49%
JF
3235
Jump Financial
Illinois
$415K -$4.32M -4,429 -91%
SWM
3236
Scissortail Wealth Management
Oklahoma
$415K -$87.7K -90 -17%
HPBT
3237
Hickory Point Bank & Trust
Illinois
$415K +$22.4K +23 +6%
GC
3238
Grange Capital
Oregon
$414K -$74.1K -76 -15%
CPCM
3239
Cardinal Point Capital Management
Ontario, Canada
$414K +$97.5K +100 +30%
BFG
3240
Bouchey Financial Group
New York
$413K +$1.95K +2 +0.5%
WAS
3241
WESPAC Advisors SoCal
California
$412K +$424K +435 New
HHRDM
3242
H&H Retirement Design & Management
Nevada
$411K +$1.95K +2 +0.5%
CWA
3243
Cascade Wealth Advisors
Washington
$410K – – –
CG
3244
Cynosure Group
Utah
$410K +$21.4K +22 +5%
HAM
3245
Harmony Asset Management
Arizona
$410K – – –
CWM
3246
Crowley Wealth Management
Delaware
$409K +$2.92K +3 +0.7%
AHL
3247
Abel Hall LLC
Louisiana
$408K -$43.9K -45 -9%
WFAG
3248
Worth Financial Advisory Group
North Carolina
$407K +$144K +148 +52%
JWM
3249
Jacksonville Wealth Management
Florida
$407K – – –
FEM
3250
Fulcrum Equity Management
Texas
$406K -$41.9K -43 -9%
128 129
130
131 132