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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
3226
Baker Tilly Wealth Management
Wisconsin
$413K +$40.3K +42 +10%
G
3227
GenTrust
Florida
$413K -$275K -287 -39%
SI
3228
Severin Investments
Missouri
$412K +$44.1K +46 +12%
MAG
3229
Mayfair Advisory Group
Alabama
$412K – – –
SPWM
3230
Schrum Private Wealth Management
Florida
$410K – – –
NLP
3231
Next Level Private
New York
$409K +$959 +1 +0.2%
AF
3232
Affiance Financial
Minnesota
$408K +$9.59K +10 +2%
NFG
3233
Northeast Financial Group
Pennsylvania
$408K +$114K +119 +37%
IAG
3234
Investment Advisory Group
Massachusetts
$407K +$13.4K +14 +3%
QPW
3235
Quantum Private Wealth
Florida
$407K +$37.4K +39 +10%
PPC
3236
Pennington Partners & Co
Maryland
$407K +$30.7K +32 +8%
SWM
3237
Scissortail Wealth Management
Oklahoma
$406K – – –
RMC
3238
Ring Mountain Capital
California
$406K +$6.71K +7 +2%
GC
3239
Grange Capital
Oregon
$405K – – –
HBWM
3240
Hollow Brook Wealth Management
New York
$405K +$420K +438 New
CW
3241
Code Waechter
Florida
$405K -$959 -1 -0.2%
QL
3242
Quarry LP
New York
$405K +$84.3K +88 +25%
GCM
3243
G2 Capital Management
Ohio
$404K +$93.9K +98 +29%
HPBT
3244
Hickory Point Bank & Trust
Illinois
$404K – – –
CCM
3245
Charter Capital Management
Wisconsin
$403K – – –
DKCM
3246
Davidson Kahn Capital Management
California
$403K +$13.4K +14 +3%
SCM
3247
Stordahl Capital Management
Colorado
$403K – – –
CWM
3248
Crowley Wealth Management
Delaware
$400K – – –
SPAS
3249
Spectrum Planning & Advisory Services
California
$400K +$7.67K +8 +2%
WA
3250
Wealthstar Advisors
Texas
$399K -$2.88K -3 -0.7%
128 129
130
131 132