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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3226
ARQ Wealth Advisors
Arizona
$414K -$128K -134 -23%
SWM
3227
Seaside Wealth Management
California
$413K -$6.71K -7 -2%
BTWM
3228
Baker Tilly Wealth Management
Wisconsin
$413K +$40.3K +42 +10%
G
3229
GenTrust
Florida
$413K -$275K -287 -39%
SI
3230
Severin Investments
Missouri
$412K +$44.1K +46 +12%
MAG
3231
Mayfair Advisory Group
Alabama
$412K – – –
SPWM
3232
Schrum Private Wealth Management
Florida
$410K – – –
NLP
3233
Next Level Private
New York
$409K +$959 +1 +0.2%
AF
3234
Affiance Financial
Minnesota
$408K +$9.59K +10 +2%
NFG
3235
Northeast Financial Group
Pennsylvania
$408K +$114K +119 +37%
IAG
3236
Investment Advisory Group
Massachusetts
$407K +$13.4K +14 +3%
QPW
3237
Quantum Private Wealth
Florida
$407K +$37.4K +39 +10%
PPC
3238
Pennington Partners & Co
Maryland
$407K +$30.7K +32 +8%
SWM
3239
Scissortail Wealth Management
Oklahoma
$406K – – –
RMC
3240
Ring Mountain Capital
California
$406K +$6.71K +7 +2%
GC
3241
Grange Capital
Oregon
$405K – – –
HBWM
3242
Hollow Brook Wealth Management
New York
$405K +$420K +438 New
CW
3243
Code Waechter
Florida
$405K -$959 -1 -0.2%
QL
3244
Quarry LP
New York
$405K +$84.3K +88 +25%
GCM
3245
G2 Capital Management
Ohio
$404K +$93.9K +98 +29%
HPBT
3246
Hickory Point Bank & Trust
Illinois
$404K – – –
CCM
3247
Charter Capital Management
Wisconsin
$403K – – –
DKCM
3248
Davidson Kahn Capital Management
California
$403K +$13.4K +14 +3%
SCM
3249
Stordahl Capital Management
Colorado
$403K – – –
CWM
3250
Crowley Wealth Management
Delaware
$400K – – –
128 129
130
131 132