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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3251
Provenance Wealth Advisors
Florida
$196K – – –
AI
3252
Arvest Investments
Arkansas
$194K – – –
AAP
3253
Arax Advisory Partners
Colorado
$193K +$714 +1 +0.4%
VCM
3254
Versant Capital Management
Arizona
$190K +$16.4K +23 +10%
PPWM
3255
PFG Private Wealth Management
Florida
$188K -$2.86K -4 -2%
GC
3256
Gould Capital
Washington
$183K +$7.14K +10 +4%
KFS
3257
Kelly Financial Services
Massachusetts
$181K +$4.28K +6 +2%
SIM
3258
Studio Investment Management
Illinois
$179K – – –
SC
3259
Stephens Consulting
Michigan
$172K – – –
SHIM
3260
Stone House Investment Management
Pennsylvania
$172K +$167K +234 New
TLA
3261
Tanglewood Legacy Advisors
Texas
$168K – – –
DCM
3262
Disciplina Capital Management
Tennessee
$165K +$714 +1 +0.4%
RCM
3263
Ravenstone Capital Management
$158K – – –
IFAM
3264
Institutional & Family Asset Management
Colorado
$157K -$1.43K -2 -0.9%
NL
3265
NKCFO LLC
Illinois
$154K -$89.2K -125 -37%
WWP
3266
WR Wealth Planners
Missouri
$153K -$77.1K -108 -34%
DF
3267
Dunhill Financial
United Kingdom
$153K +$5K +7 +3%
GFPC
3268
Global Financial Private Client
Florida
$152K – – –
PIS
3269
POM Investment Strategies
North Carolina
$151K – – –
GKIM
3270
GW&K Investment Management
Massachusetts
$149K -$2.14K -3 -1%
CWA
3271
Carolina Wealth Advisors
South Carolina
$147K – – –
OAJ
3272
Ogorek Anthony Joseph
New York
$147K – – –
FG
3273
Fairman Group
Pennsylvania
$147K -$114K -160 -44%
SAG
3274
Spotlight Asset Group
Illinois
$147K – – –
PCM
3275
Palouse Capital Management
Washington
$147K +$143K +200 New
129 130
131
132 133