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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
3276
Avenir Corporation
Virginia
$431K – – –
VWA
3277
VERITY Wealth Advisors
United States
$431K – – –
HCWM
3278
Hidden Cove Wealth Management
Washington
$430K +$7.25K +8 +2%
SA
3279
Sonoma Allocations
California
$430K -$314K -347 -44%
CE
3280
Cornerstone Enterprises
Wisconsin
$428K – – –
PIN
3281
Prudent Investors Network
California
$428K -$40.8K -45 -8%
RWM
3282
Revisor Wealth Management
Ohio
$427K +$33.5K +37 +9%
SDAM
3283
Shulman DeMeo Asset Management
New York
$427K +$906 +1 +0.2%
OC
3284
Opal Capital
Florida
$426K +$388K +428 New
GPWM
3285
Grant Private Wealth Management
California
$426K -$113K -125 -20%
WFAG
3286
Worth Financial Advisory Group
North Carolina
$426K -$42.6K -47 -9%
ACH
3287
ArrowMark Colorado Holdings
Colorado
$425K – – –
SF
3288
Schaeffer Financial
Maryland
$425K – – –
VNA
3289
Valley National Advisers
Pennsylvania
$424K -$12.7K -14 -3%
MAG
3290
MRA Advisory Group
New Jersey
$424K +$159K +175 +55%
TFG
3291
Team Financial Group
California
$424K – – –
GA
3292
GoalVest Advisory
New York
$423K +$87.9K +97 +25%
EF
3293
Elite Financial
Idaho
$422K -$18.1K -20 -4%
OCM
3294
Osterweis Capital Management
California
$422K -$17.2K -19 -4%
LFS
3295
Lighthouse Financial Services
California
$421K +$442K +488 New
EWP
3296
Equity Wealth Partners
Missouri
$421K +$9.06K +10 +2%
WJA
3297
Willis Johnson & Associates
Texas
$421K -$23.6K -26 -5%
ITG
3298
Index Technologies Group
New York
$421K +$442K +488 New
FPWM
3299
Five Pine Wealth Management
Idaho
$420K +$906 +1 +0.2%
SWK
3300
Stephen W. Kidder
$420K -$9.06K -10 -2%
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132
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