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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
3301
Schaeffer Financial
Maryland
$461K – – –
FPWM
3302
Five Pine Wealth Management
Idaho
$461K – – –
TFG
3303
Team Financial Group
California
$460K – – –
BBA
3304
Braun-Bostich & Associates
Pennsylvania
$460K +$23.9K +24 +5%
RWC
3305
Rare Wolf Capital
Washington
$460K +$178K +179 +57%
GW
3306
Griffith & Werner
Georgia
$460K +$122K +122 +33%
SDAM
3307
Shulman DeMeo Asset Management
New York
$460K +$3.98K +4 +0.8%
VC
3308
Vicus Capital
Pennsylvania
$459K +$107K +107 +28%
CIP
3309
Convergence Investment Partners
Florida
$459K -$78.7K -79 -14%
RMC
3310
Ring Mountain Capital
California
$459K +$18.9K +19 +4%
BWS
3311
Buck Wealth Strategies
Colorado
$458K +$107K +107 +28%
CKAIS
3312
Christensen King & Associates Investment Services
Washington
$458K – – –
AFC
3313
Ares Financial Consulting
California
$458K – – –
SPWG
3314
Syntegra Private Wealth Group
Missouri
$456K +$19.9K +20 +4%
MAM
3315
MMA Asset Management
Pennsylvania
$455K -$1.99K -2 -0.4%
FGWP
3316
Founders Grove Wealth Partners
Virginia
$454K +$143K +144 +42%
ACA
3317
American Capital Advisory
Idaho
$453K -$410K -411 -46%
RK
3318
Rather & Kittrell
Tennessee
$453K +$8.97K +9 +2%
AF
3319
ASL Financial
California
$453K – – –
GDP
3320
Great Diamond Partners
Maine
$453K +$22.9K +23 +5%
LFS
3321
Lighthouse Financial Services
California
$453K +$996 +1 +0.2%
S
3322
Sachetta
Massachusetts
$452K +$33.9K +34 +8%
SCM
3323
Stonebridge Capital Management
California
$452K +$481K +483 New
MFC
3324
Morris Financial Concepts
South Carolina
$452K – – –
NWM
3325
Northwest Wealth Management
Iowa
$450K -$9.96K -10 -2%
131 132
133
134 135