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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
3301
Live Oak Investment Partners
Texas
$19.8K – – –
AWM
3302
Able Wealth Management
New Jersey
$19.3K +$17.2K +29 New
AFWM
3303
Abich Financial Wealth Management
Virginia
$19.1K +$17.2K +29 New
EA
3304
Evolution Advisers
Virginia
$18K – – –
DPW
3305
DiNuzzo Private Wealth
Pennsylvania
$17.8K +$16K +27 New
RCM
3306
Richardson Capital Management
Wisconsin
$17.8K +$16K +27 New
DWA
3307
Delos Wealth Advisors
Texas
$17.2K – – –
CW
3308
Cooksen Wealth
Texas
$16.5K +$14.8K +25 New
PWM
3309
Partnership Wealth Management
Maryland
$16K +$13.6K +23 New
GIS
3310
Grayhawk Investment Strategies
Alberta, Canada
$15.8K – – –
CIR
3311
Clear Investment Research
Georgia
$15.8K +$14.2K +24 New
FFA
3312
Frazier Financial Advisors
Ohio
$14.5K +$13K +22 New
RDIA
3313
RE Dickinson Investment Advisors
Iowa
$14K +$593 +1 +5%
PA
3314
Pineridge Advisors
Missouri
$13.9K +$12.4K +21 New
FW
3315
Fairway Wealth
Ohio
$13.5K +$11.9K +20 New
DEM
3316
Disciplined Equity Management
Florida
$13.2K – – –
AIM
3317
Access Investment Management
Georgia
$13.2K +$11.9K +20 New
MFA
3318
McClarren Financial Advisors
Pennsylvania
$12K – – –
LFA
3319
Level Financial Advisors
New York
$11.9K – – –
HC
3320
Hoese & Co
Minnesota
$11.3K – – –
NMM
3321
Naples Money Management
Florida
$11.2K +$10.1K +17 New
NF
3322
Norwood Financial
Pennsylvania
$9.9K – – –
KSWA
3323
Kathleen S. Wright Associates
Pennsylvania
$9.9K +$8.89K +15 New
LIM
3324
Longfellow Investment Management
Massachusetts
$8.58K – – –
BFA
3325
BBJS Financial Advisors
Washington
$7.92K – – –
131 132
133
134 135