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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3301
Goldstream Capital Management
Hong Kong
$378K -$357K -385 -48%
LCC
3302
Lincoln Capital Corp
Rhode Island
$378K +$17.6K +19 +5%
CWM
3303
Copia Wealth Management
Oregon
$378K +$382K +412 New
CG
3304
Cynosure Group
Utah
$377K -$209K -225 -35%
VW
3305
Veridan Wealth
Oregon
$376K +$347K +374 New
LWA
3306
Ledgewood Wealth Advisors
New Hampshire
$376K -$116K -125 -23%
CMBA
3307
C.M. Bidwell & Associates
Hawaii
$376K -$9.28K -10 -2%
WFS
3308
Widmann Financial Services
Maryland
$375K – – –
BBA
3309
Braun-Bostich & Associates
Pennsylvania
$375K -$20.4K -22 -5%
IDBONY
3310
Israel Discount Bank of New York
New York
$375K +$2.78K +3 +0.7%
FTC
3311
Farmers Trust Company
Ohio
$375K +$151K +163 +66%
HWP
3312
Heritage Wealth Partners
Ohio
$374K +$928 +1 +0.2%
LRIC
3313
Long Road Investment Counsel
Michigan
$374K – – –
UWM
3314
USAdvisors Wealth Management
Minnesota
$374K +$36.2K +39 +11%
MWP
3315
Meridian Wealth Partners
Pennsylvania
$374K +$1.86K +2 +0.5%
FPW
3316
Flywheel Private Wealth
California
$374K +$379K +408 New
NWM
3317
Nova Wealth Management
Florida
$373K +$379K +408 New
AIA
3318
Acute Investment Advisory
Arizona
$373K – – –
4WM
3319
4J Wealth Management
Virginia
$372K -$11.1K -12 -3%
GPA
3320
Guidance Point Advisors
Massachusetts
$372K +$928 +1 +0.2%
TI
3321
tru Independence
Oregon
$370K +$375K +404 New
TC
3322
Tacita Capital
Ontario, Canada
$370K +$24.1K +26 +7%
SAM
3323
SP Asset Management
California
$369K +$928 +1 +0.2%
HCWM
3324
Hidden Cove Wealth Management
Washington
$369K +$373K +402 New
JWM
3325
Jeppson Wealth Management
California
$367K -$3.71K -4 -1%
131 132
133
134 135