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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3301
Greenhouse Wealth Management
Connecticut
$491K -$8.77K -9 -2%
SSWM
3302
Smith Salley Wealth Management
North Carolina
$491K -$60.4K -62 -11%
TFG
3303
Team Financial Group
California
$490K +$975 +1 +0.2%
FPWM
3304
Five Pine Wealth Management
Idaho
$490K +$4.87K +5 +1%
NWM
3305
Northwest Wealth Management
Iowa
$490K +$61.4K +63 +15%
EWP
3306
Equity Wealth Partners
Missouri
$490K +$2.92K +3 +0.6%
YWS
3307
Yarger Wealth Strategies
Ohio
$489K +$15.6K +16 +3%
CKAIS
3308
Christensen King & Associates Investment Services
Washington
$488K +$6.82K +7 +1%
AFC
3309
Ares Financial Consulting
California
$488K +$111K +114 +30%
LFS
3310
Legacy Financial Strategies
Kansas
$488K +$83.8K +86 +21%
MAM
3311
MMA Asset Management
Pennsylvania
$487K +$476K +488 New
SDAM
3312
Shulman DeMeo Asset Management
New York
$486K -$6.82K -7 -1%
AWM
3313
Activest Wealth Management
Florida
$486K +$5.85K +6 +1%
SWK
3314
Stephen W. Kidder
$485K – – –
SI
3315
Saxon Interests
Texas
$485K +$20.5K +21 +5%
SA
3316
Sonoma Allocations
California
$483K +$28.3K +29 +6%
GWM
3317
Greenline Wealth Management
Florida
$483K +$230K +236 +95%
NC
3318
NewSquare Capital
Pennsylvania
$482K +$472K +484 New
AF
3319
ASL Financial
California
$482K +$975 +1 +0.2%
AWA
3320
Aletheian Wealth Advisors
Washington
$481K +$471K +483 New
MFC
3321
Morris Financial Concepts
South Carolina
$481K -$17.5K -18 -4%
CG
3322
Clifford Group
Massachusetts
$481K -$22.4K -23 -5%
WIM
3323
Warwick Investment Management
Texas
$480K +$82.8K +85 +21%
SPW
3324
Signet Private Wealth
Illinois
$479K -$41.9K -43 -8%
MCIA
3325
Mountain Capital Investment Advisors
Colorado
$479K -$108K -111 -19%
131 132
133
134 135