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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
3326
Center For Asset Management
Florida
$238K +$8.68K +10 +4%
CWM
3327
Campbell Wealth Management
Virginia
$238K -$8.68K -10 -4%
WA
3328
Westfuller Advisors
New York
$238K +$233K +268 New
CWM
3329
Concentrum Wealth Management
California
$238K +$233K +268 New
PP
3330
PFS Partners
New Jersey
$238K – – –
HWM
3331
Horizon Wealth Management
Illinois
$237K +$10.4K +12 +5%
MWA
3332
Monograph Wealth Advisors
California
$237K – – –
PWA
3333
Provenance Wealth Advisors
Florida
$237K – – –
PWMA
3334
Pension & Wealth Management Advisors
Massachusetts
$235K +$92K +106 +67%
CPCM
3335
Cardinal Point Capital Management
Ontario, Canada
$235K +$230K +265 New
WPW
3336
Watershed Private Wealth
Illinois
$234K +$868 +1 +0.4%
AFS
3337
Axiom Financial Strategies
Indiana
$232K +$227K +262 New
SPI
3338
Sutton Place Investors
New York
$231K +$227K +261 New
AC
3339
ASB Consultores
Florida
$230K -$72.9K -84 -24%
FDDB
3340
Fidelity D&D Bancorp
Pennsylvania
$230K – – –
SWM
3341
Stapp Wealth Management
Washington
$230K +$4.34K +5 +2%
NC
3342
Napatree Capital
Rhode Island
$230K +$225K +259 New
IAS
3343
IMA Advisory Services
Colorado
$230K – – –
RFA
3344
Register Financial Advisors
Georgia
$229K – – –
ICM
3345
Intrepid Capital Management
Florida
$229K +$10.4K +12 +5%
CIG
3346
Cullen Investment Group
Louisiana
$228K – – –
AC
3347
AWM Capital
Arizona
$228K +$15.6K +18 +8%
PPWM
3348
PFG Private Wealth Management
Florida
$228K -$1.74K -2 -0.8%
NLP
3349
Next Level Private
New York
$226K +$6.08K +7 +3%
NWA
3350
New World Advisors
Massachusetts
$226K +$868 +1 +0.4%
132 133
134
135 136