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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3326
Gables Capital Management
Florida
$238K -$11.3K -13 -5%
CFAM
3327
Center For Asset Management
Florida
$238K +$8.68K +10 +4%
CWM
3328
Campbell Wealth Management
Virginia
$238K -$8.68K -10 -4%
WA
3329
Westfuller Advisors
New York
$238K +$233K +268 New
CWM
3330
Concentrum Wealth Management
California
$238K +$233K +268 New
PP
3331
PFS Partners
New Jersey
$238K – – –
HWM
3332
Horizon Wealth Management
Illinois
$237K +$10.4K +12 +5%
MWA
3333
Monograph Wealth Advisors
California
$237K – – –
PWA
3334
Provenance Wealth Advisors
Florida
$237K – – –
PWMA
3335
Pension & Wealth Management Advisors
Massachusetts
$235K +$92K +106 +67%
CPCM
3336
Cardinal Point Capital Management
Ontario, Canada
$235K +$230K +265 New
WPW
3337
Watershed Private Wealth
Illinois
$234K +$868 +1 +0.4%
AFS
3338
Axiom Financial Strategies
Indiana
$232K +$227K +262 New
SPI
3339
Sutton Place Investors
New York
$231K +$227K +261 New
AC
3340
ASB Consultores
Florida
$230K -$72.9K -84 -24%
FDDB
3341
Fidelity D&D Bancorp
Pennsylvania
$230K – – –
SWM
3342
Stapp Wealth Management
Washington
$230K +$4.34K +5 +2%
NC
3343
Napatree Capital
Rhode Island
$230K +$225K +259 New
IAS
3344
IMA Advisory Services
Colorado
$230K – – –
RFA
3345
Register Financial Advisors
Georgia
$229K – – –
ICM
3346
Intrepid Capital Management
Florida
$229K +$10.4K +12 +5%
CIG
3347
Cullen Investment Group
Louisiana
$228K – – –
AC
3348
AWM Capital
Arizona
$228K +$15.6K +18 +8%
PPWM
3349
PFG Private Wealth Management
Florida
$228K -$1.74K -2 -0.8%
NLP
3350
Next Level Private
New York
$226K +$6.08K +7 +3%
132 133
134
135 136