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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
3326
Wealth Dimensions Group
Ohio
$360K -$34.5K -36 -8%
IWS
3327
Integrity Wealth Solutions
Colorado
$360K -$31.6K -33 -8%
PPWM
3328
PFG Private Wealth Management
Florida
$360K +$105K +110 +40%
FWM
3329
Fingerlakes Wealth Management
New York
$359K +$372K +388 New
LIA
3330
LifePlan Investment Advisors
North Carolina
$359K +$22K +23 +6%
JWM
3331
Jeppson Wealth Management
California
$359K +$13.4K +14 +4%
CMAI
3332
Capital Management Associates Inc
Minnesota
$358K -$63.3K -66 -15%
EMC
3333
Everest Management Corp
California
$357K -$12.5K -13 -3%
SLA
3334
Silver Lake Advisory
Utah
$357K +$959 +1 +0.3%
FBC
3335
Fairfield, Bush & Co
Connecticut
$356K +$38.3K +40 +12%
LIM
3336
Lathrop Investment Management
Arkansas
$355K – – –
FEM
3337
Fulcrum Equity Management
Texas
$355K -$63.3K -66 -15%
CIA
3338
Caerus Investment Advisors
Texas
$355K +$367K +383 New
FDW
3339
Fourth Dimension Wealth
Ohio
$352K -$171K -178 -32%
TWM
3340
Topsail Wealth Management
North Carolina
$352K -$3.83K -4 -1%
CAM
3341
Capco Asset Management
Florida
$352K – – –
EFMH
3342
E Fund Management (HK)
Hong Kong
$352K +$173K +180 +90%
RRA
3343
Round Rock Advisors
Connecticut
$351K +$40.3K +42 +12%
BF
3344
Brogan Financial
Tennessee
$351K – – –
CMA
3345
Cedar Mountain Advisors
Oregon
$351K +$17.3K +18 +5%
GWM
3346
GK Wealth Management
Nevada
$350K +$118K +123 +48%
WAM
3347
WNY Asset Management
New York
$350K -$1.92K -2 -0.5%
DWM
3348
DecisionMap Wealth Management
Virginia
$350K -$30.7K -32 -8%
KA
3349
Kure Advisory
Minnesota
$350K -$48.9K -51 -12%
GWM
3350
Gitterman Wealth Management
New Jersey
$350K -$47K -49 -11%
132 133
134
135 136