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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
3351
Severin Investments
Missouri
$439K -$190K -191 -29%
SHJ
3352
Sharkey, Howes & Javer
Colorado
$438K +$996 +1 +0.2%
SWM
3353
Seaside Wealth Management
California
$438K +$14.9K +15 +3%
WPW
3354
Warther Private Wealth
Ohio
$438K -$99.6K -100 -18%
FAB
3355
First American Bank
Illinois
$437K -$28.9K -29 -6%
SL
3356
Salomon & Ludwin
Virginia
$436K -$39.9K -40 -8%
AWM
3357
Aberdeen Wealth Management
Illinois
$436K -$249K -250 -35%
NLP
3358
Next Level Private
New York
$435K -$7.97K -8 -2%
LC
3359
Landaas & Company
Wisconsin
$435K – – –
MWM
3360
Meritas Wealth Management
California
$435K – – –
WFAG
3361
Worth Financial Advisory Group
North Carolina
$434K +$462K +464 New
GWSA
3362
Global Wealth Strategies & Associates
Colorado
$433K +$22.9K +23 +5%
SWK
3363
Stephen W. Kidder
$432K -$24.9K -25 -5%
SA
3364
Stewardship Advisors
Pennsylvania
$432K -$8.97K -9 -2%
LBC
3365
Lowe Brockenbrough & Co
Virginia
$432K – – –
W
3366
Wealthquest
Ohio
$431K +$20.9K +21 +5%
RCI
3367
RS Crum Inc
California
$430K – – –
IP
3368
Intellectus Partners
California
$429K +$37.9K +38 +9%
FM
3369
Foster & Motley
Ohio
$429K +$16.9K +17 +4%
MCIA
3370
Mountain Capital Investment Advisors
Colorado
$429K -$21.9K -22 -5%
FCMT
3371
Founders Capital Management (Texas)
Texas
$428K -$996 -1 -0.2%
PT
3372
Plimoth Trust
Massachusetts
$428K -$3.98K -4 -0.9%
SO
3373
Sierra Ocean
California
$427K +$126K +126 +38%
FVWA
3374
Foster Victor Wealth Advisors
South Carolina
$427K +$996 +1 +0.2%
RWM
3375
Reston Wealth Management
Virginia
$426K -$13K -13 -3%
133 134
135
136 137