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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3351
Advance Capital Management
Michigan
$224K -$10.4K -12 -5%
AAS
3352
Asset Allocation Strategies
Michigan
$223K +$868 +1 +0.4%
FWM
3353
FMB Wealth Management
California
$223K – – –
MFG
3354
Mendota Financial Group
Wisconsin
$222K -$17.4K -20 -7%
AF
3355
Aldebaran Financial
$222K – – –
GRA
3356
Golden Road Advisors
Florida
$222K +$2.6K +3 +1%
CPW
3357
Crestmont Private Wealth
Texas
$222K +$3.47K +4 +2%
IMA
3358
Investment Management Associates
Colorado
$222K +$217K +250 New
CFS
3359
Cannon Financial Strategists
Georgia
$221K – – –
BWM
3360
Brown Wealth Management
Illinois
$221K +$8.68K +10 +4%
GFWA
3361
Grey Fox Wealth Advisors
Delaware
$220K +$215K +248 New
NCM
3362
Next Capital Management
New York
$220K -$63.4K -73 -23%
KFS
3363
Kelly Financial Services
Massachusetts
$220K – – –
LFGO
3364
Legacy Financial Group (Oklahoma)
Oklahoma
$219K +$218K +251 New
CIM
3365
Confluence Investment Management
Missouri
$219K – – –
SRSA
3366
S.R. Schill & Associates
Washington
$218K -$1.86M -2,146 -90%
FTC
3367
Farmers Trust Company
Ohio
$218K -$23.4K -27 -10%
AIA
3368
Accelerate Investment Advisors
California
$217K +$213K +245 New
CPCP
3369
Cedar Point Capital Partners
Iowa
$217K – – –
MGWA
3370
Monument Group Wealth Advisors
Massachusetts
$217K – – –
EFH
3371
Eaton Financial Holdings
Florida
$216K +$212K +244 New
AA
3372
Alesco Advisors
New York
$216K – – –
GWAM
3373
Guardian Wealth Advisors (Minnesota)
Minnesota
$215K – – –
SWP
3374
Summit Wealth Partners
Florida
$215K – – –
LC
3375
LCNB Corp
Ohio
$215K -$4.34K -5 -2%
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