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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3376
Birchcreek Wealth Management
Ohio
$343K -$118K -127 -25%
JHCP
3377
Jackson Hole Capital Partners
Oklahoma
$342K – – –
IWP
3378
IAG Wealth Partners
Wisconsin
$342K +$92.8K +100 +37%
CWM
3379
Concentrum Wealth Management
California
$341K +$96.5K +104 +39%
SF
3380
Seros Financial
Arizona
$341K +$372K +401 New
ACM
3381
Advance Capital Management
Michigan
$340K +$110K +119 +47%
T
3382
Tidemark
California
$340K +$50.1K +54 +17%
NWA
3383
Navis Wealth Advisors
New York
$338K – – –
WTFG
3384
Wells Trecaso Financial Group
Ohio
$338K – – –
XPN
3385
XY Planning Network
Montana
$338K +$341K +368 New
RK
3386
Rather & Kittrell
Tennessee
$336K -$928 -1 -0.3%
NPFS
3387
Novak & Powell Financial Services
Florida
$336K -$2.78K -3 -0.8%
WMA
3388
West Michigan Advisors
Michigan
$335K +$58.5K +63 +21%
CFAM
3389
Center For Asset Management
Florida
$335K +$90K +97 +36%
IP
3390
Isthmus Partners
Wisconsin
$334K -$4.64K -5 -1%
ACM
3391
Armbruster Capital Management
New York
$334K +$13K +14 +4%
IP
3392
Intellectus Partners
California
$334K – – –
PS
3393
Pinney & Scofield
Massachusetts
$334K +$338K +364 New
CMA
3394
Cedar Mountain Advisors
Oregon
$333K +$35.3K +38 +12%
THL
3395
Tillman Hartley LLC
Colorado
$333K -$31.5K -34 -9%
AWP
3396
Accretive Wealth Partners
New Jersey
$333K – – –
BMD
3397
Better Money Decisions
New Mexico
$333K – – –
NC
3398
Napatree Capital
Rhode Island
$333K +$96.5K +104 +40%
MCA
3399
Millennium Capital Advisors
Arkansas
$332K +$14.8K +16 +5%
PCM
3400
Peirce Capital Management
Texas
$332K +$336K +362 New
134 135
136
137 138