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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3376
PUREfi Wealth
Massachusetts
$363K +$17.9K +18 +5%
RK
3377
Rather & Kittrell
Tennessee
$363K +$18.9K +19 +5%
WDC
3378
Woodward Diversified Capital
California
$362K +$118K +119 +48%
LCC
3379
Lincoln Capital Corp
Rhode Island
$362K -$3.98K -4 -1%
HC
3380
Hourglass Capital
Texas
$362K – – –
LIA
3381
LifePlan Investment Advisors
North Carolina
$361K – – –
PS
3382
Pinney & Scofield
Massachusetts
$360K – – –
CA
3383
CWC Advisors
Oregon
$360K +$34.8K +35 +11%
PGA
3384
Portland Global Advisors
Maine
$360K +$62.6K +63 +21%
BWMG
3385
Barnes Wealth Management Group
California
$360K +$6.96K +7 +2%
DI
3386
DDFG Inc
California
$360K – – –
HG
3387
Harbor Group
New Hampshire
$359K – – –
LA
3388
Lynch & Associates
Indiana
$359K +$2.98K +3 +0.8%
PWM
3389
Penobscot Wealth Management
Maine
$359K +$8.95K +9 +3%
PAM
3390
Pegasus Asset Management
New York
$357K +$359K +361 New
CMA
3391
Cedar Mountain Advisors
Oregon
$357K – – –
WCM
3392
Wealthcare Capital Management
Virginia
$356K -$155K -156 -30%
TCOK
3393
Trust Company of Kansas
Kansas
$356K – – –
RWM
3394
Reston Wealth Management
Virginia
$356K +$85.5K +86 +32%
WMA
3395
West Michigan Advisors
Michigan
$355K +$21.9K +22 +7%
SFS
3396
Summit Financial Strategies
Ohio
$354K +$4.97K +5 +1%
AIFS
3397
A&I Financial Services
Colorado
$354K +$26.8K +27 +8%
IWM
3398
Iams Wealth Management
Nebraska
$354K +$356K +358 New
SF
3399
Seek First
California
$354K +$8.95K +9 +3%
RWM
3400
Revisor Wealth Management
Ohio
$354K +$1.99K +2 +0.6%
134 135
136
137 138