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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
3401
Pension & Wealth Management Advisors
Massachusetts
$136K – – –
AWM
3402
Activest Wealth Management
Florida
$134K – – –
JGIA
3403
Jackson Grant Investment Advisers
Connecticut
$133K – – –
AA
3404
Addison Advisors
Vermont
$133K +$14K +18 +13%
JAM
3405
JCIC Asset Management
Ontario, Canada
$127K – – –
RAM
3406
Ramirez Asset Management
New York
$127K – – –
WAG
3407
Wiser Advisor Group
Arizona
$127K +$1.56K +2 +1%
PWMG
3408
Private Wealth Management Group
New Jersey
$126K -$15.6K -20 -12%
QT
3409
Quantbot Technologies
New York
$123K -$8.59M -11,013 -99%
SWA
3410
SOA Wealth Advisors
New York
$123K – – –
PCMC
3411
Planning Capital Management Corporation
Pennsylvania
$123K – – –
CWM
3412
Cedar Wealth Management
California
$121K -$3.12K -4 -3%
RCM
3413
Richardson Capital Management
Wisconsin
$121K +$11.7K +15 +12%
CIAS
3414
CBIZ Investment Advisory Services
Ohio
$121K -$780 -1 -0.7%
FGAM
3415
Financial Gravity Asset Management
Texas
$117K -$17.9K -23 -14%
RI
3416
Ridgewood Investments
New Jersey
$117K +$108K +138 New
AEPWM
3417
Atlantic Edge Private Wealth Management
Florida
$115K – – –
AFS
3418
Annapolis Financial Services
Maryland
$114K – – –
PA
3419
PSI Advisors
Florida
$113K +$3.9K +5 +4%
BIA
3420
Bell Investment Advisors
California
$112K -$3.12K -4 -3%
NECFA
3421
New England Capital Financial Advisors
Connecticut
$110K +$780 +1 +0.8%
MFT
3422
Moisand Fitzgerald Tamayo
Florida
$105K – – –
APW
3423
Acima Private Wealth
Virginia
$103K – – –
PP
3424
Pingora Partners
Wyoming
$102K – – –
PG
3425
Proffitt & Goodson
Tennessee
$100K +$14K +18 +18%
135 136
137
138 139