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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BSC
3476
Brown Shipley & Co
United Kingdom
$29.8K – – –
RWMG
3477
Redwood Wealth Management Group
New Jersey
$28.1K +$25.8K +33 New
DPW
3478
DiNuzzo Private Wealth
Pennsylvania
$27.2K +$3.9K +5 +19%
EC
3479
Elequin Capital
New York
$27.2K +$25K +32 New
CWM
3480
CarsonAllaria Wealth Management
Illinois
$26.5K – – –
BC
3481
Barrett & Company
Rhode Island
$25.5K – – –
LOIP
3482
Live Oak Investment Partners
Texas
$25.5K – – –
SIM
3483
Studio Investment Management
Illinois
$24.6K -$168K -215 -88%
AFWM
3484
Abich Financial Wealth Management
Virginia
$24K -$7.02K -9 -24%
1IA
3485
1620 Investment Advisors
Massachusetts
$23.9K +$21.8K +28 New
RDIA
3486
RE Dickinson Investment Advisors
Iowa
$21.7K +$3.9K +5 +24%
EPW
3487
Evergreen Private Wealth
Colorado
$21.3K -$5.46K -7 -22%
HFS
3488
Horizon Financial Services
North Carolina
$21.3K – – –
GIS
3489
Grayhawk Investment Strategies
Alberta, Canada
$20.4K – – –
PWM
3490
Partnership Wealth Management
Maryland
$19.6K – – –
KFP
3491
Keener Financial Planning
Texas
$18K -$7.02K -9 -29%
MFA
3492
McClarren Financial Advisors
Pennsylvania
$18K +$1.97M +2,530 +13,316%
QL
3493
Quarry LP
New York
$17.9K +$5.46K +7 +50%
AIM
3494
Access Investment Management
Georgia
$17K – – –
DWA
3495
Delos Wealth Advisors
Texas
$17K – – –
DMIC
3496
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16.1K +$14.8K +19 New
IA
3497
IFS Advisors
Kansas
$16.1K +$4.68K +6 +46%
CJH
3498
Christopher J. Hasenberg
Wisconsin
$14.4K – – –
NMM
3499
Naples Money Management
Florida
$14.4K – – –
KSWA
3500
Kathleen S. Wright Associates
Pennsylvania
$12.8K – – –
138 139
140
141 142