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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
3476
Paragon Private Wealth Management
Kentucky
$299K +$83.5K +90 +38%
HC
3477
Hourglass Capital
Texas
$299K – – –
MPAM
3478
Murphy Pohlad Asset Management
Minnesota
$299K – – –
JAA
3479
Joel Adams & Associates
North Carolina
$299K +$302K +326 New
AIP
3480
Almanack Investment Partners
Pennsylvania
$298K – – –
GIM
3481
Gold Investment Management
Alberta, Canada
$298K – – –
GJCM
3482
Grand Jean Capital Management
California
$298K – – –
WCM
3483
Westend Capital Management
California
$298K – – –
WIM
3484
Wittenberg Investment Management
Massachusetts
$298K – – –
KWA
3485
Kondo Wealth Advisors
California
$298K +$301K +324 New
BAM
3486
Blueshift Asset Management
New Jersey
$297K -$417K -449 -58%
NCM
3487
Next Capital Management
New York
$297K +$70.5K +76 +31%
1NWS
3488
1 North Wealth Services
Maryland
$297K +$301K +324 New
SSC
3489
Syverson Strege & Co
Iowa
$297K +$38K +41 +14%
JWWM
3490
Johnson & White Wealth Management
Pennsylvania
$296K +$5.57K +6 +2%
SPWG
3491
Sage Private Wealth Group
Illinois
$295K -$13.9K -15 -4%
PCM
3492
Permanent Capital Management
Illinois
$295K +$299K +322 New
FFG
3493
Fiduciary Financial Group
California
$294K +$31.5K +34 +12%
BBPWM
3494
Blue Bell Private Wealth Management
Pennsylvania
$294K – – –
BF
3495
Blankinship & Foster
California
$293K -$2.78K -3 -0.9%
NJBEST
3496
New Jersey Better Educational Savings Trust
New Jersey
$292K – – –
BWA
3497
BlueChip Wealth Advisors
Georgia
$292K -$515K -555 -64%
PWMA
3498
Pension & Wealth Management Advisors
Massachusetts
$292K +$49.2K +53 +20%
WWMSC
3499
Wagner Wealth Management (South Carolina)
South Carolina
$292K -$11.1K -12 -4%
CWM
3500
Cahill Wealth Management
Michigan
$291K – – –
138 139
140
141 142