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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3501
MRA Advisory Group
New Jersey
$309K +$6.96K +7 +2%
CA
3502
CSM Advisors
Pennsylvania
$309K +$9.94K +10 +3%
SDJVC
3503
St. Denis J. Villere & Co
Louisiana
$309K – – –
GWSA
3504
Global Wealth Strategies & Associates
Colorado
$308K -$54.7K -55 -15%
OWA
3505
ORBA Wealth Advisors
Illinois
$308K -$1.15M -1,154 -79%
SFG
3506
Sunburst Financial Group
Alabama
$307K +$8.95K +9 +3%
PPG
3507
Peak Planning Group
Colorado
$307K +$15.9K +16 +5%
CCA
3508
Conservest Capital Advisors
Pennsylvania
$306K -$6.96K -7 -2%
SF
3509
SWP Financial
California
$306K – – –
AAM
3510
Ameraudi Asset Management
New York
$306K – – –
NA
3511
Nordwand Advisors
Pennsylvania
$306K +$306K +308 New
PD
3512
Planning Directions
Pennsylvania
$305K -$40.8K -41 -12%
SFC
3513
Summit Financial Consulting
Michigan
$305K -$98.4K -99 -24%
HIGP
3514
Hill Investment Group Partners
Missouri
$305K +$11.9K +12 +4%
FA
3515
Financial Avengers
California
$304K +$994 +1 +0.3%
MWPCG
3516
Measured Wealth Private Client Group
New Hampshire
$304K +$305K +307 New
GFPC
3517
Global Financial Private Client
Florida
$304K – – –
JFA
3518
JNBA Financial Advisors
Minnesota
$304K +$9.94K +10 +3%
CG
3519
Clarus Group
Texas
$304K +$305K +307 New
FFG
3520
Fiduciary Financial Group
California
$304K +$2.98K +3 +1%
MF
3521
Manuka Financial
Virginia
$303K – – –
OFP
3522
OLIO Financial Planning
Virginia
$303K +$20.9K +21 +7%
CMP
3523
Coston McIsaac & Partners
Maine
$303K – – –
STB
3524
S&T Bank
Pennsylvania
$303K +$8.95K +9 +3%
VCM
3525
Verde Capital Management
Michigan
$302K +$6.96K +7 +2%
139 140
141
142 143