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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
3526
BlueChip Wealth Advisors
Georgia
$301K -$22.9K -23 -7%
CFFP
3527
Center for Financial Planning
Michigan
$301K -$29.8K -30 -9%
DWM
3528
David Wealth Management
Virginia
$300K +$2.98K +3 +1%
HWMC
3529
Heritage Wealth Management (California)
California
$300K -$994 -1 -0.3%
PA
3530
PharVision Advisers
Florida
$300K +$301K +303 New
DI
3531
Disciplined Investments
Oklahoma
$300K – – –
SC
3532
Stephens Consulting
Michigan
$299K +$6.96K +7 +2%
FC
3533
Fairscale Capital
New Hampshire
$298K +$92.4K +93 +42%
BC
3534
Bowman & Company
Wisconsin
$298K – – –
SF
3535
Seros Financial
Arizona
$297K +$7.95K +8 +3%
BRWM
3536
Blue Rock Wealth Management
North Carolina
$297K – – –
FWA
3537
FORM Wealth Advisors
Wisconsin
$297K – – –
CWM
3538
Cherrydale Wealth Management
New Jersey
$295K – – –
PW
3539
Potentia Wealth
California
$295K – – –
PK
3540
Pflug Koory
Nebraska
$295K – – –
RWM
3541
Riverbend Wealth Management
South Carolina
$295K +$19.9K +20 +7%
TCM
3542
Triumph Capital Management
Colorado
$295K +$17.9K +18 +6%
RW
3543
REDW Wealth
New Mexico
$294K +$994 +1 +0.3%
BSAM
3544
Blue Square Asset Management
New York
$294K – – –
RB
3545
Rodgers Brothers
Pennsylvania
$294K – – –
WDL
3546
Well Done LLC
Michigan
$294K +$36.8K +37 +14%
MAM
3547
Mullooly Asset Management
New Jersey
$293K – – –
CAS
3548
CTC Alternative Strategies
Illinois
$293K +$294K +296 New
WLIM
3549
White Lighthouse Investment Management
Massachusetts
$292K -$994 -1 -0.3%
IAM
3550
Ion Asset Management
Israel
$292K -$104K -105 -26%
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