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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
3601
Advocate Group
Minnesota
$255K – – –
DAS
3602
DMKC Advisory Services
Iowa
$255K +$258K +278 New
Q1WB
3603
Quest 10 Wealth Builders
Virginia
$254K +$258K +278 New
DLCIG
3604
D.L. Carlson Investment Group
New Hampshire
$254K – – –
AWA
3605
Authentikos Wealth Advisory
California
$251K +$221K +238 +661%
SIA
3606
Spectrum Investment Advisors
Wisconsin
$250K +$34.3K +37 +16%
HAC
3607
Harbor Advisory Corp
New Hampshire
$250K – – –
TWM
3608
Topsail Wealth Management
North Carolina
$250K +$253K +273 New
SFP
3609
SwitchPoint Financial Planning
Utah
$250K +$252K +272 New
HF
3610
Holcombe Financial
Georgia
$248K +$251K +271 New
RWM
3611
Riverbend Wealth Management
South Carolina
$248K +$241K +260 New
LPFG
3612
Landing Point Financial Group
Ohio
$247K +$215K +232 New
RFM
3613
Royal Fund Management
Florida
$247K -$234K -252 -48%
KHC
3614
Koesten Hirschmann & Crabtree
Kansas
$247K – – –
MFGM
3615
Marshall Financial Group (Maryland)
Maryland
$247K -$8.35K -9 -3%
GCM
3616
Gables Capital Management
Florida
$246K – – –
SWK
3617
Stephen W. Kidder
$246K +$26K +28 +12%
PP
3618
PFS Partners
New Jersey
$246K – – –
BWS
3619
Buck Wealth Strategies
Colorado
$246K -$78.9K -85 -24%
AFS
3620
Axiom Financial Strategies
Indiana
$246K +$5.57K +6 +2%
HWM
3621
Horizon Wealth Management
Illinois
$246K – – –
PWA
3622
Provenance Wealth Advisors
Florida
$245K – – –
RIM
3623
Rockbridge Investment Management
New York
$244K -$118K -127 -32%
SRSA
3624
S.R. Schill & Associates
Washington
$244K +$18.6K +20 +8%
KFS
3625
Keynote Financial Services
Connecticut
$244K -$8.35K -9 -3%
143 144
145
146 147