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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
3601
Pinnacle Wealth Management Group
Michigan
$277K – – –
PMG
3602
ProVise Management Group
Florida
$277K +$2.98K +3 +1%
VWM
3603
Verus Wealth Management
Wisconsin
$277K +$6.96K +7 +3%
HFP
3604
Holistic Financial Partners
Indiana
$277K +$29.8K +30 +12%
BFAG
3605
Blackston Financial Advisory Group
Florida
$276K +$277K +279 New
AG
3606
Advocate Group
Minnesota
$275K – – –
PPWM
3607
PFG Private Wealth Management
Florida
$275K +$994 +1 +0.4%
CCA
3608
Cora Capital Advisors
New Jersey
$274K -$58.6K -59 -18%
RIM
3609
Reliant Investment Management
Tennessee
$274K -$4.97K -5 -2%
PCM
3610
Park Capital Management
Wisconsin
$274K +$11.9K +12 +5%
IWM
3611
IMG Wealth Management
Florida
$274K +$21.9K +22 +9%
B
3612
BetterWealth
California
$274K – – –
PFA
3613
Pathway Financial Advisers
Indiana
$274K +$14.9K +15 +6%
WMA
3614
William Mack & Associates
Michigan
$274K – – –
DLCIG
3615
D.L. Carlson Investment Group
New Hampshire
$272K -$994 -1 -0.4%
PWSG
3616
Pacific Wealth Strategies Group
California
$272K +$287K +289 New
TFA
3617
TPG Financial Advisors
Oregon
$271K -$9.94K -10 -4%
WIA
3618
Wealthedge Investment Advisors
New York
$271K +$1.99K +2 +0.7%
TCFP
3619
Treasure Coast Financial Planning
Florida
$269K – – –
OAJ
3620
Ogorek Anthony Joseph
New York
$268K -$994 -1 -0.4%
HIS
3621
Horizon Investment Services
Indiana
$266K +$18.9K +19 +8%
MWA
3622
Monograph Wealth Advisors
California
$266K +$1.99K +2 +0.7%
IA
3623
IMZ Advisory
Florida
$266K -$100K -101 -27%
PP
3624
PFS Partners
New Jersey
$266K – – –
HWM
3625
Horizon Wealth Management
Illinois
$265K -$29.8K -30 -10%
143 144
145
146 147