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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
3701
Capstone Wealth Management (Alabama)
Alabama
$260K +$906 +1 +0.3%
PAS
3702
Parsonex Advisory Services
Colorado
$260K -$15.4K -17 -5%
RIM
3703
Reliant Investment Management
Tennessee
$259K -$15.4K -17 -5%
BAM
3704
Banta Asset Management
California
$259K +$272K +300 New
WJS
3705
William John Sempolinski
Massachusetts
$259K +$272K +300 New
BWS
3706
Buck Wealth Strategies
Colorado
$258K +$35.3K +39 +15%
FF
3707
Foronjy Financial
California
$258K +$35.3K +39 +15%
SCI
3708
Silver Coast Investments
United States
$258K +$13.6K +15 +5%
SO
3709
Sierra Ocean
California
$258K -$68.9K -76 -20%
PW
3710
Potentia Wealth
California
$257K +$906 +1 +0.3%
CWM
3711
Cherrydale Wealth Management
New Jersey
$257K – – –
CCA
3712
Conservest Capital Advisors
Pennsylvania
$257K -$9.97K -11 -4%
PFA
3713
Presper Financial Architects
Ohio
$257K +$5.44K +6 +2%
MBI
3714
May Barnhard Investments
Maryland
$257K – – –
IIA
3715
Integrity Investment Advisors
Colorado
$257K +$270K +298 New
SF
3716
Seros Financial
Arizona
$256K – – –
JFA
3717
JNBA Financial Advisors
Minnesota
$256K -$27.2K -30 -9%
BSAM
3718
Blue Square Asset Management
New York
$256K – – –
RB
3719
Rodgers Brothers
Pennsylvania
$256K – – –
JMA
3720
J.M. Arbour
Maine
$256K +$269K +297 New
MAM
3721
Mullooly Asset Management
New Jersey
$255K – – –
MIM
3722
Martin Investment Management
Florida
$255K -$17.2K -19 -6%
RW
3723
Regimen Wealth
Georgia
$255K – – –
SHFG
3724
S Harris Financial Group
Texas
$254K +$267K +295 New
QP
3725
Quilter Plc
United Kingdom
$254K – – –
147 148
149
150 151