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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
3776
Guardian Wealth Advisors (Minnesota)
Minnesota
$218K -$22.9K -23 -9%
WWM
3777
Westwood Wealth Management
California
$218K – – –
LGWM
3778
Litman Gregory Wealth Management
California
$218K +$1.99K +2 +0.9%
SC
3779
Sykon Capital
New York
$218K +$219K +220 New
BWA
3780
Bestgate Wealth Advisors
Maryland
$218K – – –
TF
3781
Tandem Financial
Colorado
$216K – – –
EWM
3782
Edge Wealth Management
New York
$216K +$217K +218 New
AIM
3783
AMI Investment Management
Indiana
$216K -$1.99K -2 -0.9%
FFP
3784
Freedom Financial Partners
Minnesota
$216K – – –
NCM
3785
Noesis Capital Mangement
Florida
$215K – – –
RCM
3786
Ravenstone Capital Management
$214K – – –
OWM
3787
Opes Wealth Management
California
$214K +$215K +216 New
HFO
3788
Heritage Family Offices
Arizona
$213K – – –
CWM
3789
Cabot Wealth Management
Massachusetts
$213K -$13.9K -14 -6%
1L
3790
10Elms LLP
Oklahoma
$213K +$54.7K +55 +34%
MWM
3791
Manske Wealth Management
Texas
$213K +$214K +215 New
FFG
3792
Fortress Financial Group
Minnesota
$212K +$213K +214 New
MWML
3793
M Wealth Management LLC
California
$211K – – –
SCP
3794
Stevens Capital Partners
Nebraska
$211K +$217K +218 New
PF
3795
Parker Financial
Washington
$211K -$5.96K -6 -3%
OPOWM
3796
One Plus One Wealth Management
Florida
$211K – – –
GFG
3797
Grantvest Financial Group
New Jersey
$211K +$212K +213 New
HWA
3798
HMV Wealth Advisors
Louisiana
$211K +$212K +213 New
LAM
3799
Lifestyle Asset Management
Texas
$211K +$212K +213 New
IVP
3800
Intrinsic Value Partners
Arizona
$210K -$4.97K -5 -2%
150 151
152
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