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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
3801
Migdal Insurance & Financial Holdings
Israel
$145K +$149K +153 New
BIA
3802
Bell Investment Advisors
California
$145K +$1.95K +2 +1%
TWD
3803
True Wealth Design
Ohio
$143K +$25.3K +26 +21%
JAM
3804
JCIC Asset Management
Ontario, Canada
$142K – – –
RI
3805
Ridgewood Investments
New Jersey
$140K +$2.92K +3 +2%
FGAM
3806
Financial Gravity Asset Management
Texas
$139K +$143K +147 New
NIM
3807
Nexus Investment Management
Ontario, Canada
$136K +$97.5K +100 New
PWMG
3808
Private Wealth Management Group
New Jersey
$136K -$4.88K -5 -3%
CWM
3809
Cedar Wealth Management
California
$135K – – –
RCM
3810
Richardson Capital Management
Wisconsin
$134K – – –
VWA
3811
VSM Wealth Advisory
Maryland
$127K – – –
CCM
3812
Cutler Capital Management
Massachusetts
$125K +$129K +132 New
PA
3813
PSI Advisors
Florida
$124K -$7.8K -8 -6%
NECFA
3814
New England Capital Financial Advisors
Connecticut
$123K – – –
LC
3815
Luminist Capital
Michigan
$122K +$10.7K +11 +9%
PWM
3816
Proathlete Wealth Management
Florida
$121K +$124K +127 New
HHGA
3817
Halbert Hargrove Global Advisors
California
$121K +$16.6K +17 +15%
MAS
3818
MPWM Advisory Solutions
Georgia
$121K – – –
C
3819
Covestor
United Kingdom
$119K +$8.78K +9 +8%
EPAM
3820
Evelyn Partners Asset Management
$118K +$22.4K +23 +23%
RAM
3821
Ramirez Asset Management
New York
$118K -$24.4K -25 -17%
DFA
3822
DHJJ Financial Advisors
Illinois
$117K +$23.4K +24 +24%
MFT
3823
Moisand Fitzgerald Tamayo
Florida
$115K – – –
APW
3824
Acima Private Wealth
Virginia
$114K – – –
CWA
3825
Carolina Wealth Advisors
South Carolina
$110K -$51.7K -53 -31%
151 152
153
154 155