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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3851
TSA Wealth Management
Texas
$253K -$19.9K -20 -7%
ACA
3852
Anchor Capital Advisors
Massachusetts
$253K – – –
CCA
3853
Cottonwood Capital Advisors
Utah
$252K -$996 -1 -0.4%
ALC
3854
Alexander Labrunerie & Co
Missouri
$252K – – –
WWM
3855
Wiser Wealth Management
Georgia
$252K +$22.9K +23 +9%
HWM
3856
Horizon Wealth Management
Illinois
$251K – – –
MWA
3857
Monograph Wealth Advisors
California
$250K -$308K -309 -54%
AFAS
3858
Acorn Financial Advisory Services
Virginia
$250K -$24.9K -25 -9%
JHC
3859
J. Hagan Capital
Kentucky
$249K +$15.9K +16 +6%
WBG
3860
Wharton Business Group
Pennsylvania
$249K – – –
PCM
3861
Payne Capital Management
New York
$249K +$265K +266 New
IA
3862
IMZ Advisory
Florida
$249K -$53.8K -54 -17%
SPWM
3863
Smith Partners Wealth Management
North Carolina
$249K – – –
CP
3864
Castleview Partners
Texas
$249K +$6.97K +7 +3%
JF
3865
JMN Financial
Ohio
$248K -$204K -205 -44%
TCFP
3866
Treasure Coast Financial Planning
Florida
$248K – – –
HHRDM
3867
H&H Retirement Design & Management
Nevada
$247K -$214K -215 -46%
CC
3868
Citrine Capital
California
$247K +$1.99K +2 +0.8%
CIG
3869
Cullen Investment Group
Louisiana
$246K – – –
LCC
3870
Lincoln Capital Corp
Rhode Island
$246K – – –
PK
3871
Pflug Koory
Nebraska
$246K – – –
VRM
3872
Vectors Research Management
New York
$246K – – –
MM
3873
MQS Management
New York
$245K -$727K -730 -74%
BDPWM
3874
Barnes Dennig Private Wealth Management
Ohio
$245K -$14.9K -15 -5%
LIP
3875
Lynch Investment Planning
Pennsylvania
$245K +$22.9K +23 +10%
153 154
155
156 157