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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3976
Mystic Asset Management
Rhode Island
$207K -$17.9K -18 -8%
3FI
3977
3 Factor Indexing
California
$207K – – –
CIM
3978
Catalyst Investment Management
New Hampshire
$207K +$220K +221 New
PWM
3979
Penobscot Wealth Management
Maine
$207K -$124K -124 -36%
APC
3980
Aspire Private Capital
North Carolina
$206K – – –
WWM
3981
Westwood Wealth Management
California
$206K – – –
GTWM
3982
Global Trust Wealth Management
Florida
$206K -$9.96K -10 -4%
JFG
3983
JDM Financial Group
Texas
$206K – – –
WWC
3984
Waypoint Wealth Counsel
Georgia
$206K -$86.7K -87 -28%
VWA
3985
Valued Wealth Advisors
Utah
$205K +$3.98K +4 +2%
RFN
3986
Redwood Financial Network
Ohio
$205K -$996 -1 -0.5%
GSC
3987
G&S Capital
Colorado
$205K -$2.99K -3 -1%
FS
3988
Financially Speaking
Colorado
$204K – – –
PWM
3989
Proathlete Wealth Management
Florida
$204K – – –
FFP
3990
Freedom Financial Partners
Minnesota
$204K – – –
VPF
3991
Vantage Point Financial
Illinois
$204K +$11K +11 +5%
EWM
3992
Edge Wealth Management
New York
$204K – – –
PWS
3993
Precision Wealth Strategies
Missouri
$203K -$1.99K -2 -0.9%
MWA
3994
Martel Wealth Advisors
Washington
$203K -$11K -11 -5%
PCMC
3995
Paragon Capital Management (Colorado)
Colorado
$203K -$4.98K -5 -2%
IP
3996
Isthmus Partners
Wisconsin
$202K – – –
PWM
3997
Provident Wealth Management
Tennessee
$202K +$215K +216 New
RI
3998
Ridgewood Investments
New Jersey
$202K +$215K +216 New
OCG
3999
Opus Capital Group
Ohio
$202K – – –
VDC
4000
Van Diest Capital
Iowa
$202K -$17.9K -18 -8%
158 159
160
161 162