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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3976
Synergy Investment Management
Florida
$213K +$152K +153 +225%
AWM
3977
Ariadne Wealth Management
California
$213K -$271K -272 -54%
CNBOF
3978
City National Bank of Florida
Florida
$213K +$227K +228 New
PFG
3979
Premier Financial Group
California
$213K +$227K +228 New
PM
3980
Pembroke Management
Quebec, Canada
$212K – – –
LAS
3981
LWM Advisory Services
Florida
$212K -$82.7K -83 -27%
PC
3982
Purewater Capital
Texas
$212K -$45.8K -46 -17%
CAU
3983
Caxton Associates (UK)
$211K -$2.11M -2,113 -90%
LW
3984
Libra Wealth
California
$211K -$23.9K -24 -10%
LGW
3985
Leslie Global Wealth
Illinois
$211K -$996 -1 -0.4%
SIA
3986
Serenity Investment Advisors
Illinois
$211K -$3.98K -4 -2%
OE
3987
OFS Enterprise
Nebraska
$211K +$6.97K +7 +3%
OBWA
3988
Oak Barrel Wealth Advisory
Virginia
$211K +$224K +225 New
FF
3989
Financial Futures
New Jersey
$210K – – –
PA
3990
Powerhouse Assets
Massachusetts
$210K – – –
SNBOSCI
3991
Security National Bank of Sioux City Iowa
Iowa
$210K – – –
MF
3992
Midwestern Financial
Iowa
$210K – – –
TCTWM
3993
Three Cord True Wealth Management
Pennsylvania
$210K – – –
KTM
3994
Keeler Thomas Management
Utah
$210K +$1.99K +2 +0.9%
CFC
3995
Coyle Financial Counsel
Illinois
$210K +$18.9K +19 +9%
EWA
3996
Exit Wealth Advisors
Georgia
$209K – – –
DCBT
3997
Dakota Community Bank & Trust
North Dakota
$209K -$996 -1 -0.4%
BDWCC
3998
B&D White Capital Company
Texas
$209K +$222K +223 New
MAM
3999
Mainsail Asset Management
Alabama
$208K +$220K +221 New
PD
4000
Planning Directions
Pennsylvania
$208K -$113K -113 -34%
158 159
160
161 162