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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
3976
CDKV Holdings
Colorado
$123K +$129K +142 New
TAM
3977
Tucker Asset Management
Colorado
$122K -$105K -116 -45%
MAS
3978
MPWM Advisory Solutions
Georgia
$121K +$75.2K +83 +143%
VWA
3979
VSM Wealth Advisory
Maryland
$120K +$906 +1 +0.7%
HAP
3980
Harbor Asset Planning
Massachusetts
$119K – – –
RCM
3981
Richardson Capital Management
Wisconsin
$113K – – –
NECFA
3982
New England Capital Financial Advisors
Connecticut
$113K +$906 +1 +0.8%
PWM
3983
Peck Wealth Management
New York
$111K – – –
S
3984
Sachetta
Massachusetts
$110K -$960K -1,059 -89%
LAS
3985
Lloyd Advisory Services
Georgia
$109K +$114K +126 New
GFA
3986
Godfrey Financial Associates
New York
$109K +$114K +126 New
RBC
3987
Roble Belko & Company
Pennsylvania
$106K – – –
MFT
3988
Moisand Fitzgerald Tamayo
Florida
$103K -$1.81K -2 -2%
CFM
3989
Cornerstone Financial Management
Massachusetts
$103K +$109K +120 New
LC
3990
Luminist Capital
Michigan
$103K – – –
DFA
3991
DHJJ Financial Advisors
Illinois
$100K – – –
SWIM
3992
Smallwood Wealth Investment Management
New Jersey
$100K -$13.6K -15 -11%
JTBR
3993
James T. Borello RIA
Illinois
$100K +$22.7K +25 +27%
POIA
3994
Pin Oak Investment Advisors
Texas
$100K – – –
C
3995
Covestor
United Kingdom
$98K -$4.53K -5 -4%
SG
3996
Sankala Group
Colorado
$96K +$86.1K +95 New
CCP
3997
Caden Capital Partners
California
$95.7K +$101K +111 New
HHGA
3998
Halbert Hargrove Global Advisors
California
$95.7K -$19K -21 -16%
BGAI
3999
Bruce G. Allen Investments
Colorado
$94K +$12.7K +14 +15%
WWA
4000
Wealth Watch Advisors
Colorado
$93.1K +$19.9K +22 +26%
158 159
160
161 162