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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
4026
Addison Advisors
Vermont
$175K -$182K -183 -49%
CPG
4027
Cornerstone Planning Group
New Jersey
$174K -$34.9K -35 -16%
FNWA
4028
Financial Network Wealth Advisors
Utah
$171K -$18.9K -19 -9%
GK
4029
Graney & King
New York
$168K +$6.97K +7 +4%
EIM
4030
Essex Investment Management
Massachusetts
$168K – – –
P
4031
Palladiem
Pennsylvania
$166K -$54.8K -55 -24%
CWM
4032
Consultiva Wealth Management
Puerto Rico
$162K – – –
VC
4033
Vestor Capital
Illinois
$160K -$370K -371 -36%
WAG
4034
Wilkerson Advisory Group
Missouri
$160K +$3.98K +4 +2%
PFO
4035
Pioneer Family Office
Florida
$159K – – –
DFA
4036
DHJJ Financial Advisors
Illinois
$156K +$56.8K +57 +52%
SFCL
4037
Strengthening Families & Communities LLC
Massachusetts
$156K +$6.97K +7 +4%
RIAS
4038
Rachor Investment Advisory Services
Michigan
$150K -$2.99K -3 -2%
KAS
4039
Kemnay Advisory Services
New York
$150K +$13K +13 +9%
TCM
4040
Timbuktu Capital Management
Massachusetts
$150K +$159K +160 New
JAM
4041
JCIC Asset Management
Ontario, Canada
$149K – – –
MWPCG
4042
Measured Wealth Private Client Group
New Hampshire
$148K – – –
BW
4043
Bravera Wealth
North Dakota
$148K -$11K -11 -7%
JGIA
4044
Jackson Grant Investment Advisers
Connecticut
$147K – – –
AEPWM
4045
Atlantic Edge Private Wealth Management
Florida
$146K -$5.98K -6 -4%
EP
4046
Essential Partners
California
$145K -$116K -116 -43%
KFG
4047
Kingdom Financial Group
Arizona
$144K +$70.7K +71 +87%
HHCP
4048
Hilton Head Capital Partners
South Carolina
$143K -$5.98K -6 -4%
MIFH
4049
Migdal Insurance & Financial Holdings
Israel
$143K – – –
CFM
4050
Cornerstone Financial Management
Massachusetts
$142K +$20.9K +21 +16%
160 161
162
163 164