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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
1L
4051
10Elms LLP
Oklahoma
$181K +$41.8K +42 +28%
FB
4052
First Bancorp
Maine
$181K +$193K +194 New
CG
4053
Curat Global
New Hampshire
$179K – – –
CWP
4054
Clark Wealth Partners
Illinois
$178K – – –
AA
4055
Addison Advisors
Vermont
$175K -$182K -183 -49%
CPG
4056
Cornerstone Planning Group
New Jersey
$174K -$34.9K -35 -16%
FNWA
4057
Financial Network Wealth Advisors
Utah
$171K -$18.9K -19 -9%
GK
4058
Graney & King
New York
$168K +$6.97K +7 +4%
EIM
4059
Essex Investment Management
Massachusetts
$168K – – –
P
4060
Palladiem
Pennsylvania
$166K -$54.8K -55 -24%
CWM
4061
Consultiva Wealth Management
Puerto Rico
$162K – – –
VC
4062
Vestor Capital
Illinois
$160K -$370K -371 -36%
WAG
4063
Wilkerson Advisory Group
Missouri
$160K +$3.98K +4 +2%
PFO
4064
Pioneer Family Office
Florida
$159K – – –
DFA
4065
DHJJ Financial Advisors
Illinois
$156K +$56.8K +57 +52%
SFCL
4066
Strengthening Families & Communities LLC
Massachusetts
$156K +$6.97K +7 +4%
RIAS
4067
Rachor Investment Advisory Services
Michigan
$150K -$2.99K -3 -2%
KAS
4068
Kemnay Advisory Services
New York
$150K +$13K +13 +9%
TCM
4069
Timbuktu Capital Management
Massachusetts
$150K +$159K +160 New
JAM
4070
JCIC Asset Management
Ontario, Canada
$149K – – –
MWPCG
4071
Measured Wealth Private Client Group
New Hampshire
$148K – – –
SNBOSD
4072
Security National Bank of So Dak
Iowa
$148K -$314K -315 -67%
BW
4073
Bravera Wealth
North Dakota
$148K -$11K -11 -7%
JGIA
4074
Jackson Grant Investment Advisers
Connecticut
$147K – – –
AEPWM
4075
Atlantic Edge Private Wealth Management
Florida
$146K -$5.98K -6 -4%
161 162
163
164 165