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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
4076
Moisand Fitzgerald Tamayo
Florida
$112K – – –
LAS
4077
Lloyd Advisory Services
Georgia
$111K +$36.9K +37 +45%
FA
4078
Fountainhead AM
New Jersey
$109K +$14.9K +15 +15%
CB
4079
Community Bank
New York
$108K +$14.9K +15 +15%
NWM
4080
Nova Wealth Management
Florida
$107K -$139K -140 -55%
BAM
4081
Byrne Asset Management
New Jersey
$107K -$54.8K -55 -33%
SWIM
4082
Smallwood Wealth Investment Management
New Jersey
$106K -$2.99K -3 -3%
MFP
4083
Meramec Financial Planners
Missouri
$105K +$79.7K +80 +267%
RS
4084
Rakuten Securities
Japan
$103K -$29.9K -30 -21%
WA
4085
Walsh & Associates
Florida
$100K +$39.9K +40 +60%
QWM
4086
Quaker Wealth Management
New Jersey
$97.3K – – –
HPWM
4087
High Point Wealth Management
New Jersey
$96.7K – – –
POIA
4088
Pin Oak Investment Advisors
Texas
$96K +$2.99K +3 +3%
HIW
4089
Holos Integrated Wealth
Pennsylvania
$94.8K – – –
HHGA
4090
Halbert Hargrove Global Advisors
California
$94.4K -$9.96K -10 -9%
NSG
4091
Nalls Sherbakoff Group
Tennessee
$93.7K – – –
NIM
4092
Nexus Investment Management
Ontario, Canada
$93.5K – – –
TWM
4093
Timmons Wealth Management
Massachusetts
$92.4K – – –
PG
4094
Proffitt & Goodson
Tennessee
$91.7K – – –
MPW
4095
MASECO Private Wealth
$88.5K – – –
CWA
4096
Carolina Wealth Advisors
South Carolina
$85.1K – – –
RG
4097
RHL Group
Michigan
$85.1K +$7.97K +8 +10%
VWA
4098
VSM Wealth Advisory
Maryland
$84.1K – – –
HIA
4099
Highland Investment Advisors
Florida
$84.1K +$89.7K +90 New
KG
4100
Kilter Group
New York
$81.4K +$15.9K +16 +23%
162 163
164
165 166