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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4101
Marshall Investment Management
Colorado
$118K +$25.9K +26 +26%
GFA
4102
Godfrey Financial Associates
New York
$117K -$996 -1 -0.8%
RBC
4103
Roble Belko & Company
Pennsylvania
$115K -$13K -13 -10%
SOW
4104
State of Wyoming
Wyoming
$114K -$11K -11 -8%
LC
4105
Luminist Capital
Michigan
$114K +$122K +122 New
MFT
4106
Moisand Fitzgerald Tamayo
Florida
$112K – – –
LAS
4107
Lloyd Advisory Services
Georgia
$111K +$36.9K +37 +45%
FA
4108
Fountainhead AM
New Jersey
$109K +$14.9K +15 +15%
CB
4109
Community Bank
New York
$108K +$14.9K +15 +15%
NWM
4110
Nova Wealth Management
Florida
$107K -$139K -140 -55%
BAM
4111
Byrne Asset Management
New Jersey
$107K -$54.8K -55 -33%
SWIM
4112
Smallwood Wealth Investment Management
New Jersey
$106K -$2.99K -3 -3%
MFP
4113
Meramec Financial Planners
Missouri
$105K +$79.7K +80 +267%
RS
4114
Rakuten Securities
Japan
$103K -$29.9K -30 -21%
CTWM
4115
Cherry Tree Wealth Management
Minnesota
$101K – – –
WA
4116
Walsh & Associates
Florida
$100K +$39.9K +40 +60%
QWM
4117
Quaker Wealth Management
New Jersey
$97.3K – – –
HPWM
4118
High Point Wealth Management
New Jersey
$96.7K – – –
POIA
4119
Pin Oak Investment Advisors
Texas
$96K +$2.99K +3 +3%
HIW
4120
Holos Integrated Wealth
Pennsylvania
$94.8K – – –
HHGA
4121
Halbert Hargrove Global Advisors
California
$94.4K -$9.96K -10 -9%
NSG
4122
Nalls Sherbakoff Group
Tennessee
$93.7K – – –
NIM
4123
Nexus Investment Management
Ontario, Canada
$93.5K – – –
TWM
4124
Timmons Wealth Management
Massachusetts
$92.4K – – –
PG
4125
Proffitt & Goodson
Tennessee
$91.7K – – –
163 164
165
166 167