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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
4101
Sankala Group
Colorado
$81.1K -$11K -11 -12%
FFG
4102
Forum Finance Group
$81K +$107K +107 New
LC
4103
Lavaca Capital
Texas
$79.5K – – –
UFF
4104
USA Financial Formulas
Michigan
$79.5K +$84.7K +85 New
KPP
4105
Kings Path Partners
Texas
$78.6K – – –
FF
4106
Friedenthal Financial
New Jersey
$77.9K +$11K +11 +15%
SRCM
4107
Signature Resources Capital Management
California
$76.9K +$26.9K +27 +49%
GWM
4108
Gilpin Wealth Management
Colorado
$76.7K – – –
BTC
4109
Bank & Trust Company
Illinois
$75.8K – – –
CIAS
4110
CBIZ Investment Advisory Services
Ohio
$75.7K – – –
AIM
4111
Axiom Investment Management
New York
$74.8K – – –
FFA
4112
Frazier Financial Advisors
Ohio
$72.2K +$17.9K +18 +31%
BWM
4113
Benson Wealth Management
Tennessee
$72K – – –
RWM
4114
Raffa Wealth Management
District of Columbia
$71.1K +$19.9K +20 +36%
APW
4115
Atlantic Private Wealth
North Carolina
$70.2K – – –
RAM
4116
Ramirez Asset Management
New York
$70.2K – – –
APW
4117
Acima Private Wealth
Virginia
$67.4K – – –
BIM
4118
Breakwater Investment Management
Washington
$63.6K – – –
NF
4119
Napier Financial
Massachusetts
$63.6K -$1.99K -2 -3%
LHEI
4120
Leo H. Evart Inc
California
$62.8K – – –
SVWA
4121
Sarver Vrooman Wealth Advisors
Missouri
$60.3K – – –
LFASL
4122
Lugano Financial Advisors SA (LFA)
Switzerland
$59.9K +$32.9K +33 +106%
C
4123
Covestor
United Kingdom
$59K -$3.98K -4 -6%
MUMSS
4124
Mitsubishi UFJ Morgan Stanley Securities
Japan
$58.9K -$128K -128 -67%
AP
4125
Aspect Partners
Virginia
$58.9K -$4.98K -5 -7%
163 164
165
166 167