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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
4101
State of Wyoming
Wyoming
$133K -$124K -127 -49%
CFM
4102
Cornerstone Financial Management
Massachusetts
$131K +$10.7K +11 +9%
NECFA
4103
New England Capital Financial Advisors
Connecticut
$130K – – –
PWM
4104
Peck Wealth Management
New York
$129K – – –
GFA
4105
Godfrey Financial Associates
New York
$126K – – –
TLFA
4106
True Link Financial Advisors
California
$125K -$126K -129 -51%
BGAI
4107
Bruce G. Allen Investments
Colorado
$124K +$14.6K +15 +14%
MFT
4108
Moisand Fitzgerald Tamayo
Florida
$120K – – –
SWIM
4109
Smallwood Wealth Investment Management
New Jersey
$116K – – –
HHGA
4110
Halbert Hargrove Global Advisors
California
$111K – – –
DFA
4111
DHJJ Financial Advisors
Illinois
$110K -$5.85K -6 -5%
MWM
4112
Magnolia Wealth Management
Alabama
$109K +$106K +109 New
TWM
4113
TopTier Wealth Management
Wisconsin
$108K +$106K +109 New
CTWM
4114
Cherry Tree Wealth Management
Minnesota
$108K -$40K -41 -27%
WA
4115
Whipplewood Advisors
Colorado
$106K +$94.5K +97 +1,078%
QWM
4116
Quaker Wealth Management
New Jersey
$104K -$93.6K -96 -48%
HPWM
4117
High Point Wealth Management
New Jersey
$103K – – –
FA
4118
Fountainhead AM
New Jersey
$102K +$76K +78 +325%
MGI
4119
Miller Global Investments
Texas
$102K +$99.4K +102 New
HIW
4120
Holos Integrated Wealth
Pennsylvania
$101K – – –
POIA
4121
Pin Oak Investment Advisors
Texas
$100K – – –
NSG
4122
Nalls Sherbakoff Group
Tennessee
$99.6K – – –
NIM
4123
Nexus Investment Management
Ontario, Canada
$99.6K – – –
MIM
4124
Marshall Investment Management
Colorado
$99.6K +$97.5K +100 New
CB
4125
Community Bank
New York
$99.6K +$97.5K +100 New
163 164
165
166 167