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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1876
Continuum Advisory
Idaho
$261K +$20.2K +60 +9%
VWA
1877
Visionary Wealth Advisors
Illinois
$261K +$247K +736 New
IIA
1878
IPG Investment Advisors
California
$260K +$1.68K +5 +0.7%
GCP
1879
Gill Capital Partners
Colorado
$260K – – –
IWS
1880
Insight Wealth Strategies
California
$259K +$245K +730 New
UAS
1881
United Asset Strategies
New York
$258K – – –
KFA
1882
Kelleher Financial Advisors
New York
$258K +$244K +727 New
CAM
1883
Cidel Asset Management
Ontario, Canada
$257K +$5.71K +17 +2%
BWM
1884
BerganKDV Wealth Management
Minnesota
$257K +$16.8K +50 +7%
XWM
1885
Xcel Wealth Management
Florida
$255K -$73.9K -220 -23%
SM
1886
Sciencast Management
New Jersey
$255K +$227K +675 New
SDH
1887
Sloy Dahl & Holst
Washington
$254K -$20.2K -60 -8%
BBWA
1888
Bell & Brown Wealth Advisors
California
$254K -$3.02K -9 -1%
PWM
1889
PBMares Wealth Management
Virginia
$254K – – –
FMT
1890
First Mercantile Trust
Tennessee
$252K -$47K -140 -17%
ET
1891
Equitable Trust
Tennessee
$252K – – –
SWP
1892
Strategic Wealth Partners
Ohio
$251K +$238K +707 New
RCA
1893
Rex Capital Advisors
Rhode Island
$249K – – –
PWW
1894
Pettyjohn Wood & White
Virginia
$249K +$4.37K +13 +2%
CWM
1895
CCG Wealth Management
California
$249K +$10.1K +30 +4%
TW
1896
Towerpoint Wealth
California
$249K +$236K +702 New
DIP
1897
DT Investment Partners
Pennsylvania
$248K – – –
WSC
1898
Wellington Shields & Co
New York
$248K +$235K +700 New
LDB
1899
Lee, Danner & Bass
Tennessee
$247K -$8.4K -25 -3%
SDWMA
1900
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$2.02K +6 +0.9%
74 75
76
77 78