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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
2051
Castle Rock Wealth Management
California
$1M -$36.2K -61 -4%
ZB
2052
Zions Bancorporation
Utah
$997K -$48K -81 -5%
WFC
2053
Western Financial Corp
California
$996K -$72.9K -123 -8%
HFS
2054
HBC Financial Services
Washington
$996K – – –
CPA
2055
Cardiff Park Advisors
California
$996K +$26.7K +45 +3%
HA
2056
Herold Advisors
New York
$995K -$119K -200 -12%
EFA
2057
Evernest Financial Advisors
Indiana
$994K +$893K +1,506 New
NJIM
2058
Nabity-Jensen Investment Management
Nebraska
$993K +$892K +1,505 New
WA
2059
Wealth Alliance
New York
$993K -$59.9K -101 -6%
PFSC
2060
Peoples Financial Services Corp
Pennsylvania
$990K +$5.93K +10 +0.7%
BSSFA
2061
Baron Silver Stevens Financial Advisors
Florida
$989K +$2.96K +5 +0.3%
AIC
2062
Archer Investment Corporation
Indiana
$988K – – –
CG
2063
Corundum Group
Colorado
$988K +$20.7K +35 +2%
GG
2064
Gleason Group
Kentucky
$987K +$1.78K +3 +0.2%
GWWM
2065
Great Waters Wealth Management
Minnesota
$986K +$40.9K +69 +5%
DA
2066
Drake & Associates
Wisconsin
$984K -$88.3K -149 -9%
IDBONY
2067
Israel Discount Bank of New York
New York
$984K -$63.4K -107 -7%
FA
2068
FDx Advisors
Illinois
$982K -$257K -433 -23%
ISL
2069
Ingalls & Snyder LLC
New York
$981K -$65.2K -110 -7%
CFD
2070
Creative Financial Designs
Indiana
$977K -$71.1K -120 -8%
HT
2071
Heritage Trust
Oklahoma
$976K +$26.1K +44 +3%
APA
2072
Astoria Portfolio Advisors
New York
$975K -$10.1K -17 -1%
TIA
2073
Traphagen Investment Advisors
New Jersey
$975K +$41.5K +70 +5%
PCS
2074
Personal CFO Solutions
New Jersey
$974K +$289K +487 +49%
DAM
2075
Draper Asset Management
New York
$974K +$226K +382 +35%
81 82
83
84 85