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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2151
Wittenberg Investment Management
Massachusetts
$426K -$5.07K -10 -1%
SWM
2152
Soundmark Wealth Management
Washington
$425K +$74.6K +147 +20%
NFC
2153
Northeast Financial Consultants
Connecticut
$423K -$9.13K -18 -2%
LJAC
2154
L.J. Altfest & Co
New York
$423K – – –
PCM
2155
Poehling Capital Management
Wisconsin
$423K – – –
PCS
2156
Personal CFO Solutions
New Jersey
$422K -$9.64K -19 -2%
BIP
2157
Blueprint Investment Partners
North Carolina
$421K -$154K -303 -26%
CAL
2158
Capital Advisors Ltd
Ohio
$421K +$35.5K +70 +9%
FWP
2159
Falcon Wealth Planning
California
$421K +$180K +355 +68%
SDH
2160
Sloy Dahl & Holst
Washington
$420K – – –
WPC
2161
White Pine Capital
Minnesota
$417K +$33K +65 +8%
SAS
2162
Stelac Advisory Services
New York
$417K +$202K +399 +85%
GC
2163
GFG Capital
Florida
$416K -$38.6K -76 -8%
CWM
2164
CCG Wealth Management
California
$416K +$15.7K +31 +4%
MW
2165
Marcum Wealth
Ohio
$416K +$30.9K +61 +8%
MA
2166
Mezzasalma Advisors
New Jersey
$416K +$152K +300 +53%
CAM
2167
Cidel Asset Management
Ontario, Canada
$415K – – –
WW
2168
Westshore Wealth
California
$415K – – –
LFA
2169
Legacy Financial Advisors
Kentucky
$413K -$78.6K -155 -15%
BWM
2170
BCS Wealth Management
Tennessee
$413K +$128K +253 +42%
GSIS
2171
Global Strategic Investment Solutions
Arizona
$412K -$403K -794 -48%
PFWA
2172
Paces Ferry Wealth Advisors
Georgia
$412K +$7.1K +14 +2%
HI
2173
Hoey Investments
Pennsylvania
$411K -$57.3K -113 -12%
SIA
2174
SkyView Investment Advisors
New Jersey
$411K -$17.8K -35 -4%
RP
2175
Riverbridge Partners
Minnesota
$411K – – –
85 86
87
88 89