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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2151
Silverlake Wealth Management
Vermont
$1.01M -$103K -144 -9%
TWP
2152
Tempus Wealth Planning
California
$1.01M +$94.9K +133 +11%
SCA
2153
Scott Capital Advisors
Oregon
$1.01M +$47.1K +66 +5%
WPA
2154
West Paces Advisors
Georgia
$1.01M +$81.4K +114 +9%
CFS
2155
CRA Financial Services
New Jersey
$1.01M +$9.28K +13 +1%
OWA
2156
ORBA Wealth Advisors
Illinois
$1.01M – – –
HT
2157
Heritage Trust
Oklahoma
$1.01M -$76.4K -107 -7%
MWM
2158
MorganRosel Wealth Management
Colorado
$1M +$243K +341 +33%
FNT
2159
First Nebraska Trust
Nebraska
$1M -$6.42K -9 -0.7%
RFA
2160
Resurgent Financial Advisors
Georgia
$1M +$9.99K +14 +1%
SIAG
2161
Safeguard Investment Advisory Group
California
$1M -$32.8K -46 -3%
CFS
2162
Coordinated Financial Services
Colorado
$1M +$977K +1,369 New
CIS
2163
Custom Index Systems
New York
$1M +$408K +571 +72%
FF
2164
Friedenthal Financial
New Jersey
$998K +$771K +1,080 +382%
OC
2165
Oarsman Capital
Wisconsin
$993K +$6.42K +9 +0.7%
SRWM
2166
Shira Ridge Wealth Management
California
$993K -$7.85K -11 -0.8%
SP
2167
Stonebrook Private
Michigan
$988K +$172K +241 +22%
APA
2168
Astoria Portfolio Advisors
New York
$988K +$2.14K +3 +0.2%
SRC
2169
Sage Rhino Capital
California
$988K -$714 -1 -0.1%
RIM
2170
Redwood Investment Management
Arizona
$987K -$323K -453 -25%
HFRG
2171
Houlihan Financial Resource Group
Virginia
$986K – – –
BSSFA
2172
Baron Silver Stevens Financial Advisors
Florida
$985K -$109K -153 -10%
MS
2173
Marshall & Sullivan
Washington
$981K +$714 +1 +0.1%
BWP
2174
BSW Wealth Partners
Colorado
$980K -$66.4K -93 -7%
LWANC
2175
Laurel Wealth Advisors (North Carolina)
North Carolina
$978K +$76.4K +107 +9%
85 86
87
88 89