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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2201
Triad Financial Advisors
North Carolina
$555K -$26.8K -53 -5%
ET
2202
Equitable Trust
Tennessee
$555K +$81.5K +161 +19%
PWMG
2203
Provence Wealth Management Group
California
$554K -$45.5K -90 -8%
TFA
2204
Trinity Financial Advisors
Ohio
$554K +$76.9K +152 +17%
KWM
2205
Kolinsky Wealth Management
New Jersey
$553K +$17.2K +34 +3%
BIM
2206
Barton Investment Management
Pennsylvania
$551K – – –
AWM
2207
Affinity Wealth Management
Delaware
$551K +$19.2K +38 +4%
IA
2208
IFG Advisors
Missouri
$549K – – –
PWG
2209
Portside Wealth Group
Utah
$549K +$516K +1,020 New
CWA
2210
Capital Wealth Alliance
Arizona
$547K +$4.05K +8 +0.8%
MFG
2211
Magnus Financial Group
New York
$547K +$3.04K +6 +0.6%
HCC
2212
Hirtle Callaghan & Co
Pennsylvania
$546K -$23.8K -47 -4%
CWC
2213
Carolinas Wealth Consulting
North Carolina
$546K -$46K -91 -1%
CWM
2214
Centric Wealth Management
Illinois
$545K +$137K +271 +36%
GWP
2215
Gateway Wealth Partners
Wisconsin
$544K -$20.2K -40 -4%
KCPG
2216
Kavar Capital Partners Group
Kansas
$543K +$18.2K +36 +4%
MCM
2217
Magnolia Capital Management
New York
$543K – – –
TFM
2218
TFC Financial Management
Massachusetts
$541K +$4.05K +8 +0.8%
PI
2219
PFS Investments
Georgia
$540K +$11.6K +23 +2%
EWG
2220
Executive Wealth Group
Washington
$539K +$506 +1 +0.1%
MUAMU
2221
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$538K +$506K +1,000 New
WC
2222
Waterloo Capital
Texas
$537K +$505K +998 New
CFO
2223
Callan Family Office
Pennsylvania
$536K +$10.1K +20 +2%
RA
2224
Ruggaard & Associates
Ohio
$534K – – –
WA
2225
Wealth Architects
California
$534K +$101K +200 +25%
87 88
89
90 91