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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2251
Gables Capital Management
Florida
$67K – – –
BWM
2252
Birchcreek Wealth Management
Ohio
$67K +$66.9K +179 New
HGWM
2253
Harvest Group Wealth Management
Massachusetts
$65K – – –
ICP
2254
Interchange Capital Partners
Pennsylvania
$65K +$65.4K +175 New
APW
2255
Acima Private Wealth
Virginia
$64K -$24.3K -65 -28%
LWA
2256
Lowe Wealth Advisors
Maryland
$64K – – –
LFG
2257
Larson Financial Group
Missouri
$63K +$1.87K +5 +3%
TFIPS
2258
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.3K +$59.8K +160 New
CWA
2259
Carolina Wealth Advisors
South Carolina
$60K – – –
RIM
2260
Rockbridge Investment Management
New York
$59K -$9.71K -26 -14%
JAM
2261
JCIC Asset Management
Ontario, Canada
$58K +$35.5K +95 +158%
FFW
2262
Fusion Family Wealth
New York
$57K – – –
MAM
2263
Marquette Asset Management
Minnesota
$57K – – –
PFA
2264
Professional Financial Advisors
Nebraska
$57K +$374 +1 +0.7%
SSC
2265
Syverson Strege & Co
Iowa
$57K +$56.8K +152 New
AA
2266
AlphaCentric Advisors
Puerto Rico
$55K -$4.48K -12 -8%
BC
2267
Belmont Capital
California
$55K – – –
AA
2268
Addison Advisors
Vermont
$55K +$54.6K +146 New
RG
2269
Retirement Group
California
$54K -$3.74K -10 -6%
CWM
2270
Cedar Wealth Management
California
$53K – – –
SFG
2271
Sowa Financial Group
Rhode Island
$50K – – –
PCH
2272
PGIM Custom Harvest
New Jersey
$49K +$50.4K +135 New
POIA
2273
Pin Oak Investment Advisors
Texas
$47K +$9.34K +25 +25%
AFS
2274
Annapolis Financial Services
Maryland
$47K +$46.7K +125 New
ETI
2275
Enterprise Trust & Investment
California
$46K – – –
89 90
91
92 93