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COST

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