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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
2251
Paradigm Strategies in Wealth Management
Minnesota
$70K +$69.6K +200 New
APWA
2252
Atlas Private Wealth Advisors
New Jersey
$69K -$2.79K -8 -4%
IFA
2253
Interactive Financial Advisors
Illinois
$69K – – –
IAS
2254
IMA Advisory Services
Colorado
$68K – – –
SWG
2255
Summit Wealth Group
Vermont
$68K +$67.5K +194 New
WWMSC
2256
Wagner Wealth Management (South Carolina)
South Carolina
$68K +$67.5K +194 New
EIM
2257
Essex Investment Management
Massachusetts
$63K – – –
SQA
2258
Simon Quick Advisors
New Jersey
$63K – – –
GCM
2259
Gables Capital Management
Florida
$62K – – –
SL
2260
Savior LLC
Massachusetts
$62K – – –
VCM
2261
Versant Capital Management
Arizona
$62K +$35.5K +102 +140%
WIM
2262
Westside Investment Management
California
$61.9K +$26.1K +75 +10%
APW
2263
Acima Private Wealth
Virginia
$60K – – –
LWA
2264
Lowe Wealth Advisors
Maryland
$60K – – –
MWP
2265
Meridian Wealth Partners
Pennsylvania
$60K +$16.7K +48 +39%
TFIPS
2266
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.4K – – –
CWA
2267
Carolina Wealth Advisors
South Carolina
$56K – – –
JAM
2268
JCIC Asset Management
Ontario, Canada
$55K – – –
RIM
2269
Rockbridge Investment Management
New York
$55K – – –
SSC
2270
Syverson Strege & Co
Iowa
$54K – – –
RFMS
2271
RWQ Financial Management Services
Florida
$53K -$174K -500 -77%
PCA
2272
Providence Capital Advisors
North Carolina
$53K -$16.4K -47 -24%
FFW
2273
Fusion Family Wealth
New York
$53K – – –
MAM
2274
Marquette Asset Management
Minnesota
$53K – – –
PFA
2275
Professional Financial Advisors
Nebraska
$53K – – –
89 90
91
92 93