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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
2251
Park Edge Advisors
Ohio
$404K +$432K +885 New
PI
2252
Pachira Investments
California
$404K +$24.9K +51 +6%
SCFS
2253
S.C. Financial Services
Arizona
$403K +$28.8K +59 +7%
NFC
2254
Northeast Financial Consultants
Connecticut
$403K – – –
PMG
2255
Private Management Group
California
$402K +$26.4K +54 +7%
GHA
2256
GW Henssler & Associates
Georgia
$401K +$5.86K +12 +1%
AT
2257
Arvest Trust
Oklahoma
$400K +$63.5K +130 +17%
CC
2258
Callan Capital
California
$400K -$172K -351 -29%
CCB
2259
Cutter & Co Brokerage
Missouri
$400K -$86K -176 -17%
TFA
2260
Trinity Financial Advisors
Ohio
$399K -$5.38K -11 -1%
TWA
2261
Tandem Wealth Advisors
Arizona
$399K +$427K +874 New
VW
2262
Vantage Wealth
California
$399K +$427K +873 New
SAS
2263
Stelac Advisory Services
New York
$398K – – –
IWN
2264
Independent Wealth Network
Iowa
$398K +$46.4K +95 +12%
CBA
2265
Coastal Bridge Advisors
Connecticut
$397K +$28.3K +58 +7%
MLL
2266
Moody Lynn & Lieberson
Massachusetts
$397K -$4.32M -8,847 -91%
PFA
2267
Pettinga Financial Advisors
Indiana
$397K +$977 +2 +0.2%
MCM
2268
Monarch Capital Management
Indiana
$396K -$288K -590 -40%
EW
2269
Evoke Wealth
California
$396K +$71.3K +146 +20%
CAM
2270
Cidel Asset Management
Ontario, Canada
$395K – – –
DA
2271
Dover Advisors
Virginia
$395K +$422K +864 New
AIC
2272
Archer Investment Corporation
Indiana
$394K -$35.7K -73 -8%
PCM
2273
Poehling Capital Management
Wisconsin
$394K – – –
SBWIC
2274
Schaper Benz & Wise Investment Counsel
Wisconsin
$393K +$157K +322 +60%
FWM
2275
Fairhaven Wealth Management
Illinois
$393K -$13.7K -28 -3%
89 90
91
92 93