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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2251
Eagle Wealth Advisors
Connecticut
$1.55M +$235K +241 +18%
CWM
2252
Centurion Wealth Management
Virginia
$1.55M -$526K -540 -26%
YP
2253
YANKCOM Partnership
South Dakota
$1.55M +$121K +124 +9%
CC
2254
Cornerstone Capital
California
$1.55M +$1.18M +1,215 +361%
PCS
2255
Personal CFO Solutions
New Jersey
$1.54M +$62.4K +64 +4%
BEW
2256
Burton Enright Welch
California
$1.54M +$113K +116 +8%
IWM
2257
Iams Wealth Management
Nebraska
$1.54M +$826K +848 +122%
KFGK
2258
Keystone Financial Group (Kentucky)
Kentucky
$1.53M +$81.9K +84 +6%
HWM
2259
Howard Wealth Management
Connecticut
$1.53M +$862K +885 +136%
BWA
2260
Basecamp Wealth Advisors
Washington
$1.53M +$13.6K +14 +0.9%
AIM
2261
Aspen Investment Management
Michigan
$1.53M +$37K +38 +3%
HBT
2262
Heartland Bank & Trust
Illinois
$1.52M +$46.8K +48 +3%
HTHT
2263
Hemenway Trust Hemenway Trust
New Hampshire
$1.52M – – –
OCM
2264
Orleans Capital Management
Louisiana
$1.52M -$2.66M -2,730 -64%
CAP
2265
Columbia Advisory Partners
Washington
$1.51M +$14.6K +15 +1%
LI
2266
LVZ Inc
Michigan
$1.51M +$43.9K +45 +3%
3IP
2267
3Chopt Investment Partners
Virginia
$1.51M +$106K +109 +8%
BCG
2268
BayBridge Capital Group
California
$1.5M – – –
NFA
2269
Northern Financial Advisors
Michigan
$1.5M +$659K +676 +81%
CCG
2270
Coastwise Capital Group
California
$1.5M +$100K +103 +7%
NG
2271
Navigation Group
California
$1.5M +$1.46M +1,501 New
CFGW
2272
Chancellor Financial Group WB
Pennsylvania
$1.49M +$73.1K +75 +5%
LA
2273
LexAurum Advisors
Kansas
$1.49M +$1.46M +1,498 New
DE
2274
Defiance ETFs
New York
$1.49M +$1.46M +1,497 New
CMI
2275
Clare Market Investments
Texas
$1.49M +$1.46M +1,494 New
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