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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
2276
Mountain Capital Investment Advisors
Colorado
$213K -$121K -276 -37%
AIC
2277
Ayalon Insurance Company
Israel
$213K – – –
BS
2278
Bessemer Securities
New York
$213K – – –
RAM
2279
Riggs Asset Management
Pennsylvania
$213K – – –
NDSI
2280
Newman Dignan & Sheerar Inc
Rhode Island
$213K +$208K +473 New
CWM
2281
Chesapeake Wealth Management
Virginia
$213K +$208K +474 New
PLFAM
2282
Pineno Levin & Ford Asset Management
Virginia
$213K +$209K +475 New
SFP
2283
Sandbox Financial Partners
Maryland
$210K +$205K +466 New
SIS
2284
Sound Income Strategies
Florida
$209K +$6.15K +14 +3%
LC
2285
Landaas & Company
Wisconsin
$209K +$204K +465 New
JLBC
2286
J.L. Bainbridge & Co
Florida
$209K +$205K +466 New
FWM
2287
Focused Wealth Management
New York
$208K – – –
ACP
2288
Aveo Capital Partners
Colorado
$208K +$203K +462 New
SHJ
2289
Sharkey, Howes & Javer
Colorado
$208K +$203K +462 New
AWM
2290
Aevitas Wealth Management
Massachusetts
$205K +$200K +455 New
IA
2291
Inspire Advisors
Idaho
$205K +$200K +455 New
FF
2292
Friedenthal Financial
New Jersey
$205K +$200K +456 New
SCM
2293
Stonehearth Capital Management
Massachusetts
$205K +$200K +456 New
4WM
2294
4J Wealth Management
Virginia
$204K +$199K +453 New
CAL
2295
Capital Advisors Ltd
Ohio
$203K – – –
IP
2296
Isthmus Partners
Wisconsin
$203K – – –
BCM
2297
Bourgeon Capital Management
Connecticut
$202K – – –
WLPWM
2298
Walled Lake Planning & Wealth Management
Illinois
$202K +$73.4K +167 +59%
OBWG
2299
Onyx Bridge Wealth Group
New York
$202K +$192K +437 New
CWA
2300
Centennial Wealth Advisory
Michigan
$202K +$198K +450 New
90 91
92
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