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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2301
Charter Oak Capital Management
New Hampshire
$30K – – –
CFN
2302
Cordasco Financial Network
Florida
$30K +$29.2K +84 New
SJIM
2303
St. Johns Investment Management
Florida
$27K +$26.5K +76 New
FWM
2304
Filbrandt Wealth Management
Wisconsin
$26K – – –
LGWM
2305
Litman Gregory Wealth Management
California
$26K – – –
YAL
2306
Your Advocates Ltd
Texas
$26K – – –
AIA
2307
Arcadia Investment Advisors
Idaho
$25.9K +$172K +495 +9,900%
DCM
2308
Disciplina Capital Management
Tennessee
$25.8K +$9.4K +27 +59%
RA
2309
Resolute Advisors
California
$25K +$39K +112 +933%
CAGAS
2310
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
SC
2311
Steph & Co
Wisconsin
$22K +$1.04K +3 +5%
FMP
2312
Financial Management Professionals
Texas
$21K -$57.8K -166 -74%
MAWCM
2313
Mine & Arao Wealth Creation & Management
California
$21K – – –
SSWG
2314
Seven Springs Wealth Group
Tennessee
$21K – – –
FI
2315
FormulaFolio Investments
Michigan
$19K -$2.92M -8,401 -99%
M1FG
2316
Mach-1 Financial Group
Arkansas
$19K -$1.1M -3,170 -98%
CTB
2317
Country Trust Bank
Illinois
$19K – – –
CL
2318
COWA LLC
Oklahoma
$19K – – –
IWP
2319
IAG Wealth Partners
Wisconsin
$19K – – –
CPFP
2320
Clear Perspectives Financial Planning
Ohio
$18K – – –
DWA
2321
Dougherty Wealth Advisers
Minnesota
$18K – – –
WFA
2322
West Financial Advisors
Iowa
$18K – – –
TAM
2323
Tucker Asset Management
Colorado
$17.6K -$4.18K -12 -19%
LAM
2324
Lountzis Asset Management
Pennsylvania
$17.6K – – –
HI
2325
Human Investing
Oregon
$17K -$4.53K -13 -22%
91 92
93
94 95