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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2301
Carolina Wealth Advisors
South Carolina
$63K – – –
RIM
2302
Rockbridge Investment Management
New York
$62K – – –
CWM
2303
Cedar Wealth Management
California
$61K +$5.67K +15 +11%
DOA
2304
D'Orazio & Associates
Virginia
$60K – – –
SSC
2305
Syverson Strege & Co
Iowa
$60K – – –
PFA
2306
Professional Financial Advisors
Nebraska
$60K +$378 +1 +0.7%
VRM
2307
Vectors Research Management
New York
$59K -$30.3K -80 -35%
MAM
2308
Marquette Asset Management
Minnesota
$59K – – –
PCA
2309
Providence Capital Advisors
North Carolina
$59K – – –
IBOK
2310
Independence Bank of Kentucky
Kentucky
$59K +$3.78K +10 +7%
HGWM
2311
Harvest Group Wealth Management
Massachusetts
$59K +$56.7K +150 New
AFS
2312
Annapolis Financial Services
Maryland
$58K -$29.9K -79 -35%
IFAM
2313
Institutional & Family Asset Management
Colorado
$57K -$59K -156 -52%
AA
2314
Addison Advisors
Vermont
$55K +$52.9K +140 New
PCH
2315
PGIM Custom Harvest
New Jersey
$54K +$378 +1 +0.7%
PSB
2316
Piscataqua Savings Bank
New Hampshire
$53K -$2.27K -6 -4%
SL
2317
Savior LLC
Massachusetts
$51K -$18.5K -49 -28%
MUMSS
2318
Mitsubishi UFJ Morgan Stanley Securities
Japan
$51K +$49.2K +130 New
POIA
2319
Pin Oak Investment Advisors
Texas
$49K – – –
RA
2320
Resolute Advisors
California
$49K – – –
FWM
2321
FFT Wealth Management
Pennsylvania
$48K +$45.8K +121 New
ST
2322
Sageworth Trust
Pennsylvania
$46K -$43.5K -115 -50%
CB
2323
Community Bank
New York
$46K – – –
RCC
2324
Red Cedar Capital
Nebraska
$46K – – –
BDWM
2325
Brewin Dolphin Wealth Management
Ireland
$45.5K – – –
91 92
93
94 95