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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2351
Mine & Arao Wealth Creation & Management
California
$24K – – –
EWM
2352
Edge Wealth Management
New York
$22K -$355K -938 -94%
CTB
2353
Country Trust Bank
Illinois
$22K – – –
DWA
2354
Dougherty Wealth Advisers
Minnesota
$21K – – –
IWP
2355
IAG Wealth Partners
Wisconsin
$21K – – –
RFWA
2356
RPg Family Wealth Advisory
Massachusetts
$20.2K +$19.3K +51 New
CPFP
2357
Clear Perspectives Financial Planning
Ohio
$20K – – –
FI
2358
FormulaFolio Investments
Michigan
$20K – – –
TAM
2359
Tucker Asset Management
Colorado
$19.8K – – –
HL
2360
Harding Loevner
New Jersey
$19K – – –
LAM
2361
Lountzis Asset Management
Pennsylvania
$19K – – –
GKIM
2362
GW&K Investment Management
Massachusetts
$17K +$16.3K +43 New
APC
2363
Aspire Private Capital
North Carolina
$16K – – –
SA
2364
SRH Advisors
Kansas
$16K – – –
JPLA
2365
Joseph P. Lucia & Associates
New York
$16K +$9.45K +25 +167%
MFT
2366
Moisand Fitzgerald Tamayo
Florida
$14K – – –
RG
2367
Retirement Group
California
$12K -$35.5K -94 -75%
CMBA
2368
C.M. Bidwell & Associates
Hawaii
$12K – – –
FPB
2369
First PREMIER Bank
South Dakota
$12K +$11.3K +30 New
FPW
2370
Flagship Private Wealth
Massachusetts
$11.3K – – –
KFP
2371
KB Financial Partners
New Jersey
$11K -$26.1K -69 -70%
AW
2372
Avion Wealth
Texas
$11K – – –
SWG
2373
Summit Wealth Group
Vermont
$10K -$63.9K -169 -87%
SMG
2374
Spectrum Management Group
Indiana
$10K – – –
DWA
2375
Delos Wealth Advisors
Texas
$9K +$8.32K +22 New
93 94
95
96 97