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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2401
Magnolia Capital Management
New York
$857K – – –
MWP
2402
Madison Wealth Partners
Wisconsin
$854K -$12.5K -16 -2%
BCG
2403
Breakwater Capital Group
New Jersey
$854K +$6.24K +8 +0.8%
AWM
2404
Affinity Wealth Management
Delaware
$852K +$8.58K +11 +1%
IFU
2405
iSAM Funds (UK)
United Kingdom
$852K +$782K +1,002 New
WKSWA
2406
White Knight Strategic Wealth Advisors
New Jersey
$851K -$10.1K -13 -1%
LWM
2407
LongView Wealth Management
Georgia
$851K -$7.02K -9 -0.9%
AWM
2408
Accurate Wealth Management
Florida
$850K +$53.8K +69 +7%
RTC
2409
Riverview Trust Company
Washington
$848K +$14.8K +19 +2%
EA
2410
Emerald Advisers
Pennsylvania
$847K -$53.1K -68 -6%
CCM
2411
Chaney Capital Management
Washington
$846K +$37.5K +48 +5%
RWP
2412
Revolve Wealth Partners
New Jersey
$843K -$3.12K -4 -0.4%
IAG
2413
Investmark Advisory Group
Connecticut
$843K -$4.68K -6 -0.6%
AFG
2414
Altiora Financial Group
Ohio
$841K – – –
CWC
2415
Carolinas Wealth Consulting
North Carolina
$841K +$780 +1 +0.1%
CG
2416
Cynosure Group
Utah
$840K -$5.46K -7 -0.7%
ICP
2417
Interchange Capital Partners
Pennsylvania
$838K +$474K +607 +160%
WRPWM
2418
Werba Rubin Papier Wealth Management
California
$837K +$264K +338 +52%
PFA
2419
Pettinga Financial Advisors
Indiana
$834K +$780 +1 +0.1%
CWA
2420
Canvas Wealth Advisors
Kansas
$834K -$184K -236 -19%
MCM
2421
McRae Capital Management
New Jersey
$831K – – –
WI
2422
WBI Investments
New Jersey
$828K -$719K -922 -49%
PMG
2423
Private Management Group
California
$828K – – –
PFWA
2424
Paces Ferry Wealth Advisors
Georgia
$826K +$38.2K +49 +5%
PCFFS
2425
Pacific Center for Financial Services
California
$826K – – –
95 96
97
98 99