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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2401
Ritter Daniher Financial Advisory
Ohio
$1.13M +$19K +21 +2%
WBCM
2402
Wilson & Boucher Capital Management
California
$1.13M – – –
TWA
2403
Tandem Wealth Advisors
Arizona
$1.13M +$202K +223 +21%
TDC
2404
Thompson Davis & Co
Virginia
$1.13M -$31.7K -35 -3%
GWSG
2405
GPS Wealth Strategies Group
Colorado
$1.13M -$4.86M -5,359 -80%
WFAG
2406
Wescott Financial Advisory Group
Pennsylvania
$1.13M +$93.3K +103 +9%
SP
2407
Stablepoint Partners
Massachusetts
$1.13M +$906 +1 +0.1%
SL
2408
Sentinus LLC
Illinois
$1.13M -$37.2K -41 -3%
CRI
2409
Colonial River Investments
Virginia
$1.12M -$54.4K -60 -4%
PL
2410
Parthenon LLC
Kentucky
$1.12M – – –
WPW
2411
Waldron Private Wealth
Pennsylvania
$1.12M -$64.3K -71 -5%
WPW
2412
Watershed Private Wealth
Illinois
$1.12M +$955K +1,054 +425%
RFW
2413
Rainier Family Wealth
Washington
$1.12M +$110K +121 +10%
PNFS
2414
PW Nova Financial Services
Pennsylvania
$1.12M +$1.19M +1,311 New
MC
2415
Matisse Capital
Oregon
$1.12M -$545K -601 -32%
WPA
2416
West Paces Advisors
Georgia
$1.12M +$35.3K +39 +3%
HWA
2417
Heartwood Wealth Advisors
Virginia
$1.12M -$113K -125 -9%
MAMG
2418
Milestone Asset Management Group
Connecticut
$1.11M +$112K +124 +11%
FPI
2419
Financial Plan Inc
Washington
$1.11M +$1.17M +1,289 New
WIM
2420
Westside Investment Management
California
$1.11M -$20.8K -23 -2%
UFA
2421
Unify Financial Advisors
Florida
$1.11M +$1.17M +1,287 New
AAM
2422
Aureus Asset Management
Massachusetts
$1.11M +$68K +75 +6%
IFPG
2423
Intrepid Financial Planning Group
Indiana
$1.11M -$18.1K -20 -2%
MIM
2424
Montgomery Investment Management
Maryland
$1.11M -$4.53K -5 -0.4%
SI
2425
Seeds Investor
New York
$1.11M -$129K -142 -10%
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