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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2426
Core Alternative Capital
Georgia
$25K +$24.6K +56 New
IWP
2427
IAG Wealth Partners
Wisconsin
$24K – – –
DWA
2428
Dougherty Wealth Advisers
Minnesota
$23K – – –
RFWA
2429
RPg Family Wealth Advisory
Massachusetts
$22.9K – – –
LAM
2430
Lountzis Asset Management
Pennsylvania
$22.5K – – –
CPFP
2431
Clear Perspectives Financial Planning
Ohio
$22K – – –
HL
2432
Harding Loevner
New Jersey
$22K – – –
RG
2433
Retirement Group
California
$19K +$5.28K +12 +39%
LWP
2434
Laurel Wealth Planning
Minnesota
$19K +$18.5K +42 New
APC
2435
Aspire Private Capital
North Carolina
$18K – – –
JPLA
2436
Joseph P. Lucia & Associates
New York
$18K – – –
SA
2437
SRH Advisors
Kansas
$18K – – –
OAJ
2438
Ogorek Anthony Joseph
New York
$18K +$18K +41 New
FPB
2439
First PREMIER Bank
South Dakota
$13K – – –
AW
2440
Avion Wealth
Texas
$12K – – –
MG
2441
MilWealth Group
Wisconsin
$10.8K +$10.6K +24 New
HI
2442
Hudock Inc
Pennsylvania
$10K +$1.32K +3 +16%
MIM
2443
Macroview Investment Management
Maryland
$10K +$5.28K +12 +109%
SAI
2444
Systematic Alpha Investments
New Jersey
$10K +$9.23K +21 New
Q
2445
QVR
California
$10K +$9.67K +22 New
GFPC
2446
Global Financial Private Client
Florida
$8.07K – – –
MFA
2447
McClarren Financial Advisors
Pennsylvania
$8K -$36.5K -83 -82%
ST
2448
Sageworth Trust
Pennsylvania
$7K -$44K -100 -87%
LIM
2449
Longfellow Investment Management
Massachusetts
$5K – – –
NWM
2450
Navigation Wealth Management
Colorado
$5K +$4.84K +11 New
96 97
98
99 100