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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
2426
NFP Retirement Inc
California
$825K -$13.3K -17 -2%
WE
2427
Wealth Effects
Massachusetts
$824K +$65.5K +84 +9%
PSP
2428
Principal Street Partners
Tennessee
$823K – – –
RLIM
2429
Red Lighthouse Investment Management
New York
$823K +$780 +1 +0.1%
OL
2430
Owen LaRue
Kentucky
$821K +$85.8K +110 +13%
SRL
2431
Scientech Research LLC
New Jersey
$820K -$1.02M -1,309 -58%
OHWA
2432
Oak Hill Wealth Advisors
Virginia
$818K +$751K +962 New
LWM
2433
LJI Wealth Management
Indiana
$818K +$1.56K +2 +0.2%
MAA
2434
Mraz Amerine & Associates
California
$817K – – –
MPW
2435
MGO Private Wealth
California
$817K +$10.1K +13 +1%
CPA
2436
Capital Performance Advisors
California
$817K +$18.7K +24 +3%
SIS
2437
Sound Income Strategies
Florida
$816K +$188K +241 +34%
PP
2438
PrairieView Partners
Minnesota
$815K +$417K +534 +126%
FZCM
2439
Flynn Zito Capital Management
New York
$814K +$81.2K +104 +12%
LOPW
2440
Live Oak Private Wealth
North Carolina
$813K – – –
WFMPM
2441
Woodley Farra Manion Portfolio Management
Indiana
$811K -$780 -1 -0.1%
MAM
2442
McLean Asset Management
Virginia
$808K -$42.1K -54 -6%
FWMM
2443
Foundation Wealth Management (Missouri)
Missouri
$807K – – –
CG
2444
CFO4Life Group
Texas
$805K -$13.3K -17 -2%
MWM
2445
Mascoma Wealth Management
New Hampshire
$804K -$53.8K -69 -7%
KIC
2446
Kensington Investment Counsel
California
$803K -$253K -324 -26%
PWM
2447
Pinnacle Wealth Management
California
$801K +$735K +942 New
PP
2448
Pacifica Partners
Canada
$799K -$25.8K -33 -3%
TL
2449
Tradewinds LLC
North Carolina
$797K -$2.09M -2,683 -74%
AWG
2450
Altus Wealth Group
Colorado
$797K – – –
96 97
98
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