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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
1476
Cambridge Financial Group (Arizona)
Arizona
$510K -$46.3K -436 -8%
RIA
1477
Richwood Investment Advisors
Ohio
$509K +$19.3K +182 +4%
KFSC
1478
Keystone Financial Services (Colorado)
Colorado
$509K +$44.8K +422 +9%
GWAG
1479
Garrett Wealth Advisory Group
Texas
$507K +$61.2K +576 +13%
FCB
1480
First County Bank
Connecticut
$507K -$103K -972 -16%
DWM
1481
Destination Wealth Management
California
$507K +$2.97K +28 +0.6%
DFG
1482
Delta Financial Group
New Jersey
$506K +$40.3K +380 +8%
CCC
1483
Compass Capital Corp
Massachusetts
$504K +$528K +4,972 New
FFN
1484
Focus Financial Network
Minnesota
$503K -$23.8K -224 -4%
CT
1485
Coastline Trust
Rhode Island
$501K -$148K -1,393 -22%
TFF
1486
The Family Firm
Maryland
$500K +$28K +264 +6%
APIM
1487
Agate Pass Investment Management
Washington
$499K -$5.31K -50 -1%
UAML
1488
US Asset Management LLC
Pennsylvania
$499K -$19.5K -184 -4%
IIM
1489
Ipswich Investment Management
Massachusetts
$499K -$2.12K -20 -0.4%
ACM
1490
AlphaStar Capital Management
North Carolina
$498K -$44.7K -421 -8%
CIM
1491
CIM Investment Management
Pennsylvania
$497K +$2.34K +22 +0.4%
LIA
1492
LS Investment Advisors
Michigan
$496K – – –
WCM
1493
Washington Capital Management
Washington
$496K – – –
OGC
1494
One68 Global Capital
New York
$496K +$531K +5,000 New
MW
1495
Maia Wealth
Colorado
$496K +$106K +1,003 +26%
SLC
1496
Second Line Capital
Louisiana
$495K +$11.5K +108 +2%
EFG
1497
Everhart Financial Group
Ohio
$494K +$232K +2,182 +78%
PP
1498
Patron Partners
Texas
$494K +$95.5K +899 +22%
TF
1499
TLWM Financial
Texas
$494K – – –
HR
1500
Howe & Rusling
New York
$493K +$61.8K +582 +13%
58 59
60
61 62