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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2526
Versant Capital Management
Arizona
$990K +$4.53K +5 +0.4%
CFG
2527
Carr Financial Group
Massachusetts
$989K -$4.53K -5 -0.4%
RF
2528
Roxbury Financial
New Jersey
$988K -$21.7K -24 -2%
RWP
2529
Revolve Wealth Partners
New Jersey
$988K -$55.3K -61 -5%
ACG
2530
Allen Capital Group
Nebraska
$987K +$460K +508 +80%
PWA
2531
Prairie Wealth Advisors
Nebraska
$986K -$934K -1,031 Closed
NME
2532
Notis-McConarty Edward
$986K – – –
JWM
2533
Jupiter Wealth Management
Colorado
$983K +$227K +250 +34%
BOPW
2534
Brandywine Oak Private Wealth
Pennsylvania
$982K +$5.44K +6 +0.5%
VFG
2535
V2 Financial group
Illinois
$981K +$430K +475 +72%
NS
2536
Northland Securities
Minnesota
$980K +$1.03M +1,136 New
FC
2537
Fusion Capital
South Carolina
$979K +$906 +1 +0.1%
CH
2538
Cromwell Holdings
Wyoming
$979K -$140K -154 -12%
KIC
2539
Keating Investment Counselors
Florida
$979K -$104K -115 -9%
OWG
2540
Oxford Wealth Group
Florida
$979K +$1.03M +1,135 New
TP
2541
TritonPoint Partners
Maryland
$978K +$1.03M +1,134 New
RWP
2542
Ridgecrest Wealth Partners
California
$978K -$626K -691 -38%
WA
2543
WP Advisors
California
$977K -$126K -139 -11%
ABWM
2544
Alpine Bank Wealth Management
Colorado
$976K +$112K +124 +12%
PIA
2545
Pinion Investment Advisors
Kansas
$975K -$14.5K -16 -1%
MWM
2546
MOR Wealth Management
Pennsylvania
$975K +$1.02M +1,130 New
AIC
2547
Archer Investment Corporation
Indiana
$973K +$271K +299 +36%
MCM
2548
Morton Capital Management
California
$971K -$53.5K -59 -5%
CCA
2549
Clearwater Capital Advisors
Illinois
$970K -$251K -277 -20%
PP
2550
Paladin Partners
Wisconsin
$969K +$1.02M +1,124 New
100 101
102
103 104