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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2551
Fiducient Advisors
Illinois
$492K -$541K -913 -55%
TFO
2552
Tarbox Family Office
California
$492K +$593 +1 +0.1%
PCA
2553
Prosperity Capital Advisors
Ohio
$492K -$7.71K -13 -2%
GSC
2554
Grey Street Capital
Illinois
$491K – – –
WC
2555
Weil Company
California
$490K – – –
MGWM
2556
Marks Group Wealth Management
Minnesota
$490K +$8.3K +14 +2%
WIM
2557
Westside Investment Management
California
$490K – – –
LBC
2558
Lowe Brockenbrough & Co
Virginia
$489K +$24.3K +41 +6%
AIA
2559
AIMZ Investment Advisors
California
$488K – – –
SDWMA
2560
Schneider Downs Wealth Management Advisors
Pennsylvania
$488K +$13.6K +23 +3%
GAM
2561
Garrison Asset Management
Arkansas
$488K +$200K +337 +84%
IF
2562
Insight Folios
North Carolina
$488K – – –
IF
2563
Integrity Financial
Wyoming
$483K -$2.96K -5 -0.7%
GWA
2564
Gratus Wealth Advisors
Virginia
$482K +$433K +730 New
TIM
2565
Thompson Investment Management
Wisconsin
$482K -$8.89K -15 -2%
MCM
2566
Monument Capital Management
Virginia
$481K +$119K +200 +38%
BFA
2567
Bill Few Associates
Pennsylvania
$480K – – –
EE
2568
EWG Elevate
California
$479K +$3.56K +6 +0.8%
FCM
2569
Firestone Capital Management
Florida
$478K – – –
CBB
2570
Citizens Business Bank
California
$477K -$193K -326 -31%
IAG
2571
Investmark Advisory Group
Connecticut
$477K -$10.1K -17 -2%
WMA
2572
West Michigan Advisors
Michigan
$476K +$14.8K +25 +4%
RCWM
2573
Royal Capital Wealth Management
Indiana
$476K – – –
SAW
2574
Signal Advisors Wealth
Michigan
$475K +$417K +704 New
MHR
2575
Matthew Hamilton Rosenberg
$474K +$4.15K +7 +1%
101 102
103
104 105