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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2551
Aberdeen Wealth Management
Illinois
$762K – – –
GFA
2552
Gallagher Fiduciary Advisors
Illinois
$762K +$47.7K +55 +7%
AFM
2553
Abbot Financial Management
Massachusetts
$761K +$63.4K +73 +9%
BFG
2554
Beacon Financial Group
Texas
$761K +$37.3K +43 +5%
EE
2555
EWG Elevate
California
$758K – – –
RCA
2556
Ranch Capital Advisors
Florida
$757K +$16.5K +19 +2%
VBWMG
2557
Von Berge Wealth Management Group
California
$757K -$13K -15 -2%
PIMG
2558
Patriot Investment Management Group
Tennessee
$755K – – –
JC
2559
JB Capital
Connecticut
$754K +$18.2K +21 +3%
CA
2560
Callahan Advisors
Texas
$752K +$868 +1 +0.1%
KWM
2561
KFG Wealth Management
Indiana
$752K +$21.7K +25 +3%
IWA
2562
Inspirion Wealth Advisors
Illinois
$751K +$108K +125 +17%
PCS
2563
Private Client Services
Kentucky
$750K +$15.6K +18 +2%
CCM
2564
Carlson Capital Management
Minnesota
$749K +$55.5K +64 +8%
CCP
2565
Clough Capital Partners
Massachusetts
$748K +$733K +844 New
RP
2566
Riverwater Partners
Wisconsin
$747K -$13K -15 -2%
MCM
2567
Monument Capital Management
Virginia
$746K +$34.7K +40 +5%
SC
2568
Sawyer & Company
Massachusetts
$745K – – –
CPW
2569
Catalyst Private Wealth
California
$743K – – –
IPAM
2570
Investment Partners Asset Management
New Jersey
$743K +$5.21K +6 +0.7%
SF
2571
Safeguard Financial
Wisconsin
$743K +$22.6K +26 +3%
BCP
2572
Berkeley Capital Partners
Georgia
$742K +$85.9K +99 +13%
FIBT
2573
First International Bank & Trust
North Dakota
$740K +$171K +197 +31%
VW
2574
Vance Wealth
California
$740K -$41.7K -48 -5%
SIA
2575
Sit Investment Associates
Minnesota
$738K – – –
101 102
103
104 105