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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
2576
Seizert Capital Partners
Michigan
$559K – – –
MGWM
2577
Marks Group Wealth Management
Minnesota
$559K +$15K +21 +3%
GWP
2578
Gateway Wealth Partners
Wisconsin
$555K +$108K +151 +25%
DWAM
2579
Duncan Williams Asset Management
Tennessee
$553K +$539K +755 New
KCFA
2580
Key Client Fiduciary Advisors
New Jersey
$553K +$86.4K +121 +19%
BHA
2581
Beech Hill Advisors
New York
$553K -$71.4K -100 -12%
CA
2582
Cambridge Advisors
Nebraska
$550K +$2.14K +3 +0.4%
IF
2583
Insight Folios
North Carolina
$550K +$7.85K +11 +1%
BWM
2584
BCS Wealth Management
Tennessee
$549K -$42.8K -60 -7%
WAG
2585
Winthrop Advisory Group
Massachusetts
$549K +$24.3K +34 +5%
PCMC
2586
Private Capital Management (Colorado)
Colorado
$548K +$119K +166 +29%
RA
2587
Rise Advisors
New York
$548K +$157K +220 +42%
CIAS
2588
CFS Investment Advisory Services
New Jersey
$546K +$276K +386 +108%
TFO
2589
Tarbox Family Office
California
$546K – – –
AC
2590
Asio Capital
Kentucky
$546K +$20K +28 +4%
HCA
2591
Horan Capital Advisors
Ohio
$544K -$47.8K -67 -8%
WTA
2592
Washington Trust Advisors
Massachusetts
$544K -$6.42K -9 -1%
ACA
2593
American Capital Advisory
Idaho
$544K +$111K +155 +17%
NL
2594
Navalign LLC
California
$543K -$10.7K -15 -2%
GAM
2595
Garrison Asset Management
Arkansas
$542K – – –
AIA
2596
AIMZ Investment Advisors
California
$542K – – –
FTIS
2597
First Trust Investment Solutions
Florida
$540K +$89.9K +126 +21%
VF
2598
Vest Financial
Virginia
$539K +$526K +737 New
MCM
2599
Monument Capital Management
Virginia
$537K +$3.57K +5 +0.7%
AFA
2600
Atlas Financial Advisors
California
$537K +$221K +310 +73%
102 103
104
105 106