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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2626
Thrive Wealth Management
Pennsylvania
$685K +$220K +253 +49%
TPCM
2627
Templeton & Phillips Capital Management
Tennessee
$684K – – –
KFGK
2628
Keystone Financial Group (Kentucky)
Kentucky
$683K +$103K +119 +18%
LI
2629
LRI Investments
Florida
$683K +$45.1K +52 +8%
EAM
2630
Evanson Asset Management
California
$681K +$1.74K +2 +0.3%
TC
2631
Trilogy Capital
California
$679K +$17.4K +20 +3%
SL
2632
Salomon & Ludwin
Virginia
$678K +$18.2K +21 +3%
SWM
2633
SilverOak Wealth Management
Minnesota
$677K +$126K +145 +23%
MGWM
2634
Marks Group Wealth Management
Minnesota
$677K +$868 +1 +0.1%
SCP
2635
Seizert Capital Partners
Michigan
$676K – – –
CANC
2636
Culbertson A N & Co
Virginia
$676K -$130K -150 -16%
NL
2637
Navalign LLC
California
$675K +$21.7K +25 +3%
PHS
2638
Pekin Hardy Strauss
Illinois
$674K +$11.3K +13 +2%
AWM
2639
Abound Wealth Management
Tennessee
$673K +$13.9K +16 +2%
RA
2640
Rise Advisors
New York
$673K +$6.94K +8 +1%
AF
2641
Apexium Financial
Texas
$672K – – –
CA
2642
Cambridge Advisors
Nebraska
$671K +$6.08K +7 +0.9%
UW
2643
Unique Wealth
Florida
$671K +$70.3K +81 +12%
DCM
2644
DGS Capital Management
New Jersey
$671K +$74.6K +86 +13%
BHA
2645
Beech Hill Advisors
New York
$669K – – –
AIA
2646
AIMZ Investment Advisors
California
$669K +$13K +15 +2%
LBC
2647
Lowe Brockenbrough & Co
Virginia
$668K +$80.7K +93 +14%
CAM
2648
Concorde Asset Management
Michigan
$668K +$19.1K +22 +3%
ML
2649
McAdam LLC
Pennsylvania
$666K +$97.2K +112 +18%
WF
2650
Whelan Financial
California
$666K +$14.8K +17 +2%
104 105
106
107 108