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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2651
Parvin Asset Management
South Dakota
$935K – – –
QFA
2652
Quattro Financial Advisors
Texas
$935K – – –
RHJA
2653
Rice Hall James & Associates
California
$935K +$996K +1,000 New
RCA
2654
Ranch Capital Advisors
Florida
$935K +$102K +102 +11%
RA
2655
Rubicon Advisors
California
$934K -$996 -1 -0.1%
SFWA
2656
Summit Financial Wealth Advisors
Louisiana
$932K +$89.7K +90 +10%
PWA
2657
Providence Wealth Advisors
Illinois
$932K -$20.9K -21 -2%
PSP
2658
Principal Street Partners
Tennessee
$932K +$17.9K +18 +2%
IWA
2659
Inspirion Wealth Advisors
Illinois
$930K +$50.8K +51 +5%
AF
2660
Atala Financial
California
$929K – – –
UW
2661
Unique Wealth
Florida
$927K +$29.9K +30 +3%
CPW
2662
Catalyst Private Wealth
California
$927K -$55.8K -56 -5%
PIA
2663
Pinion Investment Advisors
Kansas
$927K +$12K +12 +1%
CIG
2664
Cascade Investment Group
Colorado
$926K -$31.9K -32 -3%
BWM
2665
BAM Wealth Management
Colorado
$926K +$697K +700 +241%
PCM
2666
Permanent Capital Management
Illinois
$926K +$82.7K +83 +9%
BFWA
2667
Benchmark Financial Wealth Advisors
Florida
$925K -$174K -175 -15%
TPWA
2668
Twin Peaks Wealth Advisors
California
$924K +$221K +222 +29%
LWM
2669
Liberty Wealth Management
California
$924K – – –
CAM
2670
Clark Asset Management
New Hampshire
$923K +$20.9K +21 +2%
1CP
2671
1015 Capital Partners
Pennsylvania
$921K -$6.97K -7 -0.7%
WFI
2672
West Family Investments
California
$921K -$200K -201 -17%
NDBT
2673
North Dallas Bank & Trust
Texas
$921K +$13.9K +14 +1%
WSFG
2674
Wall Street Financial Group
Illinois
$921K +$106K +106 +12%
HL
2675
HeadInvest LLC
Maine
$920K +$273K +274 +39%
105 106
107
108 109