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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2726
Verum Partners
North Carolina
$894K +$130K +130 +16%
AIS
2727
Advocate Investing Services
Maryland
$893K – – –
CSWG
2728
Cardinal Strategic Wealth Guidance
Kentucky
$892K – – –
CCM
2729
Chickasaw Capital Management
Tennessee
$891K +$99.6K +100 +12%
GS
2730
GTS Securities
Florida
$891K -$2.12M -2,130 -69%
JWS
2731
Juncture Wealth Strategies
Arizona
$890K +$949K +952 New
BMC
2732
Bear Mountain Capital
Washington
$885K +$996 +1 +0.1%
BWG
2733
Beta Wealth Group
California
$885K +$996 +1 +0.1%
MQWP
2734
Morey & Quinn Wealth Partners
Nebraska
$884K -$12K -12 -1%
OCPWS
2735
One Charles Private Wealth Services
Massachusetts
$883K +$8.97K +9 +1%
EA
2736
Everpar Advisors
Oklahoma
$883K -$52.8K -53 -5%
VC
2737
Veery Capital
Delaware
$883K -$12K -12 -1%
PCWA
2738
Pacific Capital Wealth Advisors
California
$882K -$38.9K -39 -4%
PMAM
2739
Picton Mahoney Asset Management
Ontario, Canada
$879K -$10M -10,058 -91%
QC
2740
Quantessence Capital
New York
$879K +$937K +940 New
FCIM
2741
Fairview Capital Investment Management
California
$878K -$4.98K -5 -0.5%
VAG
2742
VisionPoint Advisory Group
Texas
$878K -$46.8K -47 -5%
BW
2743
Blalock Williams
Alabama
$877K -$72.7K -73 -7%
LRIC
2744
Long Road Investment Counsel
Michigan
$877K – – –
NWA
2745
Northwest Wealth Advisors
Washington
$877K +$42.8K +43 +5%
MEAC
2746
M.E. Allison & Co
Texas
$875K +$89.7K +90 +11%
CCA
2747
Conestoga Capital Advisors
Pennsylvania
$875K – – –
TCWM
2748
Total Clarity Wealth Management
Illinois
$874K +$271K +272 +41%
MWM
2749
MOR Wealth Management
Pennsylvania
$874K -$130K -130 -12%
BC
2750
Burnham & Co
Michigan
$874K +$931K +934 New
108 109
110
111 112