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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
2726
Live Oak Private Wealth
North Carolina
$799K – – –
LA
2727
Lifeworks Advisors
Michigan
$797K +$93.3K +103 +13%
OBWG
2728
Onyx Bridge Wealth Group
New York
$796K +$72.5K +80 +9%
PIM
2729
Provident Investment Management
Michigan
$793K – – –
GFG
2730
Greystone Financial Group
Michigan
$792K +$29K +32 +4%
WTA
2731
Washington Trust Advisors
Massachusetts
$792K +$99.7K +110 +14%
FM
2732
Family Management
New York
$792K +$246K +271 +42%
SAM
2733
Sherman Asset Management
California
$791K +$906 +1 +0.1%
TA
2734
TPG Advisors
Illinois
$791K -$145K -160 -15%
JC
2735
JB Capital
Connecticut
$790K +$67.1K +74 +9%
PBO
2736
Peoples Bank (Ohio)
Ohio
$789K -$14.5K -16 -2%
AFM
2737
Anson Funds Management
Texas
$787K +$131K +145 +19%
CFMC
2738
Curbstone Financial Management Corp
New Hampshire
$786K +$63.4K +70 +8%
CMP
2739
Courage Miller Partners
Virginia
$785K +$2.72K +3 +0.3%
RA
2740
Riversedge Advisors
Delaware
$782K -$140K -155 -15%
NPT
2741
Nixon Peabody Trust
Massachusetts
$781K -$125K -138 -13%
MFG
2742
Menard Financial Group
Texas
$776K +$12.7K +14 +2%
PR
2743
Payden & Rygel
California
$776K -$9.7M -10,700 -92%
IP
2744
Indivisible Partners
Florida
$772K +$811K +895 New
EFG
2745
Embree Financial Group
Illinois
$771K -$252K -278 -24%
NFC
2746
Northstar Financial Companies
Pennsylvania
$771K -$141K -156 -15%
FB
2747
Finward Bancorp
Indiana
$767K -$395K -436 -33%
TCM
2748
Tuttle Capital Management
Connecticut
$767K +$202K +223 +33%
AMPWP
2749
Alvarez & Marsal Private Wealth Partners
Florida
$767K +$806K +889 New
BHPW
2750
Beverly Hills Private Wealth
California
$765K -$18.1K -20 -2%
108 109
110
111 112