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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
2751
Essex Investment Management
Massachusetts
$104K – – –
VRM
2752
Vectors Research Management
New York
$104K – – –
BHWM
2753
Beaird Harris Wealth Management
Texas
$102K – – –
WIM
2754
Westside Investment Management
California
$101K +$198K +378 +63%
GCM
2755
Gladius Capital Management
Illinois
$101K +$68.7K +131 +298%
PPWM
2756
PFG Private Wealth Management
Florida
$101K +$91.8K +175 New
CP
2757
Castleview Partners
Texas
$100K +$91.8K +175 New
AFS
2758
Annapolis Financial Services
Maryland
$99K – – –
APW
2759
Acima Private Wealth
Virginia
$98K – – –
CWA
2760
Carolina Wealth Advisors
South Carolina
$98K – – –
IBOK
2761
Independence Bank of Kentucky
Kentucky
$98K – – –
GFPC
2762
Global Financial Private Client
Florida
$96.7K – – –
IFAM
2763
Institutional & Family Asset Management
Colorado
$96K – – –
AA
2764
Addison Advisors
Vermont
$93K +$7.87K +15 +10%
KFP
2765
KB Financial Partners
New Jersey
$93K +$69.3K +132 +455%
JAM
2766
JCIC Asset Management
Ontario, Canada
$89K – – –
SSC
2767
Syverson Strege & Co
Iowa
$88K – – –
PFA
2768
Professional Financial Advisors
Nebraska
$87K – – –
TAM
2769
Tucker Asset Management
Colorado
$86.4K -$7.87K -15 -9%
MAM
2770
Marquette Asset Management
Minnesota
$86K – – –
UAML
2771
US Asset Management LLC
Pennsylvania
$86K +$78.2K +149 New
LWA
2772
Lowe Wealth Advisors
Maryland
$85K -$11.5K -22 -13%
CWM
2773
Cedar Wealth Management
California
$83K – – –
FMP
2774
Financial Management Professionals
Texas
$77K +$18.9K +36 +37%
GCS
2775
Gordian Capital (Singapore)
Singapore
$76K -$52.5K -100 -40%
109 110
111
112 113