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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2801
Abound Wealth Management
Tennessee
$712K +$16.7K +18 +2%
GA
2802
Greenspring Advisors
Maryland
$711K – – –
DCM
2803
DGS Capital Management
New Jersey
$710K +$17.6K +19 +3%
AF
2804
Apexium Financial
Texas
$708K +$13.9K +15 +2%
JJBC
2805
James J. Burns & Company
New York
$708K +$26K +28 +4%
CD
2806
Chapin Davis
Maryland
$707K – – –
TPCM
2807
Templeton & Phillips Capital Management
Tennessee
$706K – – –
DIA
2808
Davidson Investment Advisors
Montana
$703K +$30.6K +33 +4%
IF
2809
Integrity Financial
Wyoming
$703K -$162K -175 -19%
HCC
2810
Hirtle Callaghan & Co
Pennsylvania
$703K +$85.4K +92 +14%
TFM
2811
Trademark Financial Management
Minnesota
$701K -$41.8K -45 -6%
CIAM
2812
Caitong International Asset Management
Hong Kong
$701K +$710K +765 New
TWM
2813
Thrive Wealth Management
Pennsylvania
$701K -$6.5K -7 -0.9%
CCA
2814
Cadent Capital Advisors
Oklahoma
$700K +$13.9K +15 +2%
AFPL
2815
Advus Financial Partners, LLC
Florida
$699K +$20.4K +22 +3%
SCP
2816
Seizert Capital Partners
Michigan
$699K – – –
HWM
2817
HRC Wealth Management
Idaho
$695K +$311K +335 +79%
WTA
2818
Washington Trust Advisors
Massachusetts
$695K +$18.6K +20 +3%
SDWMA
2819
Schneider Downs Wealth Management Advisors
Pennsylvania
$693K -$17.6K -19 -2%
AIA
2820
AIMZ Investment Advisors
California
$692K – – –
HI
2821
Hoey Investments
Pennsylvania
$690K +$288K +310 +70%
LWM
2822
Lakeridge Wealth Management
Ohio
$688K +$47.3K +51 +7%
ACM
2823
AUA Capital Management
Pennsylvania
$687K – – –
PHS
2824
Pekin Hardy Strauss
Illinois
$687K -$9.28K -10 -1%
CA
2825
Callahan Advisors
Texas
$686K -$92.8K -100 -12%
111 112
113
114 115