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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WN
2826
Williams & Novak
California
$682K +$273K +280 +64%
RCWM
2827
Royal Capital Wealth Management
Indiana
$682K – – –
CD
2828
Chapin Davis
Maryland
$682K -$74.1K -76 -10%
EF
2829
Exeter Financial
Arizona
$681K – – –
RBWA
2830
RFG - Bristol Wealth Advisors
Massachusetts
$681K +$5.85K +6 +0.8%
CFG
2831
Carr Financial Group
Massachusetts
$680K +$85.8K +88 +14%
AWM
2832
Aberdeen Wealth Management
Illinois
$677K – – –
PAM
2833
Palisade Asset Management
Minnesota
$676K – – –
CIP
2834
Convergence Investment Partners
Florida
$676K -$139K -143 -17%
LWM
2835
Lakeridge Wealth Management
Ohio
$675K -$36.1K -37 -5%
BAM
2836
BOS Asset Management
Illinois
$675K +$36.1K +37 +5%
LCGC
2837
Legacy Capital Group California
California
$675K -$1.45M -1,483 -68%
CWM
2838
Copia Wealth Management
Oregon
$673K +$292K +300 +73%
CYG
2839
Clean Yield Group
Vermont
$673K +$5.85K +6 +0.9%
PWP
2840
Prasad Wealth Partners
Ohio
$673K +$171K +175 +33%
CANC
2841
Culbertson A N & Co
Virginia
$672K -$16.6K -17 -2%
TM
2842
TigerOak Management
New Mexico
$672K -$10.7K -11 -2%
JWM
2843
Jupiter Wealth Management
Colorado
$671K +$69.2K +71 +12%
OIM
2844
Oder Investment Management
California
$671K +$19.5K +20 +3%
FCT
2845
First Community Trust
Iowa
$671K – – –
SFWC
2846
Strategic Family Wealth Counselors
New Jersey
$670K +$975 +1 +0.1%
EC
2847
EdgeRock Capital
Colorado
$668K -$19.5K -20 -3%
WPC
2848
White Pine Capital
Minnesota
$667K +$33.1K +34 +5%
AR
2849
Apeiron RIA
Texas
$665K +$29.2K +30 +4%
SB
2850
Sunflower Bank
Texas
$662K +$12.7K +13 +2%
112 113
114
115 116