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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2851
Advisortrust Partners
North Carolina
$756K +$374K +375 +87%
BKA
2852
Brick & Kyle Associates
Pennsylvania
$756K – – –
BDF
2853
Black Diamond Financial
Maryland
$754K -$13.9K -14 -2%
WAM
2854
WNY Asset Management
New York
$754K -$3.98K -4 -0.5%
MFS
2855
Miller Financial Services
Michigan
$754K -$34.9K -35 -4%
RTC
2856
Riverview Trust Company
Washington
$751K – – –
MMCM
2857
Murphy & Mullick Capital Management
New York
$751K +$24.9K +25 +3%
DW30
2858
Drucker Wealth 3.0
New Jersey
$750K -$41.8K -42 -5%
GFG
2859
GR Financial Group
Arizona
$750K -$12K -12 -1%
LI
2860
LifeWealth Investments
Florida
$749K +$13K +13 +2%
MTIM
2861
Marathon Trading Investment Management
Pennsylvania
$748K +$797K +800 New
CWMA
2862
Capstone Wealth Management (Alabama)
Alabama
$747K +$488K +490 +159%
WPW
2863
Winthrop Partners - WNY
New York
$747K – – –
KL
2864
KWMG LLC
Kansas
$746K +$7.97K +8 +1%
AWA
2865
Alaska Wealth Advisors
Alaska
$745K +$106K +106 +15%
PEWA
2866
Pacific Excel Wealth Advisors
California
$745K +$468K +470 +144%
HFO
2867
Heritage Family Offices
Arizona
$745K +$137K +138 +21%
PCP
2868
Panoramic Capital Partners
Oregon
$744K -$999K -1,003 -56%
ACA
2869
Atlas Capital Advisors
Wyoming
$744K -$4.75M -4,772 -86%
TWM
2870
Thrive Wealth Management
Pennsylvania
$744K -$9.96K -10 -1%
MAG
2871
M3 Advisory Group
Massachusetts
$743K -$76.7K -77 -9%
SEP
2872
Signature Equity Partners
Ohio
$742K +$362K +363 +84%
GKFF
2873
George Kaiser Family Foundation
Oklahoma
$740K +$370K +371 +88%
1M
2874
1248 Management
Missouri
$739K – – –
OPA
2875
Old Port Advisors
Maine
$738K -$53.8K -54 -6%
113 114
115
116 117