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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2851
Carlson Capital
Texas
$690K +$725K +800 New
DAL
2852
Delta Accumulation LLC
California
$690K +$725K +800 New
LWPC
2853
Legacy Wealth Partners (Colorado)
Colorado
$690K +$725K +800 New
TFM
2854
Trademark Financial Management
Minnesota
$689K -$68K -75 -9%
EAM
2855
Empirical Asset Management
Massachusetts
$689K -$66.2K -73 -0.2%
AIM
2856
Advyzon Investment Management
Illinois
$689K +$159K +175 +28%
WPW
2857
Winthrop Partners - WNY
New York
$689K +$724K +799 New
KL
2858
KWMG LLC
Kansas
$687K +$21.7K +24 +3%
SP
2859
Symmetry Partners
Connecticut
$687K -$72.5K -80 -9%
VAM
2860
Virtue Asset Management
Illinois
$684K -$40.8K -45 -5%
HW
2861
HORAN Wealth
Ohio
$684K +$18.1K +20 +3%
KCM
2862
KRS Capital Management
Michigan
$683K +$10.9K +12 +2%
CAM
2863
Clark Asset Management
New Hampshire
$683K +$305K +337 +74%
MWA
2864
Medallion Wealth Advisors
Connecticut
$681K +$46.2K +51 +7%
MPW
2865
MGO Private Wealth
California
$681K -$2.72K -3 -0.4%
1M
2866
1248 Management
Missouri
$681K – – –
HC
2867
Hamilton Capital
Ohio
$681K +$716K +790 New
BC
2868
BDFS Capital
Delaware
$681K +$715K +789 New
OIA
2869
Oakmont Investment Advisors
Pennsylvania
$678K +$710K +784 New
EIA
2870
Edgemoor Investment Advisors
Maryland
$678K -$24.5K -27 -3%
RA
2871
Ruggaard & Associates
Ohio
$673K -$2.72K -3 -0.4%
TWM
2872
Thrive Wealth Management
Pennsylvania
$673K -$2.72K -3 -0.4%
ACA
2873
Affinity Capital Advisors
California
$672K +$34.4K +38 +5%
WMA
2874
Wealth Management Associates
New Jersey
$672K -$2.72K -3 -0.4%
FCCM
2875
First City Capital Management
Georgia
$672K -$9.06K -10 -1%
113 114
115
116 117