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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
2926
Voya Financial Advisors
Connecticut
$639K -$97.4K -98 -13%
AA
2927
ABC Arbitrage
France
$639K +$641K +645 New
WFA
2928
WMG Financial Advisors
Tennessee
$638K +$73.6K +74 +13%
CWMK
2929
Caliber Wealth Management (Kansas)
Kansas
$637K +$260K +262 +69%
CCG
2930
Catalina Capital Group
California
$635K -$100K -101 -14%
TCOTS
2931
Trust Company of the South
North Carolina
$635K +$39.8K +40 +7%
PSIWM
2932
Paradigm Strategies in Wealth Management
Minnesota
$634K -$994 -1 -0.2%
AIA
2933
Accelerate Investment Advisors
California
$633K -$38.8K -39 -6%
RF
2934
Rossby Financial
Florida
$633K -$10.9K -11 -2%
WWG
2935
West Wealth Group
California
$633K -$135K -136 -17%
CIP
2936
Convergence Investment Partners
Florida
$632K -$75.5K -76 -11%
CA
2937
Cache Advisors
California
$632K +$114K +115 +22%
CBB
2938
Citizens Business Bank
California
$632K -$18.9K -19 -3%
HCP
2939
Holt Capital Partners
Texas
$631K – – –
PNAA
2940
Pictet North America Advisors
Switzerland
$631K – – –
SWM
2941
Selective Wealth Management
Virginia
$630K – – –
RB
2942
Renasant Bank
Mississippi
$630K -$377K -379 -37%
TIP
2943
Torray Investment Partners
Maryland
$630K -$6.96K -7 -1%
TSWM
2944
Triangle Securities Wealth Management
North Carolina
$629K – – –
WWA
2945
Wingate Wealth Advisors
Massachusetts
$628K +$69.6K +70 +12%
MA
2946
MCF Advisors
Kentucky
$627K -$20.9K -21 -3%
HCM
2947
Harvey Capital Management
Florida
$624K -$9.94K -10 -2%
PWP
2948
Phillips Wealth Planners
Mississippi
$624K – – –
FAP
2949
Financial Advisory Partners
Florida
$624K – – –
VWMG
2950
Virginia Wealth Management Group
Virginia
$624K – – –
116 117
118
119 120