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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
4076
IFC & Insurance Marketing
California
$19K +$19.9K +22 New
PS
4077
PayPay Securities
Japan
$19K +$10.9K +12 +120%
PWA
4078
Principia Wealth Advisory
Texas
$18.1K -$33.5K -37 -64%
MFC
4079
Mechanics Financial Corp
Ohio
$18.1K – – –
SIP
4080
Sellwood Investment Partners
Oregon
$18.1K – – –
CAIM
4081
Catherine Avery Investment Management
Florida
$17.2K -$2.72K -3 -13%
MASM
4082
MH & Associates Securities Management
California
$17.2K +$18.1K +20 New
BHWM
4083
Bay Harbor Wealth Management
Maryland
$17.2K +$3.63K +4 +25%
IA
4084
IFS Advisors
Kansas
$16.4K – – –
WA
4085
WestEnd Advisors
North Carolina
$16.4K – – –
BW
4086
Basepoint Wealth
Iowa
$15.6K +$16.3K +18 New
NWS
4087
Nvest Wealth Strategies
Ohio
$15.5K +$16.3K +18 New
UFPG
4088
United Financial Planning Group
New York
$15.5K +$5.44K +6 +50%
FFL
4089
Financial Freedom LLC
Ohio
$15K – – –
1IA
4090
1620 Investment Advisors
Massachusetts
$11.7K -$2.72K -3 -19%
NL
4091
NorthAvenue LLC
Ohio
$11.2K +$11.8K +13 New
LIM
4092
Longfellow Investment Management
Massachusetts
$11.2K – – –
CA
4093
Cresta Advisors
Texas
$10.3K +$10.9K +12 New
MDCM
4094
Morgan Dempsey Capital Management
Wisconsin
$9.49K – – –
PMIM
4095
Prudent Man Investment Management
Colorado
$9.49K – – –
CI
4096
Clal Insurance
Israel
$9K -$906 -1 -9%
AIP
4097
Alexis Investment Partners
Texas
$8.62K – – –
LAM
4098
Lummis Asset Management
Texas
$8.62K – – –
WA
4099
Whipplewood Advisors
Colorado
$7.76K +$8.16K +9 New
TCM
4100
TD Capital Management
Tennessee
$6.23K – – –
162 163
164
165 166