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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
751
Ascent Group
Virginia
$14.2M -$410K -411 -3%
TFA
752
Teamwork Financial Advisors
Texas
$14.2M +$180K +181 +1%
MCWS
753
McKinley Carter Wealth Services
West Virginia
$14.1M +$101K +101 +0.7%
CA
754
CSM Advisors
Pennsylvania
$14.1M -$716K -719 -5%
FMI
755
F/M Investments
District of Columbia
$14.1M +$3.98K +4 +0%
LP
756
LMR Partners
United Kingdom
$14.1M +$6.85M +6,874 +84%
FFP
757
FourThought Financial Partners
Florida
$14.1M +$140K +141 +0.9%
BIM
758
Baldwin Investment Management
Pennsylvania
$13.9M +$3.27M +3,284 +28%
NG
759
NWK Group
California
$13.9M +$44.8K +45 +0.3%
PA
760
PFG Advisors
Arizona
$13.8M +$300K +301 +2%
CFSG
761
Community Financial Services Group
Vermont
$13.8M +$146K +147 +1%
OHIS
762
Oak Harvest Investment Services
Texas
$13.7M +$968K +972 +7%
DA
763
Dillon & Associates
Michigan
$13.6M +$73.7K +74 +0.5%
PCMK
764
Paragon Capital Management (Kansas)
Kansas
$13.5M -$41.8K -42 -0.3%
SWA
765
Stratos Wealth Advisors
Ohio
$13.5M +$210K +211 +1%
MCM
766
Mattern Capital Management
Colorado
$13.4M -$42.8K -43 -0.3%
OCA
767
OpenArc Corporate Advisory
Georgia
$13.4M +$846K +849 +6%
UCMOK
768
United Capital Management of KS
Kansas
$13.4M +$543K +545 +4%
EP
769
Evelyn Partners
$13.3M +$14.2M +14,244 New
DDC
770
DF Dent & Co
Maryland
$13.3M -$296K -297 -2%
JWBC
771
J.W. Burns & Co
New York
$13.3M -$265K -266 -2%
NMIMC
772
Northwestern Mutual Investment Management Company
Wisconsin
$13.3M +$21.9K +22 +0.2%
FMC
773
First Merchants Corp
Indiana
$13.3M -$2.51M -2,520 -15%
RAM
774
Robinhood Asset Management
California
$13.3M +$5.66M +5,683 +67%
HCM
775
Hutner Capital Management
Vermont
$13.3M +$97.6K +98 +0.7%
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