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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
876
Leisure Capital Management
California
$2.17M +$44.9K +151 +2%
NFG
877
Nations Financial Group
Iowa
$2.17M +$109K +366 +5%
DJSG
878
D.J. St. Germain
Massachusetts
$2.16M – – –
IRF
879
IBM Retirement Fund
New York
$2.16M -$82.6K -278 -4%
WOC
880
West Oak Capital
California
$2.15M -$466K -1,567 -18%
AAS
881
Avantax Advisory Services
Texas
$2.14M +$1.07M +3,594 +97%
BCM
882
BTR Capital Management
California
$2.13M – – –
MAFM
883
Mid Atlantic Financial Management
Pennsylvania
$2.12M +$175K +588 +9%
CCT
884
Country Club Trust
Missouri
$2.12M +$37.1K +125 +2%
CI
885
Cavalier Investments
Georgia
$2.12M – – –
CI
886
CX Institutional
Indiana
$2.11M – – –
PWM
887
Peterson Wealth Management
Nevada
$2.11M +$2.09M +7,028 New
BPWA
888
Beacon Pointe Wealth Advisors
California
$2.1M +$153K +516 +8%
PCIA
889
Prime Capital Investment Advisors
Kansas
$2.1M -$153K -515 -7%
AWM
890
Altium Wealth Management
New York
$2.09M +$113K +379 +6%
IAA
891
Independent Advisor Alliance
North Carolina
$2.08M -$882K -2,966 -29%
MRCM
892
M&R Capital Management
New Jersey
$2.08M -$11K -37 -0.5%
CWM
893
Cordatus Wealth Management
Pennsylvania
$2.07M +$2.09M +7,039 New
HBT
894
Hills Bank & Trust
Iowa
$2.06M +$2.08K +7 +0.1%
AIS
895
Accurate Investment Solutions
Pennsylvania
$2.06M +$733K +2,467 +54%
CI
896
Conning Inc
Connecticut
$2.05M -$80.2K -270 -4%
ACI
897
Alpha Cubed Investments
California
$2.03M -$360K -1,212 -15%
AUB
898
Atlantic Union Bankshares
Virginia
$2.03M -$44.6K -150 -2%
KC
899
Kingfisher Capital
North Carolina
$2.02M +$297 +1 +0%
MME
900
Meag Munich Ergo
Germany
$2M -$6.59M -22,167 -77%
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