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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
901
Falcon Wealth Planning
California
$9.3M +$4.1M +4,527 +72%
PFA
902
Perryman Financial Advisory
Texas
$9.3M +$9.77M +10,785 New
FWTB
903
First Western Trust Bank
Colorado
$9.29M -$221K -244 -2%
PCG
904
Prosperity Consulting Group
Maryland
$9.28M -$508K -561 -5%
MWA
905
Meridian Wealth Advisors
Texas
$9.26M -$642K -708 -6%
NSIM
906
North Star Investment Management
Illinois
$9.22M -$188K -208 -2%
APP
907
Avantax Planning Partners
Iowa
$9.22M +$5.41M +5,965 +126%
CA
908
CapWealth Advisors
Tennessee
$9.19M -$70.7K -78 -0.7%
SW
909
Simplicity Wealth
New Jersey
$9.19M +$1.15M +1,270 +14%
DCA
910
DSG Capital Advisors
Minnesota
$9.18M +$389K +429 +5%
MCM
911
Mengis Capital Management
Oregon
$9.17M -$406K -448 -4%
KC
912
Knuff & Co
California
$9.15M +$2.72K +3 +0%
SMFG
913
Sumitomo Mitsui Financial Group
Japan
$9.14M +$615K +679 +7%
RMCM
914
Reynders McVeigh Capital Management
Massachusetts
$9.13M -$83.4K -92 -0.9%
WWA
915
WCG Wealth Advisors
Nevada
$9.13M +$9.59M +10,586 New
JAG
916
Journey Advisory Group
Kentucky
$9.09M -$1.04M -1,151 -10%
BMO
917
Beck Mack & Oliver
New York
$9.06M +$600K +662 +7%
MB
918
MidFirst Bank
Oklahoma
$9M +$9.46M +10,436 New
LGG
919
Luts & Greenleigh Group
Maryland
$8.99M -$77.9K -86 -0.8%
CIA
920
Choate Investment Advisors
Massachusetts
$8.99M +$328K +362 +4%
PCA
921
Pallas Capital Advisors
Massachusetts
$8.98M -$1M -1,104 -10%
IWM
922
IHT Wealth Management
Illinois
$8.97M +$149K +164 +2%
JPWM
923
Jamison Private Wealth Management
Georgia
$8.97M +$119K +131 +1%
GIA
924
GHP Investment Advisors
Colorado
$8.95M -$478K -527 -5%
KNW
925
Kesler Norman & Wride
Utah
$8.92M -$592K -653 -6%
35 36
37
38 39