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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1051
Sagespring Wealth Partners
Tennessee
$7.59M +$580K +584 +8%
RWM
1052
Rench Wealth Management
Texas
$7.57M +$132K +133 +2%
SG
1053
StoneX Group
New York
$7.55M +$442K +445 +6%
JSW
1054
Journey Strategic Wealth
New Jersey
$7.55M +$763K +768 +11%
CT
1055
Clearstead Trust
Maine
$7.54M +$250K +252 +3%
ITIM
1056
Indiana Trust & Investment Management
Indiana
$7.54M +$32.8K +33 +0.4%
JWCA
1057
J.W. Coons Advisors
Ohio
$7.53M +$2.78M +2,800 +58%
WCM
1058
Weik Capital Management
Pennsylvania
$7.52M -$460K -463 -6%
BG
1059
Bahl & Gaynor
Ohio
$7.52M -$16.9K -17 -0.2%
HWP
1060
Highline Wealth Partners
California
$7.51M +$102K +103 +1%
1WA
1061
180 Wealth Advisors
Washington
$7.51M -$195K -196 -3%
WCA
1062
Westover Capital Advisors
Delaware
$7.51M -$148K -149 -2%
TAM
1063
Townsend Asset Management
North Carolina
$7.48M -$60.6K -61 -0.8%
LF
1064
Longbow Finance
Switzerland
$7.48M – – –
FPAS
1065
Focus Partners Advisor Solutions
Missouri
$7.48M -$3.26M -3,281 -30%
OHIS
1066
Oak Harvest Investment Services
Texas
$7.47M -$82.5K -83 -1%
RCAG
1067
Rehmann Capital Advisory Group
Michigan
$7.46M -$205K -206 -3%
FFS
1068
Fischer Financial Services
Pennsylvania
$7.46M -$12.9K -13 -0.2%
MG
1069
Mather Group
Illinois
$7.44M -$172K -173 -2%
FG
1070
Fiduciary Group
Georgia
$7.42M -$83.5K -84 -1%
JSC
1071
Jackson Square Capital
California
$7.42M +$84.5K +85 +1%
IA
1072
Integrity Alliance
Iowa
$7.41M -$9.5M -9,559 -56%
AC
1073
AlpenGlobal Capital
California
$7.4M +$74.5K +75 +1%
CI
1074
Carroll Investors
South Carolina
$7.39M +$92.4K +93 +1%
CWM
1075
Chronos Wealth Management
Florida
$7.38M -$239K -240 -3%
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