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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1101
Patriot Financial Group Insurance Agency
Massachusetts
$6.94M -$6.41M -6,434 -46%
RWB
1102
RMR Wealth Builders
New Jersey
$6.94M +$1.23M +1,237 +20%
GBT
1103
Grove Bank & Trust
Florida
$6.93M +$499K +501 +7%
PA
1104
Procyon Advisors
Connecticut
$6.91M +$123K +123 +2%
MW
1105
Marble Wealth
Alabama
$6.9M +$18.9K +19 +0.3%
CAAS
1106
Capital Asset Advisory Services
Michigan
$6.89M +$481K +483 +7%
MCM
1107
McKinney Capital Management
Texas
$6.89M +$7.33M +7,361 New
CPWA
1108
Cerro Pacific Wealth Advisors
California
$6.89M +$47.8K +48 +0.7%
CC
1109
Courier Capital
New York
$6.88M +$41.8K +42 +0.6%
IPAM
1110
ICICI Prudential Asset Management
India
$6.86M -$19.9K -20 -0.3%
CFO
1111
Cambient Family Office
Michigan
$6.86M +$235K +236 +3%
IAIM
1112
International Assets Investment Management
Florida
$6.86M -$364K -365 -5%
WCA
1113
Westover Capital Advisors
Delaware
$6.86M +$173K +174 +2%
PMWMG
1114
Parr McKnight Wealth Management Group
Minnesota
$6.84M +$432K +434 +6%
ACM
1115
Ayrshire Capital Management
Connecticut
$6.84M -$65.8K -66 -0.9%
SBFM
1116
S-Bank Fund Management
Finland
$6.83M +$2.29M +2,296 +46%
RCAG
1117
Rehmann Capital Advisory Group
Michigan
$6.81M -$125K -125 -2%
RIP
1118
RAM Investment Partners
Washington
$6.74M -$437K -439 -6%
FG
1119
Fiduciary Group
Georgia
$6.74M -$36.9K -37 -0.5%
CWM
1120
Connecticut Wealth Management
Connecticut
$6.74M -$382K -383 -5%
1WA
1121
180 Wealth Advisors
Washington
$6.68M -$73.7K -74 -1%
HC
1122
Hendley & Co
Ohio
$6.63M -$35.9K -36 -0.5%
NCM
1123
Narwhal Capital Management
Georgia
$6.62M +$338K +339 +5%
PC
1124
Pecaut & Co
Iowa
$6.62M -$49.8K -50 -0.7%
AF
1125
Advisornet Financial
Minnesota
$6.61M +$51.8K +52 +0.7%
43 44
45
46 47