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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
1101
Northstar Wealth Partners
Connecticut
$1.6M -$184K -547 -11%
MWM
1102
Madison Wealth Management
Ohio
$1.6M +$47.7K +142 +3%
VFA
1103
Valeo Financial Advisors
Indiana
$1.6M +$241K +718 +19%
AF
1104
Advisornet Financial
Minnesota
$1.58M +$45K +134 +3%
CCM
1105
Condor Capital Management
New Jersey
$1.58M -$13.4K -40 -0.9%
DSC
1106
Duncker Streett & Co
Missouri
$1.58M – – –
CA
1107
CapWealth Advisors
Tennessee
$1.57M – – –
IB
1108
Intrust Bank
Kansas
$1.57M -$12.8K -38 -0.9%
BS
1109
Banco Santander
Spain
$1.56M -$96.8K -288 -6%
JFA
1110
Johanson Financial Advisors
California
$1.56M +$36.6K +109 +3%
AWM
1111
Avior Wealth Management
Nebraska
$1.56M +$370K +1,100 +33%
HFA
1112
HC Financial Advisors
California
$1.56M -$53.1K -158 -3%
BPGAM
1113
BTG Pactual Global Asset Management
Bermuda
$1.55M -$1.61M -4,794 -52%
GI
1114
GS Investments
Minnesota
$1.55M -$856K -2,547 -37%
SAM
1115
Strategy Asset Managers
California
$1.55M +$742K +2,209 +103%
BO
1116
BRR OpCo
Ohio
$1.54M +$114K +338 +8%
PFS
1117
Physicians Financial Services
North Carolina
$1.52M – – –
WHG
1118
Westwood Holdings Group
Texas
$1.52M +$88.4K +263 +7%
RCA
1119
Resonant Capital Advisors
Wisconsin
$1.52M -$11.8K -35 -0.8%
ZCI
1120
Zevenbergen Capital Investments
Washington
$1.52M -$21.8K -65 -1%
HWM
1121
Hohimer Wealth Management
Washington
$1.5M -$19.5K -58 -1%
BCWM
1122
Blue Chip Wealth Management
Florida
$1.49M +$121K +360 +9%
SHGA
1123
Sand Hill Global Advisors
California
$1.49M -$336 -1 -0%
AIIMS
1124
Analyst IMS Investment Management Services
Israel
$1.49M – – –
TC
1125
TownSquare Capital
Utah
$1.49M +$610K +1,815 +77%
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