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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1101
Forum Financial Management
Illinois
$3.08M +$340K +694 +13%
WI
1102
Wintrust Investments
Illinois
$3.08M +$377K +768 +14%
RCA
1103
Resonant Capital Advisors
Wisconsin
$3.07M +$153K +312 +5%
SSWM
1104
Strait & Sound Wealth Management
California
$3.06M +$73.1K +149 +2%
CCMW
1105
Cypress Capital Management (Wyoming)
Wyoming
$3.06M +$13.2K +27 +0.4%
RBC
1106
Romano Brothers & Co
Illinois
$3.06M -$190K -388 -6%
EHWM
1107
Eads & Heald Wealth Management
Georgia
$3.06M -$66.7K -136 -2%
PRC
1108
Pearl River Capital
Michigan
$3.05M +$3.01M +6,146 New
SDWIA
1109
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.05M – – –
ABLA
1110
Alan B. Lancz & Associates
Ohio
$3.05M +$981 +2 +0%
CNC
1111
Citizens & Northern Corp
Pennsylvania
$3.03M +$5.39K +11 +0.2%
MYAM
1112
Meiji Yasuda Asset Management
Japan
$3.02M -$250K -510 -8%
NB
1113
Nicolet Bankshares
Wisconsin
$3.02M -$31.9K -65 -0.8%
RP
1114
Rowlandmiller & Partners
Georgia
$3.01M -$19.6K -40 -0.7%
RWA
1115
Roberts Wealth Advisors
California
$3.01M +$64.7K +132 +2%
SF
1116
Symphony Financial
Texas
$3.01M -$492K -1,004 -14%
CT
1117
Chicago Trust
Illinois
$3.01M +$1.47K +3 +0%
MAS
1118
Meeder Advisory Services
Ohio
$2.99M -$25K -51 -0.8%
CWP
1119
Cyndeo Wealth Partners
Florida
$2.98M +$411K +837 +16%
HI
1120
Harrington Investments
California
$2.98M +$36.8K +75 +1%
APP
1121
Avantax Planning Partners
Iowa
$2.97M -$39.7K -81 -1%
AC
1122
Arjuna Capital
North Carolina
$2.97M -$1.86M -3,786 -39%
VWM
1123
Venturi Wealth Management
Texas
$2.97M -$442K -901 -13%
FB
1124
Fulton Bank
Pennsylvania
$2.96M +$122K +248 +4%
CWP
1125
CFM Wealth Partners
Texas
$2.96M +$224K +456 +8%
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