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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1101
StoneX Group
New York
$6.79M -$223K -229 -3%
TPA
1102
Trivium Point Advisory
Connecticut
$6.79M -$190K -195 -3%
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$6.78M -$140K -144 -2%
RWA
1104
River Wealth Advisors
Pennsylvania
$6.76M -$197K -202 -3%
TP
1105
Tranquility Partners
Tennessee
$6.75M +$83.8K +86 +1%
SAM
1106
Sawgrass Asset Management
Florida
$6.75M -$2.88M -2,949 -29%
HI
1107
Horizon Investments
North Carolina
$6.75M +$309K +317 +5%
SS
1108
Sunbelt Securities
Texas
$6.72M +$149K +153 +2%
SWP
1109
Sagespring Wealth Partners
Tennessee
$6.7M +$923K +947 +15%
EWA
1110
Etesian Wealth Advisors
Oregon
$6.69M – – –
JWM
1111
JPL Wealth Management
Colorado
$6.69M -$136K -140 -2%
FNA
1112
First National Advisers
Nebraska
$6.67M -$1.13M -1,163 -14%
FHA
1113
Flagship Harbor Advisors
Massachusetts
$6.65M -$14.6K -15 -0.2%
KM
1114
KP Management
Minnesota
$6.62M – – –
BTI
1115
Blue Trust Inc
Georgia
$6.62M +$101K +104 +2%
TFA
1116
Transamerica Financial Advisors
Florida
$6.61M -$834K -855 -11%
PWM
1117
Palumbo Wealth Management
New York
$6.61M +$949K +973 +16%
MWM
1118
Modera Wealth Management
New Jersey
$6.61M -$86.8K -89 -1%
FIB
1119
First Interstate Bank
Montana
$6.6M -$301K -309 -4%
TW
1120
TritonPoint Wealth
Maryland
$6.6M +$42.9K +44 +0.6%
CAC
1121
Certified Advisory Corp
Florida
$6.57M -$147K -151 -2%
HIC
1122
Holderness Investments Company
North Carolina
$6.57M +$18.5K +19 +0.3%
GBT
1123
Grove Bank & Trust
Florida
$6.56M +$3.98M +4,080 +143%
SC
1124
Syon Capital
California
$6.54M +$880K +903 +15%
CAL
1125
Capital Analysts LLC
Pennsylvania
$6.54M -$114K -117 -2%
43 44
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