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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1126
Palumbo Wealth Management
New York
$6.27M -$97.8K -102 -1%
SOAMC
1127
Spirit of America Management Corp
New York
$6.25M – – –
PFGIA
1128
Patriot Financial Group Insurance Agency
Massachusetts
$6.25M +$2.38M +2,487 +58%
RHJA
1129
Rice Hall James & Associates
California
$6.25M +$5.51M +5,750 +575%
GGS
1130
Galvin Gaustad & Stein
Arizona
$6.22M -$133K -139 -2%
DIA
1131
Dana Investment Advisors
Wisconsin
$6.21M -$373K -389 -5%
TW
1132
TritonPoint Wealth
Maryland
$6.21M +$78.6K +82 +1%
EAM
1133
EFG Asset Management
Oregon
$6.2M +$223K +233 +4%
BAM
1134
Bellevue Asset Management
Washington
$6.19M -$31.6K -33 -0.5%
JSC
1135
Jackson Square Capital
California
$6.19M -$773K -806 -11%
CCFM
1136
Clear Creek Financial Management
Washington
$6.19M +$746K +778 +13%
VAS
1137
Vestmark Advisory Solutions
Massachusetts
$6.18M +$956K +997 +18%
GWSG
1138
GPS Wealth Strategies Group
Colorado
$6.17M -$78.6K -82 -1%
PFS
1139
Physicians Financial Services
North Carolina
$6.17M +$76.7K +80 +1%
TLP
1140
Trinity Legacy Partners
Texas
$6.16M +$192K +200 +3%
CAL
1141
Capital Analysts LLC
Pennsylvania
$6.15M -$179K -187 -3%
AT
1142
American Trust
Kentucky
$6.14M -$118K -123 -2%
SM
1143
STF Management
Texas
$6.14M -$132K -138 -2%
PGWM
1144
Parisi Gray Wealth Management
New Jersey
$6.12M +$24.9K +26 +0.4%
EWA
1145
Etesian Wealth Advisors
Oregon
$6.12M -$264K -275 -4%
WIC
1146
Woodmont Investment Counsel
Tennessee
$6.12M +$26.8K +28 +0.4%
TCM
1147
Twin Capital Management
Pennsylvania
$6.11M -$1.55M -1,618 -20%
WA1
1148
Wimmer Associates 1
California
$6.08M -$174K -182 -3%
IA
1149
Integrity Alliance
Iowa
$6.06M -$897K -936 -13%
PWM
1150
Peterson Wealth Management
Nevada
$6.05M +$204K +213 +3%
44 45
46
47 48