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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1176
IMS Capital Management
Oregon
$239K – – –
MMA
1177
Miracle Mile Advisors
California
$239K +$11.3K +72 +5%
S
1178
SignatureFD
Georgia
$238K +$25K +159 +12%
NFG
1179
Nadler Financial Group
Illinois
$237K -$47.1K -300 -17%
GAM
1180
Gould Asset Management
California
$236K – – –
GIP
1181
Greatmark Investment Partners
Georgia
$236K – – –
PWAG
1182
Polaris Wealth Advisory Group
California
$233K -$8.48K -54 -4%
WP
1183
WealthSource Partners
California
$232K +$4.08K +26 +2%
PBO
1184
Peoples Bank (Ohio)
Ohio
$231K – – –
BHBT
1185
Burke & Herbert Bank & Trust
Virginia
$230K – – –
CS
1186
Cannell & Spears
New York
$230K – – –
HTI
1187
Hikari Tsushin Inc
Japan
$230K – – –
SVCP
1188
Silicon Valley Capital Partners
California
$230K +$785 +5 +0.4%
BKA
1189
Brick & Kyle Associates
Pennsylvania
$224K – – –
NAMP
1190
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223K – – –
ACP
1191
Aveo Capital Partners
Colorado
$221K +$10.1K +64 +5%
FMWA
1192
Forvis Mazars Wealth Advisors
Missouri
$219K -$1.73K -11 -0.8%
AC
1193
Addison Capital
Pennsylvania
$219K +$210K +1,336 New
AFG
1194
Albion Financial Group
Utah
$218K +$157 +1 +0.1%
FAM
1195
Formidable Asset Management
Ohio
$217K +$207K +1,317 New
MBA
1196
McQueen Ball & Associates
Pennsylvania
$217K +$207K +1,319 New
GCP
1197
GSA Capital Partners
United Kingdom
$216K -$4.7M -29,945 -96%
WDA
1198
Wendell David Associates
New Hampshire
$216K +$206K +1,314 New
PJSIMP
1199
P.J. Schmidt Investment Management (PJS)
Wisconsin
$214K -$189K -1,200 -48%
AWE
1200
Avidian Wealth Enterprises
Texas
$214K – – –
46 47
48
49 50