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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1176
CFM Wealth Partners
Texas
$2.51M +$87K +178 +3%
FFM
1177
Forum Financial Management
Illinois
$2.51M -$53.8K -110 -2%
VIP
1178
Vantage Investment Partners
Missouri
$2.51M – – –
CI
1179
Cigna Investments
Connecticut
$2.51M +$15.1K +31 +0.6%
TRIA
1180
Trail Ridge Investment Advisors
Colorado
$2.5M – – –
WANY
1181
Wealthspire Advisors (New York)
New York
$2.49M +$483K +988 +22%
GWM
1182
Graybill Wealth Management
Illinois
$2.48M +$14.2K +29 +0.5%
SWA
1183
Strata Wealth Advisors
Texas
$2.48M +$2.66M +5,440 New
GSB
1184
Greenfield Savings Bank
Massachusetts
$2.48M +$1.47K +3 +0.1%
MFS
1185
Madrona Financial Services
Washington
$2.48M – – –
WI
1186
Wintrust Investments
Illinois
$2.48M +$382K +781 +17%
GIM
1187
Guardian Investment Management
California
$2.47M – – –
KWA
1188
KCS Wealth Advisory
California
$2.47M +$61.6K +126 +2%
FIM
1189
Fruth Investment Management
Texas
$2.46M – – –
ACM
1190
AlphaStar Capital Management
North Carolina
$2.46M -$276K -564 -9%
KC
1191
Kenfarb & Co
Kentucky
$2.46M -$14.7K -30 -0.6%
GRQ
1192
Gardner Russo & Quinn
Pennsylvania
$2.46M – – –
BRG
1193
Bay Rivers Group
Virginia
$2.44M -$27.9K -57 -1%
LM
1194
Lincluden Management
Ontario, Canada
$2.44M +$2.61M +5,348 New
GI
1195
GS Investments
Minnesota
$2.43M – – –
MWM
1196
Mattern Wealth Management
Kansas
$2.43M +$78.7K +161 +3%
FCB
1197
First County Bank
Connecticut
$2.43M +$2.6M +5,322 New
SPW
1198
Surience Private Wealth
Washington
$2.43M +$2.6M +5,322 New
PP
1199
Patron Partners
Texas
$2.43M -$62.5K -128 -2%
BWM
1200
BNC Wealth Management
Oregon
$2.41M +$7.33K +15 +0.3%
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