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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1201
StrongBox Wealth
Missouri
$2.5M -$787K -1,514 -22%
KWA
1202
KCS Wealth Advisory
California
$2.5M -$259K -498 -9%
BWM
1203
BNC Wealth Management
Oregon
$2.49M -$125K -241 -4%
DWM
1204
Dorchester Wealth Management
Quebec, Canada
$2.49M -$156K -300 -5%
AG
1205
AIA Group
Hong Kong
$2.48M -$2.41M -4,633 -47%
SFS
1206
Strategic Financial Services
New York
$2.47M -$124K -238 -4%
JAG
1207
Journey Advisory Group
Kentucky
$2.47M +$407K +782 +18%
JWCA
1208
J.W. Cole Advisors
Florida
$2.46M +$74.4K +143 +3%
GPFA
1209
Game Plan Financial Advisors
Ohio
$2.46M +$1.56M +3,000 +136%
AAM
1210
Arabesque Asset Management
United Kingdom
$2.45M +$28.1K +54 +1%
FMB
1211
Field & Main Bank
Kentucky
$2.45M +$62.4K +120 +2%
MWM
1212
Mattern Wealth Management
Kansas
$2.44M +$28.1K +54 +1%
ITIM
1213
Indiana Trust & Investment Management
Indiana
$2.44M -$2.6K -5 -0.1%
MMG
1214
Monetary Management Group
Missouri
$2.43M +$5.2K +10 +0.2%
SAIG
1215
Semper Augustus Investments Group
Colorado
$2.42M – – –
FDS
1216
Freedom Day Solutions
Texas
$2.42M +$153K +294 +6%
SCM
1217
Salem Capital Management
Massachusetts
$2.41M -$7.8K -15 -0.3%
FMN
1218
Financial Management Network
California
$2.41M +$107K +206 +4%
GD
1219
Grandfield & Dodd
New York
$2.41M – – –
TCOT
1220
Trust Company of Toledo
Ohio
$2.41M +$20.8K +40 +0.8%
ACA
1221
Atlas Capital Advisors
Wyoming
$2.41M – – –
BBI
1222
Baxter Bros Inc
Connecticut
$2.4M +$1.04K +2 +0%
KPW
1223
Kore Private Wealth
New York
$2.4M +$11.4K +22 +0.4%
FPF
1224
First Pacific Financial
Washington
$2.4M +$90.5K +174 +4%
CCM
1225
Condor Capital Management
New Jersey
$2.4M +$122K +234 +5%
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