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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1201
ICW Investment Advisors
Arizona
$5.05M -$131K -168 -3%
SAG
1202
SageView Advisory Group
California
$5.01M +$505K +647 +12%
TWA
1203
TCI Wealth Advisors
Arizona
$4.99M +$8.58K +11 +0.2%
ABLA
1204
Alan B. Lancz & Associates
Ohio
$4.98M +$4.58M +5,863 New
PGWM
1205
Parisi Gray Wealth Management
New Jersey
$4.97M +$71.8K +92 +2%
SSWM
1206
Strait & Sound Wealth Management
California
$4.97M +$20.3K +26 +0.4%
HB
1207
HTLF Bank
Colorado
$4.97M -$256K -328 -5%
SG
1208
StoneX Group
New York
$4.96M +$393K +504 +9%
UF
1209
Univest Financial
Pennsylvania
$4.94M -$201K -257 -4%
BRG
1210
Bay Rivers Group
Virginia
$4.92M -$29.7K -38 -0.7%
CCIA
1211
Cherry Creek Investment Advisors
Colorado
$4.92M -$57.7K -74 -1%
CWG
1212
Cornerstone Wealth Group
North Carolina
$4.92M +$294K +377 +7%
GPFA
1213
Game Plan Financial Advisors
Ohio
$4.91M +$197K +252 +5%
HIA
1214
Harbor Investment Advisory
Maryland
$4.91M -$26.5K -34 -0.6%
FCM
1215
Fortis Capital Management
Washington
$4.89M +$2.3M +2,952 +105%
PWP
1216
Principle Wealth Partners
Connecticut
$4.89M +$9.36K +12 +0.2%
CCMG
1217
Clark Capital Management Group
Pennsylvania
$4.89M +$384K +492 +9%
LA
1218
LM Advisors
California
$4.87M -$390K -500 -8%
TWP
1219
Tyche Wealth Partners
Texas
$4.87M +$19.5K +25 +0.4%
CA
1220
CoreCap Advisors
Michigan
$4.85M +$46.8K +60 +1%
WA
1221
WBH Advisory
Maryland
$4.85M -$144K -184 -3%
PFS
1222
Physicians Financial Services
North Carolina
$4.85M +$389K +499 +10%
QI
1223
Qtron Investments
Massachusetts
$4.85M – – –
RCA
1224
Resonant Capital Advisors
Wisconsin
$4.84M +$153K +196 +4%
MFS
1225
Madrona Financial Services
Washington
$4.84M -$39.8K -51 -0.9%
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