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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1226
BNC Wealth Management
Oregon
$5.67M +$127K +127 +2%
TC
1227
TAGStone Capital
North Carolina
$5.67M +$7.97K +8 +0.1%
UBG
1228
United Bank (Georgia)
Georgia
$5.66M +$29.9K +30 +0.5%
CWM
1229
Cordatus Wealth Management
Pennsylvania
$5.65M +$27.9K +28 +0.5%
BWP
1230
Balboa Wealth Partners
Arizona
$5.65M -$27.9K -28 -0.5%
NPA
1231
Nichols & Pratt Advisers
Massachusetts
$5.63M +$69.7K +70 +1%
ACM
1232
Accent Capital Management
Ohio
$5.63M -$103K -103 -2%
DSC
1233
Duncker Streett & Co
Missouri
$5.62M -$118K -118 -2%
CLA
1234
Carnegie Lake Advisors
New Jersey
$5.61M – – –
SM
1235
Sweeney & Michel
California
$5.6M -$107K -107 -2%
MA
1236
Mezzasalma Advisors
New Jersey
$5.6M +$134K +134 +2%
LOIM
1237
Liberty One Investment Management
Illinois
$5.58M +$589K +591 +11%
ECM
1238
Everence Capital Management
Indiana
$5.57M -$1.34M -1,345 -18%
CCM
1239
Connective Capital Management
California
$5.55M +$5.6M +5,621 +1,790%
SN
1240
Sittner & Nelson
Oregon
$5.55M -$368K -369 -6%
TPA
1241
Trivium Point Advisory
Connecticut
$5.53M +$647K +649 +12%
QIM
1242
Quest Investment Management
Oregon
$5.52M -$1.49M -1,494 -20%
WC
1243
Westerkirk Capital
$5.5M – – –
PCG
1244
PFC Capital Group
California
$5.5M -$11K -11 -0.2%
NA
1245
Navellier & Associates
Nevada
$5.49M -$76.7K -77 -1%
SVWAG
1246
Sound View Wealth Advisors Group
Georgia
$5.49M +$38.9K +39 +0.7%
PP
1247
Patron Partners
Texas
$5.48M -$996 -1 -0%
MWA
1248
Marathon Wealth Advisors
Massachusetts
$5.48M +$66.8K +67 +1%
FPF
1249
First Pacific Financial
Washington
$5.47M +$1.34M +1,344 +30%
TWP
1250
Tyche Wealth Partners
Texas
$5.45M -$552K -554 -9%
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