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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1226
Jessup Wealth Management
Ohio
$2.44M -$36.8K -75 -2%
LOIM
1227
Liberty One Investment Management
Illinois
$2.44M +$245K +500 +11%
DIA
1228
Dana Investment Advisors
Wisconsin
$2.44M +$453K +923 +23%
FDS
1229
Freedom Day Solutions
Texas
$2.44M -$58.4K -119 -2%
WMC
1230
Westwood Management Corporation
Illinois
$2.44M – – –
PVI
1231
Pine Valley Investments
New Jersey
$2.43M +$2.42M +4,944 New
FWM
1232
Forza Wealth Management
Florida
$2.42M +$2.12M +4,323 +798%
CSC
1233
Caldwell Sutter Capital
California
$2.41M +$319K +650 +15%
DPIM
1234
Duff & Phelps Investment Management
Illinois
$2.41M +$49K +100 +2%
AWA
1235
Alta Wealth Advisors
Massachusetts
$2.41M +$425K +867 +22%
RCG
1236
Regatta Capital Group
California
$2.41M – – –
BFA
1237
Beaumont Financial Advisors
Massachusetts
$2.4M +$3.92K +8 +0.2%
JSC
1238
Jackson Square Capital
California
$2.4M +$2.37M +4,828 New
PA
1239
Paragon Advisors
Texas
$2.4M -$106K -217 -4%
CCIA
1240
Cherry Creek Investment Advisors
Colorado
$2.39M +$2.45K +5 +0.1%
CCM
1241
Condor Capital Management
New Jersey
$2.39M -$139K -284 -6%
FWM
1242
Forefront Wealth Management
Pennsylvania
$2.38M -$1.47K -3 -0.1%
EFM
1243
E Fund Management
China
$2.38M -$136K -278 -5%
PWM
1244
Peterson Wealth Management
Nevada
$2.37M +$15.7K +32 +0.7%
OSNBOA
1245
Old Second National Bank of Aurora
Illinois
$2.36M -$62.8K -128 -3%
XF
1246
XML Financial
Maryland
$2.35M +$490 +1 +0%
WF
1247
Wayfinding Financial
Washington
$2.35M -$116K -236 -5%
HFS
1248
Hantz Financial Services
Michigan
$2.35M +$153K +311 +7%
FNBT
1249
FineMark National Bank & Trust
Florida
$2.33M +$219K +447 +11%
NL
1250
NVWM LLC
Pennsylvania
$2.32M +$844K +1,720 +58%
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