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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
COI
1251
Capital One Investing
Virginia
$462K -$59.7K -273 -13%
CAG
1252
Crestwood Advisors Group
Massachusetts
$461K +$50.7K +232 +14%
DWM
1253
Doyle Wealth Management
Florida
$461K +$188K +859 +85%
FMLI
1254
Fukoku Mutual Life Insurance
Japan
$460K – – –
WKWM
1255
Walter & Keenan Wealth Management
Indiana
$460K – – –
HC
1256
Hendley & Co
Ohio
$458K – – –
PCA
1257
Peddock Capital Advisors
Massachusetts
$456K – – –
MOS
1258
MGO One Seven
Ohio
$456K +$169K +774 +70%
SCP
1259
Seizert Capital Partners
Michigan
$455K – – –
AFP
1260
Ausdal Financial Partners
Iowa
$455K +$15.1K +69 +4%
RWM
1261
Raffa Wealth Management
District of Columbia
$455K +$133K +607 +48%
VCM
1262
Vivaldi Capital Management
Illinois
$454K +$410K +1,874 New
JT
1263
Jump Trading
Illinois
$454K +$410K +1,875 New
HC
1264
Hourglass Capital
Texas
$453K – – –
LSAG
1265
Lake Street Advisors Group
New Hampshire
$453K +$19.7K +90 +5%
QIM
1266
Quest Investment Management
Oregon
$452K – – –
FRM
1267
Fox Run Management
Connecticut
$450K +$407K +1,860 New
VAG
1268
VisionPoint Advisory Group
Texas
$449K +$6.34K +29 +2%
IWC
1269
Integrated Wealth Concepts
Massachusetts
$447K +$65.4K +299 +19%
FI
1270
Financial Insights
Washington
$446K -$58.6K -268 -13%
GI
1271
Gradient Investments
Minnesota
$446K +$155K +710 +63%
CFIA
1272
Cantor Fitzgerald Investment Advisors
New York
$444K – – –
FIG
1273
FundX Investment Group
California
$444K – – –
BC
1274
Burney Company
Virginia
$442K -$91K -416 -19%
UC
1275
Unio Capital
New Jersey
$441K – – –
49 50
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