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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
1251
Keating Investment Counselors
Florida
$792K – – –
RIG
1252
Roosevelt Investment Group
New York
$788K -$95.1K -320 -11%
IAN
1253
Integrated Advisors Network
Texas
$788K +$797K +2,680 New
MFG
1254
MidWestOne Financial Group
Iowa
$785K -$63K -212 -7%
BC
1255
Burney Company
Virginia
$781K +$318K +1,071 +68%
OFS
1256
OneAscent Financial Services
Alabama
$781K +$790K +2,659 New
OSAM
1257
O'Shaughnessy Asset Management
Connecticut
$780K +$314K +1,055 +66%
KFP
1258
KMG Fiduciary Partners
Ohio
$776K – – –
RPC
1259
Rossmore Private Capital
Connecticut
$774K – – –
VWM
1260
Vigilare Wealth Management
Arizona
$774K +$762K +2,564 New
CHA
1261
Carmichael Hill & Associates
Maryland
$773K – – –
PP
1262
Pegasus Partners
Wisconsin
$769K -$320K -1,076 -29%
SFFS
1263
Stonehage Fleming Financial Services
Jersey
$767K – – –
AWS
1264
Arkfeld Wealth Strategies
Nebraska
$763K +$787K +2,648 New
SFSIG
1265
San Francisco Sentry Investment Group
California
$753K – – –
CPIA
1266
Cornell Pochily Investment Advisors
New York
$750K -$5.65K -19 -0.7%
DI
1267
DFPG Investments
Utah
$750K +$517K +1,739 +230%
IAMOG
1268
Investors Asset Management of Georgia
Georgia
$749K – – –
EMG
1269
ETF Managers Group
New Jersey
$748K +$24.7K +83 +3%
CPO
1270
Cerity Partners OCIO
New York
$744K -$20.5K -69 -3%
YWP
1271
YorkBridge Wealth Partners
New York
$741K – – –
LWA
1272
Lenox Wealth Advisors
New York
$740K +$5.35K +18 +0.7%
ISL
1273
Ingalls & Snyder LLC
New York
$738K +$114K +383 +18%
EIP
1274
Ellis Investment Partners
Pennsylvania
$735K -$3.27K -11 -0.4%
SACTSONJ
1275
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$735K – – –
49 50
51
52 53