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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1276
Advisornet Financial
Minnesota
$2.5M +$173K +342 +8%
RWA
1277
River Wealth Advisors
Pennsylvania
$2.49M +$216K +426 +10%
SSWM
1278
Sheets Smith Wealth Management
North Carolina
$2.48M +$9.61K +19 +0.4%
BTI
1279
Blue Trust Inc
Georgia
$2.48M -$421K -833 -14%
SFG
1280
Snider Financial Group
Washington
$2.47M +$1.22M +2,417 +111%
HCM
1281
Highview Capital Management
Illinois
$2.47M +$79.9K +158 +4%
EWM
1282
Elmwood Wealth Management
California
$2.46M -$313K -618 -12%
IB
1283
Intrust Bank
Kansas
$2.46M -$9.61K -19 -0.4%
BAM
1284
Belpointe Asset Management
Nevada
$2.45M -$4.11M -8,132 -64%
SC
1285
Saturna Capital
Washington
$2.45M – – –
CIA
1286
Choate Investment Advisors
Massachusetts
$2.45M +$369K +729 +19%
CTFG
1287
Capstone Triton Financial Group
Oklahoma
$2.44M +$91.6K +181 +4%
CBNLCF
1288
Cognios Beta Neutral Large Cap Fund
Kansas
$2.44M -$267K -527 -10%
PWMAG
1289
Pinnacle Wealth Management Advisory Group
New Jersey
$2.43M +$103K +204 +5%
MFS
1290
Monetta Financial Services
Illinois
$2.42M – – –
NPA
1291
Nichols & Pratt Advisers
Massachusetts
$2.42M +$382K +755 +20%
AWM
1292
Ameliora Wealth Management
Switzerland
$2.42M – – –
PFA
1293
Peak Financial Advisors
Colorado
$2.42M +$486K +961 +27%
GPA
1294
Garrison Point Advisors
California
$2.42M -$26.3K -52 -1%
FI
1295
Financial Insights
Washington
$2.41M +$43K +85 +2%
LB
1296
Leo Brokerage
Texas
$2.4M +$40K +79 +2%
CA
1297
CoreCap Advisors
Michigan
$2.4M +$2.26M +4,464 New
OFG
1298
Oxford Financial Group
Indiana
$2.39M +$594K +1,173 +36%
SFO
1299
Stokes Family Office
Louisiana
$2.38M +$43K +85 +2%
PAM
1300
Peak Asset Management
Colorado
$2.38M -$12.7K -25 -0.6%
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