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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1276
Resonant Capital Advisors
Wisconsin
$5.05M +$21.3K +23 +0.4%
CPIG
1277
Chicago Partners Investment Group
Illinois
$5.04M +$713K +768 +16%
BAS
1278
Brueske Advisory Services
Washington
$5.03M +$5.09M +5,489 New
RCG
1279
Regatta Capital Group
California
$5.03M -$67.7K -73 -1%
WA
1280
WBH Advisory
Maryland
$5M -$17.6K -19 -0.3%
PP
1281
Patron Partners
Texas
$5M -$13.9K -15 -0.3%
LFAS
1282
Level Four Advisory Services
Texas
$5M -$1.38M -1,483 -21%
LOIM
1283
Liberty One Investment Management
Illinois
$4.99M +$138K +149 +3%
CCM
1284
Cohen Capital Management
California
$4.98M – – –
ACS
1285
Archford Capital Strategies
Illinois
$4.98M +$54.7K +59 +1%
PB
1286
Pinnacle Bancorp
Nebraska
$4.95M -$221K -238 -4%
GRQ
1287
Gardner Russo & Quinn
Pennsylvania
$4.95M -$23.2K -25 -0.5%
TPWA
1288
TRUE Private Wealth Advisors
Oregon
$4.93M -$27.8K -30 -0.6%
IPW
1289
Inlet Private Wealth
Florida
$4.92M – – –
LSAG
1290
Lake Street Advisors Group
New Hampshire
$4.91M +$530K +571 +12%
FWM
1291
Forefront Wealth Management
Pennsylvania
$4.91M +$4.97M +5,361 New
EP
1292
Edgestream Partners
New Jersey
$4.91M +$1.8M +1,940 +57%
1C
1293
111 Capital
France
$4.91M +$4.97M +5,360 New
SAG
1294
SageView Advisory Group
California
$4.91M +$328K +353 +7%
SDWIA
1295
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.9M -$59.4K -64 -1%
TCPG
1296
Trivant Custom Portfolio Group
California
$4.9M -$49.2K -53 -1%
XSC
1297
X-Square Capital
Puerto Rico
$4.9M -$6.5K -7 -0.1%
ACM
1298
Alcosta Capital Management
California
$4.9M +$4.96M +5,343 New
QI
1299
Qtron Investments
Massachusetts
$4.89M -$280K -302 -5%
EWA
1300
Encompass Wealth Advisors
Oregon
$4.89M -$2.16M -2,327 -30%
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