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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1301
Edgestream Partners
New Jersey
$1.95M -$3.51M -6,915 -63%
SBIA
1302
Sheaff Brock Investment Advisors
Indiana
$1.94M +$64.4K +127 +3%
OPS
1303
Orion Portfolio Solutions
Nebraska
$1.94M +$64.9K +128 +3%
SG
1304
StoneX Group
New York
$1.94M -$98.4K -194 -5%
MPW
1305
Monterey Private Wealth
California
$1.93M +$55.3K +109 +3%
NP
1306
NorthRock Partners
Minnesota
$1.93M -$81.7K -161 -4%
CFG
1307
Cooper Financial Group
California
$1.92M +$121K +239 +6%
CT
1308
Columbia Trust
Oregon
$1.92M +$93.3K +184 +5%
AIIMS
1309
Analyst IMS Investment Management Services
Israel
$1.91M -$363K -715 -15%
AWA
1310
Arete Wealth Advisors
Illinois
$1.91M +$268K +528 +15%
MLL
1311
Moody Lynn & Lieberson
Massachusetts
$1.91M -$1.66M -3,264 -45%
FWM
1312
Forefront Wealth Management
Pennsylvania
$1.91M +$1.8M +3,541 +823%
NHC
1313
Nicholas Hoffman & Company
Georgia
$1.9M +$12.2K +24 +0.6%
EFS
1314
Essex Financial Services
Connecticut
$1.9M +$12.2K +24 +0.6%
CAWM
1315
Capital Advisors Wealth Management
Washington
$1.9M +$119K +235 +6%
PA
1316
Paragon Advisors
Texas
$1.89M -$309K -609 -13%
MWA
1317
Moser Wealth Advisors
Washington
$1.88M +$22.8K +45 +1%
DFA
1318
Delta Financial Advisors
Louisiana
$1.88M -$2.03K -4 -0.1%
ICG
1319
InterOcean Capital Group
Tennessee
$1.87M +$747K +1,473 +61%
SAM
1320
Seelaus Asset Management
New Jersey
$1.87M -$24.4K -48 -1%
OBGC
1321
O'Brien Greene & Co
Pennsylvania
$1.87M -$10.1K -20 -0.5%
LWM
1322
Loveless Wealth Management
Montana
$1.86M +$9.13K +18 +0.5%
DL
1323
DOHJ LLC
Washington
$1.86M +$90.3K +178 +5%
ACM
1324
Ardent Capital Management
Ohio
$1.86M – – –
STA
1325
Summit Trail Advisors
New York
$1.86M +$1.51M +2,967 +327%
51 52
53
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