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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1326
Cedar Brook Financial Partners
Ohio
$418K +$3.74K +15 +1%
WIM
1327
Westside Investment Management
California
$417K +$393K +1,578 New
BBA
1328
Braun-Bostich & Associates
Pennsylvania
$415K -$280K -1,124 -42%
CHP
1329
Cable Hill Partners
Oregon
$415K -$12.2K -49 -3%
BCM
1330
Brookmont Capital Management
Texas
$415K – – –
MWM
1331
Meridian Wealth Management
Kentucky
$415K +$1.99K +8 +0.5%
BST
1332
Bath Savings Trust
Maine
$413K -$7.48K -30 -2%
NA
1333
Nottingham Advisors
New York
$412K -$60.1K -241 -13%
EAM
1334
Evanson Asset Management
California
$412K -$2.24K -9 -0.6%
BFO
1335
Biltmore Family Office
North Carolina
$412K – – –
CL
1336
Choreo LLC
Illinois
$412K +$5.23K +21 +1%
NFG
1337
Nations Financial Group
Iowa
$412K +$7.73K +31 +2%
EWA
1338
Evolution Wealth Advisors
Florida
$410K +$325K +1,303 +521%
CCB
1339
Cutter & Co Brokerage
Missouri
$408K +$29.9K +120 +8%
EP
1340
Edgestream Partners
New Jersey
$407K -$4.68M -18,792 -92%
BRA
1341
Bender Robert & Associates
California
$407K -$1.75K -7 -0.5%
BSPF
1342
British Steel Pension Fund
United Kingdom
$405K -$418K -1,678 -52%
AWE
1343
Avidian Wealth Enterprises
Texas
$405K – – –
FMWA
1344
Forvis Mazars Wealth Advisors
Missouri
$405K +$9.72K +39 +3%
DIA
1345
Dana Investment Advisors
Wisconsin
$404K -$121K -487 -24%
HL
1346
HeadInvest LLC
Maine
$404K – – –
PWPS
1347
Pinnacle Wealth Planning Services
Ohio
$404K +$26.7K +107 +8%
DWM
1348
Darwin Wealth Management
Florida
$401K -$38.6K -155 -9%
JA
1349
JOYN Advisors
Georgia
$401K +$377K +1,512 New
CFD
1350
Creative Financial Designs
Indiana
$398K -$1.5K -6 -0.4%
52 53
54
55 56