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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
1326
James Investment Research
Ohio
$1.91M +$956K +1,957 +88%
BWP
1327
Balboa Wealth Partners
Arizona
$1.91M +$88.9K +182 +5%
SSWM
1328
Smith Salley Wealth Management
North Carolina
$1.9M +$151K +308 +8%
MWA
1329
Moser Wealth Advisors
Washington
$1.9M +$56.2K +115 +3%
AC
1330
AlphaCore Capital
California
$1.89M +$346K +709 +21%
NHC
1331
Nicholas Hoffman & Company
Georgia
$1.89M +$16.6K +34 +0.8%
SHGA
1332
Sand Hill Global Advisors
California
$1.89M -$3.91K -8 -0.2%
LP
1333
LMR Partners
United Kingdom
$1.89M -$1.59M -3,252 -44%
WG
1334
Winton Group
United Kingdom
$1.89M +$875K +1,791 +77%
MIM
1335
MTM Investment Management
South Carolina
$1.88M +$4.89K +10 +0.2%
SFS
1336
Strategic Financial Services
New York
$1.87M -$561K -1,149 -22%
BMC
1337
Beaton Management Company
Massachusetts
$1.86M -$5.86K -12 -0.3%
KWS
1338
Keystone Wealth Services
California
$1.86M +$93.3K +191 +5%
RIM
1339
Regent Investment Management
Kentucky
$1.85M +$1.15M +2,352 +138%
DWM
1340
Darwin Wealth Management
Florida
$1.84M -$194K -396 -9%
XT
1341
XTX Topco
Cayman Islands
$1.83M +$341K +697 +21%
I
1342
INVST
Indiana
$1.83M -$30.3K -62 -2%
PP
1343
PDT Partners
New York
$1.83M -$684K -1,400 -26%
HPCM
1344
Hunter Perkins Capital Management
Illinois
$1.83M – – –
SBIA
1345
Sheaff Brock Investment Advisors
Indiana
$1.82M +$8.8K +18 +0.5%
DIA
1346
Dana Investment Advisors
Wisconsin
$1.82M -$137K -280 -7%
AWA
1347
Alta Wealth Advisors
Massachusetts
$1.82M +$33.2K +68 +2%
LWMM
1348
Legacy Wealth Management (Mississippi)
Mississippi
$1.82M -$11.2K -23 -0.6%
GWM
1349
GSB Wealth Management
Connecticut
$1.81M -$329K -673 -14%
CI
1350
Conning Inc
Connecticut
$1.81M -$13.2K -27 -0.7%
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