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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1326
Sovran Advisors
California
$5.27M -$104K -107 -2%
EW
1327
Evoke Wealth
California
$5.27M +$329K +338 +7%
TPWA
1328
TRUE Private Wealth Advisors
Oregon
$5.26M +$164K +168 +3%
MCP
1329
Mirador Capital Partners
California
$5.26M +$15.6K +16 +0.3%
TPA
1330
Trivium Point Advisory
Connecticut
$5.25M -$836K -858 -14%
TW
1331
TritonPoint Wealth
Maryland
$5.21M -$219K -225 -4%
HI
1332
Harrington Investments
California
$5.21M -$10.7K -11 -0.2%
TH
1333
TCTC Holdings
Texas
$5.18M -$156K -160 -3%
AAS
1334
Ameritas Advisory Services
Nebraska
$5.18M -$84.8K -87 -2%
SWMG
1335
Stillwater Wealth Management Group
Florida
$5.17M +$268K +275 +6%
TCPG
1336
Trivant Custom Portfolio Group
California
$5.16M -$78.9K -81 -2%
CYG
1337
Clean Yield Group
Vermont
$5.15M +$4.36M +4,479 +646%
SCM
1338
Sone Capital Management
New York
$5.15M +$5.04M +5,167 New
SFG
1339
SevenBridge Financial Group
Pennsylvania
$5.14M +$742K +761 +17%
AFA
1340
Allium Financial Advisors
Oregon
$5.13M -$2.07M -2,129 -29%
SFG
1341
Snider Financial Group
Washington
$5.12M -$478K -491 -9%
EFG
1342
Everhart Financial Group
Ohio
$5.11M +$41.9K +43 +0.8%
SLG
1343
Stanley-Laman Group
Pennsylvania
$5.11M +$180K +185 +4%
AWM
1344
Aviso Wealth Management
Washington
$5.1M +$424K +435 +9%
CAG
1345
Curtis Advisory Group
California
$5.1M +$567K +582 +13%
NG
1346
Norden Group
Utah
$5.09M +$637K +654 +15%
KF
1347
KKM Financial
Illinois
$5.07M – – –
EFM
1348
Eley Financial Management
Vermont
$5.07M -$975 -1 -0%
IPW
1349
Inlet Private Wealth
Florida
$5.06M -$195K -200 -4%
CT
1350
Chicago Trust
Illinois
$5.01M +$687K +705 +16%
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