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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1426
Grace Capital
Massachusetts
$594K +$281K +926 +80%
TMAM
1427
Tokio Marine Asset Management
Japan
$593K +$54.6K +180 +9%
PBO
1428
Peoples Bank (Ohio)
Ohio
$592K +$3.64K +12 +0.6%
CWM
1429
Cornerstone Wealth Management
Missouri
$589K +$104K +343 +20%
SAM
1430
Strategy Asset Managers
California
$588K +$54K +178 +9%
CSWG
1431
Cardinal Strategic Wealth Guidance
Kentucky
$586K -$37.9K -125 -6%
PWM
1432
Paulson Wealth Management
Illinois
$582K -$5.16K -17 -0.9%
SRSA
1433
S.R. Schill & Associates
Washington
$582K +$49.8K +164 +9%
AA
1434
Apriem Advisors
California
$581K +$76.5K +252 +14%
AIC
1435
Ameritas Investment Company
Nebraska
$581K +$236K +779 +62%
HCM
1436
Howland Capital Management
Massachusetts
$577K -$1.52K -5 -0.2%
SSA
1437
South Street Advisors
New York
$577K – – –
JCM
1438
Jag Capital Management
Missouri
$576K +$269K +888 +78%
ONST
1439
Old North State Trust
North Carolina
$571K +$57K +188 +10%
3F
1440
360 Financial
Minnesota
$571K +$132K +435 +28%
TFO
1441
Tarbox Family Office
California
$570K -$133K -439 -18%
LI
1442
Lafayette Investments
Maryland
$568K +$4.86K +16 +0.8%
CBFP
1443
Cedar Brook Financial Partners
Ohio
$568K +$148K +487 +32%
CWP
1444
CFM Wealth Partners
Texas
$567K +$537K +1,770 +808%
WWM
1445
WT Wealth Management
Arizona
$566K +$219K +721 +57%
WP
1446
WMS Partners
Maryland
$565K -$14.6K -48 -2%
FNBOH
1447
First National Bank of Hutchinson
Kansas
$562K -$18.5K -61 -3%
PMFA
1448
Plante Moran Financial Advisors
Michigan
$562K +$46.4K +153 +8%
FI
1449
Financial Insights
Washington
$558K +$34.6K +114 +6%
TW
1450
TrinityPoint Wealth
Connecticut
$558K +$63.1K +208 +12%
56 57
58
59 60