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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1426
Heritage Wealth Advisors
Virginia
$620K +$176K +577 +39%
TFO
1427
Tarbox Family Office
California
$619K +$12.5K +41 +2%
VR
1428
Viridian RIA
Washington
$619K +$177K +583 +40%
CBFP
1429
Cedar Brook Financial Partners
Ohio
$618K +$13.4K +44 +2%
FBFS
1430
First Business Financial Services
Wisconsin
$618K +$620K +2,039 New
TF
1431
Trek Financial
Arizona
$617K +$113K +370 +22%
MCP
1432
Mirador Capital Partners
California
$616K +$136K +447 +28%
PT
1433
Plimoth Trust
Massachusetts
$616K +$295K +970 +92%
LCAM
1434
London & Capital Asset Management
United Kingdom
$616K +$618K +2,032 New
MGIA
1435
Moneta Group Investment Advisors
Missouri
$615K +$83.4K +274 +16%
SCM
1436
Stonebridge Capital Management
California
$614K -$45.6K -150 -7%
SSA
1437
South Street Advisors
New York
$614K – – –
MIM
1438
Moseley Investment Management
Florida
$614K +$21.9K +72 +4%
BCA
1439
Berman Capital Advisors
Georgia
$613K +$73.9K +243 +14%
ECA
1440
Elevated Capital Advisors
Utah
$612K +$519K +1,706 New
CSWG
1441
Cardinal Strategic Wealth Guidance
Kentucky
$611K -$12.2K -40 -2%
CA
1442
Calton & Associates
Florida
$610K +$32.9K +108 +6%
WPW
1443
Waldron Private Wealth
Pennsylvania
$608K +$147K +484 +32%
CCM
1444
Carlson Capital Management
Minnesota
$607K +$102K +334 +22%
FMLI
1445
Fukoku Mutual Life Insurance
Japan
$606K -$60.8K -200 -9%
MOS
1446
MGO One Seven
Ohio
$605K +$17K +56 +3%
EWM
1447
EPG Wealth Management
Georgia
$605K +$58.7K +193 +11%
LI
1448
Lafayette Investments
Maryland
$604K – – –
WP
1449
WMS Partners
Maryland
$601K – – –
RWM
1450
Ritholtz Wealth Management
New York
$601K +$75.5K +248 +14%
56 57
58
59 60