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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GTCM
1426
Gyon Technologies Capital Management
New Jersey
$922K +$655K +1,752 +252%
OCM
1427
Orion Capital Management
California
$920K +$912K +2,442 New
EWM
1428
EPG Wealth Management
Georgia
$919K +$142K +379 +18%
ODG
1429
O'Dell Group
Ohio
$919K +$912K +2,440 New
RCAG
1430
Rehmann Capital Advisory Group
Michigan
$917K -$174K -467 -16%
TCWA
1431
Ten Capital Wealth Advisors
Washington
$916K -$31.4K -84 -3%
RIG
1432
Roosevelt Investment Group
New York
$914K – – –
W
1433
WealthStone
Ohio
$907K +$23.2K +62 +3%
BEI
1434
Benjamin Edwards Inc
Missouri
$904K +$15.7K +42 +2%
EIA
1435
Eastover Investment Advisors
North Carolina
$904K +$20.6K +55 +2%
BFM
1436
Boothbay Fund Management
New York
$904K +$896K +2,398 New
NFSG
1437
Newbridge Financial Services Group
Florida
$899K -$178K -477 -17%
AWS
1438
Arkfeld Wealth Strategies
Nebraska
$898K -$28K -75 -3%
PWPS
1439
Pinnacle Wealth Planning Services
Ohio
$898K +$10.5K +28 +1%
SFA
1440
Sequoia Financial Advisors
Ohio
$897K +$45.6K +122 +5%
CBB
1441
Citizens Business Bank
California
$894K – – –
RP
1442
Rice Partnership
Hawaii
$892K +$179K +478 +25%
ALAM
1443
Asahi Life Asset Management
Japan
$891K +$129K +345 +17%
WQ
1444
Wealth Quarterback
New Jersey
$888K -$55.7K -149 -6%
UWM
1445
Urban Wealth Management
California
$888K +$880K +2,356 New
WKWM
1446
Walter & Keenan Wealth Management
Indiana
$885K – – –
MWM
1447
Modera Wealth Management
New Jersey
$885K +$461K +1,233 +110%
CCMG
1448
Clark Capital Management Group
Pennsylvania
$878K -$14.2K -38 -2%
CIA
1449
Choate Investment Advisors
Massachusetts
$876K – – –
SRSA
1450
S.R. Schill & Associates
Washington
$876K +$78.5K +210 +10%
56 57
58
59 60