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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1426
JPL Wealth Management
Colorado
$2.63M +$2.36M +3,984 New
QPWM
1427
Quadrant Private Wealth Management
Pennsylvania
$2.63M -$20.2K -34 -0.9%
BMC
1428
Beaton Management Company
Massachusetts
$2.63M -$59.3K -100 -2%
I
1429
INVST
Indiana
$2.62M -$4.74K -8 -0.2%
BFA
1430
Benedict Financial Advisors
Georgia
$2.62M -$5.93K -10 -0.3%
KF
1431
KKM Financial
Illinois
$2.62M +$2.35M +3,967 New
AA
1432
Altman Advisors
Illinois
$2.61M +$10.7K +18 +0.5%
SCP
1433
Sivia Capital Partners
California
$2.6M +$2.34M +3,946 New
ACA
1434
Aspire Capital Advisors
Washington
$2.6M +$593 +1 +0%
CCFM
1435
Clear Creek Financial Management
Washington
$2.6M +$51K +86 +2%
AI
1436
Accredited Investors
Minnesota
$2.6M -$13.6K -23 -0.6%
IA
1437
IFG Advisory
Georgia
$2.6M +$140K +237 +6%
OBGC
1438
O'Brien Greene & Co
Pennsylvania
$2.6M – – –
AIS
1439
AM Investment Strategies
Tennessee
$2.6M +$61K +103 +3%
WP
1440
WealthShield Partners
North Carolina
$2.6M +$983K +1,659 +76%
MPW
1441
Monterey Private Wealth
California
$2.59M -$14.2K -24 -0.6%
LWMM
1442
Legacy Wealth Management (Mississippi)
Mississippi
$2.59M -$5.33K -9 -0.2%
CWM
1443
Cordatus Wealth Management
Pennsylvania
$2.59M -$31.4K -53 -1%
WPC
1444
Wedmont Private Capital
Pennsylvania
$2.58M +$379K +639 +20%
CPIG
1445
Chicago Partners Investment Group
Illinois
$2.57M +$14.8K +25 +0.7%
EVM
1446
Evelyn V. Moreno
$2.56M – – –
CVA
1447
Central Valley Advisors
California
$2.55M +$2.29M +3,868 New
RWB
1448
RMR Wealth Builders
New Jersey
$2.55M +$219K +369 +11%
CPC
1449
Consolidated Planning Corp
Georgia
$2.55M +$181K +306 +9%
CT
1450
Columbia Trust
Oregon
$2.55M +$97.8K +165 +4%
56 57
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