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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CV
1426
Counterweight Ventures
North Carolina
$3.59M +$229K +264 +7%
CW
1427
CIC Wealth
Maryland
$3.59M -$26K -30 -0.7%
FFM
1428
Forum Financial Management
Illinois
$3.59M -$159K -183 -4%
IP
1429
Ignite Planners
California
$3.58M -$20.8K -24 -0.6%
OFG
1430
Oxford Financial Group
Indiana
$3.58M -$122K -140 -3%
CWM
1431
Cordatus Wealth Management
Pennsylvania
$3.58M +$44.3K +51 +1%
LWMM
1432
Legacy Wealth Management (Mississippi)
Mississippi
$3.58M +$92K +106 +3%
MLM
1433
Mount Lucas Management
Pennsylvania
$3.57M -$2.74M -3,161 -44%
GKWIM
1434
Gerber Kawasaki Wealth & Investment Management
California
$3.56M +$235K +271 +7%
CFA
1435
Capstone Financial Advisors
Illinois
$3.55M +$298K +343 +9%
HW
1436
Hedeker Wealth
Illinois
$3.54M +$6.94K +8 +0.2%
XF
1437
XML Financial
Maryland
$3.53M -$1.21M -1,395 -26%
AFG
1438
ABLE Financial Group
Arizona
$3.53M -$17.4K -20 -0.5%
YIH
1439
Y-Intercept (HK)
Hong Kong
$3.52M +$3.45M +3,973 New
BMC
1440
Beaton Management Company
Massachusetts
$3.52M – – –
SG
1441
Somerset Group
Minnesota
$3.51M – – –
GC
1442
Garde Capital
Washington
$3.51M +$141K +162 +4%
MPW
1443
Monterey Private Wealth
California
$3.5M -$3.47K -4 -0.1%
MCM
1444
McDonough Capital Management
Florida
$3.5M +$215K +248 +7%
NWM
1445
Napa Wealth Management
California
$3.5M +$3.42M +3,944 New
CIG
1446
Cairn Investment Group
Washington
$3.49M – – –
GWM
1447
GSB Wealth Management
Connecticut
$3.49M -$57.3K -66 -2%
UB
1448
Umpqua Bank
Oregon
$3.48M -$45.1K -52 -1%
LA
1449
Legacy Advisors
Pennsylvania
$3.45M +$114K +131 +3%
JIP
1450
Jaffetilchin Investment Partners
Florida
$3.45M +$212K +244 +7%
56 57
58
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