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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1451
Waverly Advisors
Alabama
$2.83M +$1.13M +1,581 +69%
RA
1452
Rational Advisors
New York
$2.83M -$462K -647 -14%
ACM
1453
Ardent Capital Management
Ohio
$2.82M – – –
OFG
1454
Oxford Financial Group
Indiana
$2.81M +$46.4K +65 +2%
WP
1455
WealthShield Partners
North Carolina
$2.8M -$12.1K -17 -0.4%
AAM
1456
Ascension Asset Management
New York
$2.8M +$2.73M +3,825 New
P
1457
&Partners
Tennessee
$2.8M +$1.88M +2,630 +224%
TNBTD
1458
Trustmark National Bank Trust Department
Mississippi
$2.79M +$259K +363 +11%
BG
1459
Bollard Group
Massachusetts
$2.79M +$63.5K +89 +2%
QCG
1460
Quadrant Capital Group
Ohio
$2.78M +$64.2K +90 +2%
JIR
1461
James Investment Research
Ohio
$2.78M -$39.3K -55 -1%
JWM
1462
JGP Wealth Management
Oregon
$2.78M -$306K -429 -10%
BWM
1463
BigSur Wealth Management
Florida
$2.77M +$1.43M +2,000 +112%
LTI
1464
Laffer Tengler Investments
Tennessee
$2.77M -$234K -328 -8%
CV
1465
Counterweight Ventures
North Carolina
$2.76M -$19.3K -27 -0.7%
AIM
1466
Aigen Investment Management
New York
$2.75M -$1.5M -2,107 -36%
CFA
1467
Capstone Financial Advisors
Illinois
$2.75M -$62.8K -88 -2%
IF
1468
Ironwood Financial
Arizona
$2.75M +$18.6K +26 +0.7%
LWL
1469
Leo Wealth LLC
Texas
$2.75M +$106K +148 +4%
CG
1470
Carmignac Gestion
France
$2.74M -$5.71M -8,005 -68%
BWG
1471
Boomfish Wealth Group
Georgia
$2.73M -$206K -289 -7%
DBRC
1472
D.B. Root & Company
Pennsylvania
$2.73M +$119K +166 +5%
OPW
1473
Oxler Private Wealth
New York
$2.72M +$1.5M +2,100 +130%
AF
1474
Apollon Financial
South Carolina
$2.71M +$280K +392 +12%
DAM
1475
Deltec Asset Management
New York
$2.71M – – –
57 58
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