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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1476
Tradition Wealth Management
Minnesota
$829K +$822K +2,200 New
HL
1477
HeadInvest LLC
Maine
$827K +$262K +702 +47%
HFG
1478
Heron Financial Group
New York
$826K +$96.8K +259 +13%
PIA
1479
Perennial Investment Advisors
California
$819K +$17.2K +46 +2%
BCM
1480
Buckhead Capital Management
Georgia
$818K +$131K +350 +19%
SSWM
1481
Sheets Smith Wealth Management
North Carolina
$817K +$7.1K +19 +0.9%
AIM
1482
Aspen Investment Management
Michigan
$816K -$2.62K -7 -0.3%
VR
1483
Viridian RIA
Washington
$816K +$46.7K +125 +6%
MCP
1484
Mirador Capital Partners
California
$815K +$40K +107 +5%
MSWMA
1485
Market Street Wealth Management Advisors
Indiana
$811K – – –
VFM
1486
Vivid Financial Management
California
$810K +$2.62K +7 +0.3%
MP
1487
McDonald Partners
Ohio
$810K +$804K +2,151 New
HWA
1488
Heritage Wealth Advisors
Virginia
$808K -$37.4K -100 -4%
ECM
1489
Exchange Capital Management
Michigan
$807K +$17.2K +46 +2%
WA
1490
Wealth Alliance
New York
$807K +$20.2K +54 +3%
CW
1491
CreativeOne Wealth
Kansas
$802K +$795K +2,129 New
FNC
1492
First National Corp
Massachusetts
$801K +$374 +1 +0%
FBFS
1493
First Business Financial Services
Wisconsin
$801K +$36.6K +98 +5%
CAN
1494
Claraphi Advisory Network
United States
$799K +$52.3K +140 +7%
NICM
1495
Neo Ivy Capital Management
New York
$799K +$792K +2,120 New
VCP
1496
Vista Capital Partners
Oregon
$796K -$2.62K -7 -0.3%
BCM
1497
Birmingham Capital Management
Alabama
$791K – – –
3F
1498
360 Financial
Minnesota
$791K +$18.3K +49 +2%
AA
1499
Apriem Advisors
California
$791K +$68K +182 +9%
BCM
1500
Bluefin Capital Management
New York
$791K +$785K +2,100 New
58 59
60
61 62