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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1476
Prostatis Group
Maryland
$940K +$650K +1,720 +262%
ACS
1477
Archford Capital Strategies
Illinois
$939K -$271K -717 -23%
RWI
1478
Red Wave Investments
Pennsylvania
$937K -$12.1K -32 -1%
OWP
1479
Obermeyer Wealth Partners
Colorado
$937K -$7.56K -20 -0.8%
IA
1480
IFG Advisory
Georgia
$934K -$222K -588 -20%
TCWA
1481
Ten Capital Wealth Advisors
Washington
$928K +$15.9K +42 +2%
CBB
1482
Citizens Business Bank
California
$927K – – –
EP
1483
Eudaimonia Partners
Tennessee
$925K -$513K -1,357 -37%
GA
1484
GoalVest Advisory
New York
$922K +$42.4K +112 +5%
HL
1485
HeadInvest LLC
Maine
$921K +$14.4K +38 +2%
PIA
1486
Perennial Investment Advisors
California
$916K -$47.6K -126 -5%
HCM
1487
Howland Capital Management
Massachusetts
$916K +$15.1K +40 +2%
WKWM
1488
Walter & Keenan Wealth Management
Indiana
$910K – – –
PRC
1489
Pearl River Capital
Michigan
$909K +$869K +2,298 New
SDWMA
1490
Schneider Downs Wealth Management Advisors
Pennsylvania
$895K +$4.92K +13 +0.6%
LFF
1491
Level Four Financial
Texas
$894K -$158K -419 -16%
NFSG
1492
Newbridge Financial Services Group
Florida
$893K +$21.2K +56 +3%
MWM
1493
Modera Wealth Management
New Jersey
$892K +$5.67K +15 +0.7%
ONST
1494
Old North State Trust
North Carolina
$889K -$34.8K -92 -4%
HPC
1495
HM Payson & Co
Maine
$889K +$5.67K +15 +0.7%
KMWM
1496
Keudell/Morrison Wealth Management
Oregon
$888K +$3.78K +10 +0.4%
RWB
1497
RMR Wealth Builders
New Jersey
$885K -$40.8K -108 -5%
GWMIA
1498
Global Wealth Management Investment Advisory
Florida
$883K +$16.3K +43 +2%
TFS
1499
TrustCore Financial Services
Tennessee
$882K +$10.6K +28 +1%
WWM
1500
Windsor Wealth Management
Indiana
$880K -$199K -526 -19%
58 59
60
61 62