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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1476
Global Wealth Management Investment Advisory
Florida
$1.43M +$109K +214 +8%
DC
1477
DeDora Capital
California
$1.42M +$88.8K +175 +6%
GAM
1478
Grandview Asset Management
Pennsylvania
$1.42M +$28.9K +57 +2%
RWA
1479
Ropes Wealth Advisors
Massachusetts
$1.42M -$25.4K -50 -2%
WCM
1480
Whitener Capital Management
North Carolina
$1.42M +$107K +210 +8%
FUBT
1481
First United Bank & Trust
Maryland
$1.41M +$172K +339 +13%
MPPLM
1482
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.41M +$72K +142 +5%
CPM
1483
Connective Portfolio Management
New York
$1.4M -$68.5K -135 -4%
RCAG
1484
Rehmann Capital Advisory Group
Michigan
$1.4M -$22.8K -45 -2%
MG
1485
Mather Group
Illinois
$1.4M +$306K +603 +26%
WFC
1486
Western Financial Corp
California
$1.4M +$144K +283 +11%
HFG
1487
Heron Financial Group
New York
$1.39M -$33K -65 -2%
TCA
1488
Transcend Capital Advisors
New Jersey
$1.39M +$175K +345 +13%
WPW
1489
Waldron Private Wealth
Pennsylvania
$1.39M +$391K +771 +36%
OL
1490
Optas LLC
Texas
$1.39M -$16.7K -33 -1%
ACM
1491
Argent Capital Management
Missouri
$1.39M – – –
WAS
1492
Winch Advisory Services
Wisconsin
$1.39M -$106K -209 -7%
SRAM
1493
Spouting Rock Asset Management
Pennsylvania
$1.39M +$1.47M +2,895 New
NFG
1494
Nadler Financial Group
Illinois
$1.39M +$35.5K +70 +2%
NFSG
1495
Newbridge Financial Services Group
Florida
$1.38M -$47.2K -93 -3%
CWS
1496
Cypress Wealth Services
California
$1.38M -$541K -1,067 -27%
CNBTD
1497
Citizens National Bank Trust Department
Mississippi
$1.38M -$65.9K -130 -4%
FBFS
1498
First Business Financial Services
Wisconsin
$1.38M -$38K -75 -3%
ECG
1499
Edge Capital Group
Georgia
$1.38M +$9.11M +17,958 +924%
SIG
1500
Sky Investment Group
Connecticut
$1.38M – – –
58 59
60
61 62