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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1476
Parisi Gray Wealth Management
New Jersey
$1.44M -$1.17M -2,252 -42%
VCP
1477
Vista Capital Partners
Oregon
$1.44M +$229K +441 +17%
SIM
1478
Sentry Investment Management
Wisconsin
$1.44M – – –
TCA
1479
Transcend Capital Advisors
New Jersey
$1.43M +$66.6K +128 +4%
PFGIA
1480
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M -$110K -212 -7%
WCM
1481
Whitener Capital Management
North Carolina
$1.43M +$41.6K +80 +3%
CFO
1482
Colony Family Offices
North Carolina
$1.43M – – –
TCM
1483
Tufton Capital Management
Maryland
$1.42M +$2.6K +5 +0.2%
PTP
1484
Platform Technology Partners
New York
$1.42M -$17.7K -34 -1%
RWA
1485
River Wealth Advisors
Pennsylvania
$1.42M +$206K +396 +15%
RWA
1486
Ropes Wealth Advisors
Massachusetts
$1.42M +$27.6K +53 +2%
FWA
1487
FSM Wealth Advisors
Ohio
$1.42M +$64.5K +124 +4%
WP
1488
Waycross Partners
Kentucky
$1.42M -$1.49M -2,856 -49%
MCM
1489
McDonough Capital Management
Florida
$1.42M -$72.8K -140 -4%
SACTSONJ
1490
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.42M – – –
OL
1491
Optas LLC
Texas
$1.42M +$51.5K +99 +3%
OR
1492
Olympiad Research
Connecticut
$1.41M -$41.6K -80 -3%
SVWAG
1493
Sound View Wealth Advisors Group
Georgia
$1.41M +$78K +150 +5%
NPA
1494
Nichols & Pratt Advisers
Massachusetts
$1.4M -$964K -1,854 -38%
CWS
1495
Cypress Wealth Services
California
$1.4M +$59.8K +115 +4%
NFG
1496
Nadler Financial Group
Illinois
$1.39M +$32.2K +62 +2%
RCM
1497
RNC Capital Management
California
$1.39M -$216K -416 -12%
HFG
1498
Heron Financial Group
New York
$1.39M +$15.6K +30 +1%
PPW
1499
Parcion Private Wealth
Washington
$1.39M +$2.08K +4 +0.1%
SIG
1500
Sky Investment Group
Connecticut
$1.38M +$31.2K +60 +2%
58 59
60
61 62