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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1501
Forvis Mazars Wealth Advisors
Missouri
$503K +$78.9K +260 +17%
OWP
1502
Obermeyer Wealth Partners
Colorado
$500K -$45.2K -149 -8%
MGIA
1503
Moneta Group Investment Advisors
Missouri
$500K +$5.76K +19 +1%
CAIMH
1504
Central Asset Investments & Management Holdings
Hong Kong
$498K +$531K +1,750 New
SRC
1505
Sage Rhino Capital
California
$497K +$6.98K +23 +1%
RWM
1506
Ritholtz Wealth Management
New York
$494K +$7.89K +26 +2%
LCOV
1507
London Company of Virginia
Virginia
$493K – – –
PIA
1508
Pinion Investment Advisors
Kansas
$492K +$25.5K +84 +5%
FBB
1509
Fulton Breakefield Broenniman
Maryland
$490K -$27.3K -90 -5%
AWE
1510
Avidian Wealth Enterprises
Texas
$490K +$35.2K +116 +7%
MCP
1511
Mirador Capital Partners
California
$490K +$481K +1,586 New
ECM
1512
Ensemble Capital Management
California
$485K – – –
SWM
1513
Stockman Wealth Management
Montana
$481K -$6.07K -20 -1%
PIG
1514
Pantheon Investment Group
California
$481K +$37.3K +123 +8%
FFG
1515
Fortem Financial Group
California
$481K +$208K +686 +69%
BST
1516
Bath Savings Trust
Maine
$480K -$22.8K -75 -4%
EWM
1517
Endurance Wealth Management
Rhode Island
$480K +$910 +3 +0.2%
OA
1518
Oxbow Advisors
Texas
$478K -$9.71K -32 -2%
VDI
1519
Vaughan David Investments
Illinois
$476K +$1.52K +5 +0.3%
TF
1520
Trek Financial
Arizona
$475K – – –
BCM
1521
BTC Capital Management
Iowa
$474K -$38.8K -128 -7%
BHTS
1522
Bar Harbor Trust Services
Maine
$474K -$10.6K -35 -2%
CCM
1523
Carlson Capital Management
Minnesota
$474K +$41.6K +137 +10%
PWMG
1524
Prestige Wealth Management Group
New Jersey
$473K +$48.9K +161 +11%
JA
1525
JOYN Advisors
Georgia
$472K +$252K +830 +101%
59 60
61
62 63