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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1526
Evoke Wealth
California
$294K +$288K +1,022 New
SIA
1527
Sit Investment Associates
Minnesota
$294K -$5.63K -20 -2%
LDFR
1528
Lehman & Derafelo Financial Resources
Pennsylvania
$294K – – –
GIA
1529
Guyasuta Investment Advisors
Pennsylvania
$293K -$56.3K -200 -16%
TA
1530
TCG Advisors
Texas
$292K +$281K +999 +6,244%
GC
1531
Grace Capital
Massachusetts
$289K -$59.1K -210 -17%
MIAS
1532
Mason Investment Advisory Services
Virginia
$288K – – –
FFG
1533
Fortem Financial Group
California
$288K – – –
LCS
1534
Levin Capital Strategies
New York
$288K – – –
WA
1535
Wheatland Advisors
Pennsylvania
$288K – – –
MFG
1536
Magnus Financial Group
New York
$286K +$5.07K +18 +2%
CST
1537
Charles Schwab Trust
Nevada
$286K +$284K +1,009 New
ACP
1538
Arcus Capital Partners
Georgia
$285K – – –
S
1539
SimplyRich
California
$285K +$26.5K +94 +10%
CCM
1540
Chickasaw Capital Management
Tennessee
$285K +$28.1K +100 +11%
OIWM
1541
OptiFour Integrated Wealth Management
Virginia
$283K -$11.8K -42 -4%
HKAM
1542
Horizon Kinetics Asset Management
New York
$282K -$19.7K -70 -7%
PPSG
1543
Princeton Portfolio Strategies Group
New Jersey
$282K – – –
LHC
1544
Little House Capital
Massachusetts
$282K +$275K +978 New
HAIM
1545
Hunter Associates Investment Management
Pennsylvania
$281K – – –
SAM
1546
SignalPoint Asset Management
Missouri
$280K -$4.22K -15 -2%
IP
1547
Investment Partners
Ohio
$280K +$1.69K +6 +0.6%
CA
1548
Cornerstone Advisory
Maryland
$278K +$46.7K +166 +21%
BCP
1549
Blue Chip Partners
Michigan
$277K +$563 +2 +0.2%
ATPW
1550
Ashton Thomas Private Wealth
Arizona
$277K -$23.1K -82 -8%
60 61
62
63 64