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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1551
Fortitude Advisory Group
Washington
$3.39M +$212K +217 +7%
FHWM
1552
Fox Hill Wealth Management
Massachusetts
$3.39M -$3.09M -3,174 -47%
FI
1553
Finivi Inc
Massachusetts
$3.38M +$90.7K +93 +3%
TPW
1554
Turn8 Private Wealth
$3.38M -$31.2K -32 -0.9%
DL
1555
DOHJ LLC
Washington
$3.38M -$1.95K -2 -0.1%
OBGC
1556
O'Brien Greene & Co
Pennsylvania
$3.37M -$17.5K -18 -0.5%
NHC
1557
Nicholas Hoffman & Company
Georgia
$3.37M -$99.4K -102 -3%
RYIA
1558
Roehl & Yi Investment Advisors
Oregon
$3.37M +$139M +142,461 +4,178%
CWM
1559
Centric Wealth Management
Illinois
$3.37M +$604K +619 +21%
AWM
1560
Atticus Wealth Management
Florida
$3.36M +$97.5K +100 +3%
BA
1561
BCM Advisors
Louisiana
$3.36M – – –
CPSC
1562
Carl P. Sherr & Co
Massachusetts
$3.36M – – –
EC
1563
Enhancing Capital
Pennsylvania
$3.35M +$3.9K +4 +0.1%
EWM
1564
Elmwood Wealth Management
California
$3.35M -$120K -123 -3%
BFA
1565
Benedict Financial Advisors
Georgia
$3.35M -$208K -213 -6%
CB
1566
Cadence Bank
Mississippi
$3.34M -$83.8K -86 -2%
WHC
1567
Wulff, Hansen & Co
California
$3.34M +$1.22M +1,249 +55%
F8IS
1568
Figure 8 Investment Strategies
Idaho
$3.34M -$883K -906 -20%
CCP
1569
Clarkston Capital Partners
Michigan
$3.34M -$168K -172 -5%
HPC
1570
HM Payson & Co
Maine
$3.33M +$41.9K +43 +1%
WP
1571
WealthShield Partners
North Carolina
$3.32M -$650K -667 -16%
ACM
1572
Allred Capital Management
Texas
$3.32M -$21.4K -22 -0.6%
SWM
1573
Sculati Wealth Management
Michigan
$3.31M -$106K -109 -3%
SA
1574
SoundView Advisors
Washington
$3.31M -$2.38M -2,441 -41%
DAM
1575
Deltec Asset Management
New York
$3.3M – – –
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