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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1601
Fort Point Capital Partners
California
$243K +$237K +843 New
PHS
1602
Pekin Hardy Strauss
Illinois
$242K -$25.3K -90 -10%
SC
1603
Sawyer & Company
Massachusetts
$242K – – –
PIMG
1604
Patriot Investment Management Group
Tennessee
$242K +$281 +1 +0.1%
CAM
1605
Claret Asset Management
Quebec, Canada
$241K +$235K +835 New
DC
1606
Derby & Company
Massachusetts
$239K – – –
GSIS
1607
Global Strategic Investment Solutions
Arizona
$239K – – –
HTHT
1608
Hemenway Trust Hemenway Trust
New Hampshire
$238K -$77.7K -276 -25%
NEPWA
1609
New England Private Wealth Advisors
Massachusetts
$238K +$281 +1 +0.1%
JA
1610
JOYN Advisors
Georgia
$236K -$195K -692 -46%
TC
1611
Truvestments Capital
Florida
$236K – – –
ET
1612
Equitable Trust
Tennessee
$236K +$16K +57 +7%
SCA
1613
Spearhead Capital Advisors
Florida
$234K – – –
LSPW
1614
Lake Street Private Wealth
Illinois
$234K +$229K +813 New
FP
1615
Foundry Partners
Minnesota
$232K – – –
MTIM
1616
Marathon Trading Investment Management
Pennsylvania
$232K +$226K +804 New
OCM
1617
One Capital Management
California
$231K – – –
JWA
1618
JFS Wealth Advisors
Pennsylvania
$231K +$2.53K +9 +1%
SVWAG
1619
Sound View Wealth Advisors Group
Georgia
$231K +$11.3K +40 +5%
AF
1620
Alerus Financial
North Dakota
$231K +$226K +803 New
MCM
1621
MV Capital Management
Maryland
$230K – – –
CFG
1622
Cooper Financial Group
California
$229K -$44.2K -157 -16%
FMBTD
1623
First Midwest Bank Trust Division
Illinois
$228K – – –
AEPG
1624
American Economic Planning Group
New Jersey
$227K -$1.13K -4 -0.5%
CBU
1625
CIBC Bank USA
Illinois
$226K – – –
63 64
65
66 67