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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GTCM
1601
Gyon Technologies Capital Management
New Jersey
$649K -$211K -605 -25%
NGA
1602
Naples Global Advisors
Florida
$649K – – –
SVWAG
1603
Sound View Wealth Advisors Group
Georgia
$648K +$53.6K +154 +9%
CB
1604
CNB Bank
Pennsylvania
$648K +$120K +345 +23%
BWM
1605
Biltmore Wealth Management
Arizona
$648K +$641K +1,840 New
OL
1606
Optas LLC
Texas
$645K – – –
ECG
1607
Edge Capital Group
Georgia
$645K +$97.5K +280 +18%
HFS
1608
HBC Financial Services
Washington
$645K +$174K +500 +39%
SWM
1609
Stockman Wealth Management
Montana
$644K -$138K -397 -18%
WP
1610
WMS Partners
Maryland
$644K -$50.5K -145 -7%
WAOI
1611
Wealth Advisors of Iowa
Iowa
$640K – – –
PWSG
1612
Pacific Wealth Strategies Group
California
$640K +$284K +817 +82%
TFF
1613
The Family Firm
Maryland
$635K +$696 +2 +0.1%
ACH
1614
ArrowMark Colorado Holdings
Colorado
$634K -$301K -864 -32%
FMLI
1615
Fukoku Mutual Life Insurance
Japan
$634K – – –
HHAA
1616
Henry H. Armstrong Associates
Pennsylvania
$630K – – –
OR
1617
Olympiad Research
Connecticut
$629K -$47K -135 -7%
FAT
1618
First American Trust
California
$628K -$23.3K -67 -4%
SAS
1619
Stelac Advisory Services
New York
$627K -$49.8K -143 -7%
B
1620
Barings
North Carolina
$627K +$188K +541 +44%
IEFM
1621
IQ EQ Fund Management
Ireland
$626K +$619K +1,777 New
HC
1622
Hourglass Capital
Texas
$625K +$34.8K +100 +6%
GFS
1623
GYL Financial Synergies
Connecticut
$624K +$116K +332 +23%
IFG
1624
Investors Financial Group
Minnesota
$624K +$209K +600 +51%
ECA
1625
Elevated Capital Advisors
Utah
$622K +$41.8K +120 +8%
63 64
65
66 67