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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1601
Naples Global Advisors
Florida
$728K +$378 +1 +0.1%
OL
1602
Optas LLC
Texas
$728K +$3.78K +10 +0.5%
ABC
1603
Associated Banc-Corp
Wisconsin
$728K +$18.2K +48 +3%
IFG
1604
Investors Financial Group
Minnesota
$728K +$26.5K +70 +4%
CHP
1605
Cable Hill Partners
Oregon
$726K +$60.1K +159 +9%
PWMG
1606
Prestige Wealth Management Group
New Jersey
$725K -$110K -292 -14%
FFG
1607
Fortem Financial Group
California
$724K +$38.2K +101 +6%
CWM
1608
Circle Wealth Management
New Jersey
$724K +$80.2K +212 +13%
APA
1609
Allegiant Private Advisors
Florida
$724K +$216K +570 +45%
IWP
1610
Icon Wealth Partners
Texas
$723K +$81.3K +215 +13%
9WM
1611
9258 Wealth Management
Ohio
$719K +$184K +486 +37%
HFS
1612
HBC Financial Services
Washington
$718K -$9.45K -25 -1%
FA
1613
Fiducient Advisors
Illinois
$717K -$681K -1,800 -50%
CFIA
1614
Cantor Fitzgerald Investment Advisors
New York
$716K -$9.45K -25 -1%
NCM
1615
Novare Capital Management
North Carolina
$714K -$37.1K -98 -5%
SWM
1616
Stockman Wealth Management
Montana
$712K -$11K -29 -2%
OFS
1617
Orrstown Financial Services
Pennsylvania
$710K -$20.8K -55 -3%
CPA
1618
Clear Perspective Advisors
Illinois
$709K +$82.1K +217 +14%
V
1619
VeraBank
Texas
$708K +$113K +300 +20%
WP
1620
WMS Partners
Maryland
$707K -$15.1K -40 -2%
GFS
1621
GYL Financial Synergies
Connecticut
$704K +$3.02K +8 +0.5%
TIM
1622
Tortoise Investment Management
New York
$700K -$88.1K -233 -12%
CL
1623
Choreo LLC
Illinois
$698K +$271K +717 +68%
JF
1624
Jump Financial
Illinois
$697K -$76.8K -203 -10%
TFF
1625
The Family Firm
Maryland
$697K -$15.1K -40 -2%
63 64
65
66 67