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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1601
MeadowBrook Investment Advisors
Michigan
$3.17M -$31.5K -34 -1%
AWM
1602
Atticus Wealth Management
Florida
$3.17M -$17.6K -19 -0.5%
PCH
1603
PGIM Custom Harvest
New Jersey
$3.17M -$1.64M -1,766 -34%
CAS
1604
Coppell Advisory Solutions
Texas
$3.16M +$10.2K +11 +0.3%
JF
1605
Jericho Financial
Ohio
$3.16M +$3.2M +3,452 New
PCM
1606
Pointe Capital Management
Michigan
$3.16M – – –
SAI
1607
Savvy Advisors Inc
New York
$3.16M +$2.24M +2,410 +233%
OFS
1608
OneAscent Financial Services
Alabama
$3.15M +$1.98M +2,139 +165%
PPWP
1609
Premier Path Wealth Partners
New Jersey
$3.15M +$26.9K +29 +0.9%
LHC
1610
Little House Capital
Massachusetts
$3.14M +$2.78K +3 +0.1%
NI
1611
NCP Inc
California
$3.14M – – –
WI
1612
Westbourne Investments
Virginia
$3.14M +$3.18M +3,422 New
FCM
1613
Fairbanks Capital Management
California
$3.14M +$68.7K +74 +2%
OP
1614
ORG Partners
Indiana
$3.14M +$1.03M +1,108 +48%
AFC
1615
AFT Forsyth & Company
Florida
$3.13M -$24.1K -26 -0.8%
RYIA
1616
Roehl & Yi Investment Advisors
Oregon
$3.12M +$3.16M +3,410 New
TWM
1617
Triton Wealth Management
Arizona
$3.11M -$28.8K -31 -0.9%
CMI
1618
Clare Market Investments
Texas
$3.1M +$541K +583 +21%
TNAM
1619
Terra Nova Asset Management
New York
$3.09M +$23.2K +25 +0.7%
AIS
1620
AM Investment Strategies
Tennessee
$3.09M – – –
SWA
1621
SFMG Wealth Advisors
Texas
$3.09M -$35.3K -38 -1%
QIM
1622
Quantitative Investment Management
Virginia
$3.09M +$3.13M +3,371 New
JSW
1623
Journey Strategic Wealth
New Jersey
$3.08M +$288K +310 +10%
SBWIC
1624
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.08M +$312K +336 +11%
MCC
1625
Malaga Cove Capital
California
$3.08M -$159K -171 -5%
63 64
65
66 67