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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1601
Forum Financial Management
Illinois
$3.48M -$2.11M -2,166 -38%
NFG
1602
Nadler Financial Group
Illinois
$3.48M -$69.2K -71 -2%
TWP
1603
Triad Wealth Partners
Kansas
$3.48M +$427K +438 +14%
DAM
1604
Deltec Asset Management
New York
$3.47M – – –
HEM
1605
Henson-Edgewater Management
Ohio
$3.47M +$448K +460 +15%
CIC
1606
Crawford Investment Counsel
Georgia
$3.47M +$132K +135 +4%
PCA
1607
Prosperity Capital Advisors
Ohio
$3.46M +$884K +907 +35%
VCM
1608
Verde Capital Management
Michigan
$3.46M +$339K +348 +11%
DFCM
1609
Dark Forest Capital Management
Puerto Rico
$3.46M +$2.68M +2,755 +384%
SFP
1610
Shepherd Financial Partners
Massachusetts
$3.46M -$15.6K -16 -0.5%
IA
1611
IFC Advisors
California
$3.45M -$4.87K -5 -0.1%
TWM
1612
Triton Wealth Management
Arizona
$3.44M -$975 -1 -0%
OWP
1613
Obermeyer Wealth Partners
Colorado
$3.44M +$196K +201 +6%
AF
1614
Arrow Financial
New York
$3.42M -$116K -119 -3%
MMPW
1615
Mitchell McLeod Pugh & Williams
Alabama
$3.42M -$132K -135 -4%
DCM
1616
Decatur Capital Management
Georgia
$3.42M -$53.6K -55 -2%
CGPCS
1617
Capital Group Private Client Services
California
$3.42M -$2.7M -2,774 -45%
OBGC
1618
O'Brien Greene & Co
Pennsylvania
$3.41M -$20.5K -21 -0.6%
4WM
1619
44 Wealth Management
Oregon
$3.41M -$40.9K -42 -1%
KA
1620
Klingman & Associates
New York
$3.41M +$97.5K +100 +3%
EA
1621
Ellsworth Advisors
Ohio
$3.4M +$257K +264 +8%
TC
1622
TownSquare Capital
Utah
$3.4M +$232K +238 +8%
FCM
1623
Fairbanks Capital Management
California
$3.39M -$115K -118 -3%
ACM
1624
Allred Capital Management
Texas
$3.39M -$6.82K -7 -0.2%
FFS
1625
Founders Financial Securities
Maryland
$3.38M -$190K -195 -6%
63 64
65
66 67