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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1626
Squar Milner Financial Services
California
$318K +$322K +1,085 New
FC
1627
Fulcrum Capital
Washington
$316K – – –
RCM
1628
Radnor Capital Management
Pennsylvania
$312K -$59.4K -200 -16%
IWAG
1629
Integer Wealth Advisors Group
Georgia
$312K +$304K +1,023 New
C
1630
Certuity
Florida
$312K +$315K +1,061 New
NIC
1631
Northwest Investment Counselors
Oregon
$311K +$4.46K +15 +1%
MSAM
1632
Moloney Securities Asset Management
Missouri
$310K +$45.2K +152 +17%
WCM
1633
Wedge Capital Management
North Carolina
$307K – – –
IWP
1634
Icon Wealth Partners
Texas
$307K +$297 +1 +0.1%
CFG
1635
Cooper Financial Group
California
$307K +$74K +249 +31%
IIA
1636
IPG Investment Advisors
California
$307K -$103K -348 -25%
TI
1637
Tidal Investments
Wisconsin
$305K +$47.6K +160 +18%
WLPWM
1638
Walled Lake Planning & Wealth Management
Illinois
$304K +$308K +1,035 New
TC
1639
Truvestments Capital
Florida
$303K +$62.4K +210 +26%
GDP
1640
Great Diamond Partners
Maine
$302K +$306K +1,030 New
KCPG
1641
Kavar Capital Partners Group
Kansas
$301K – – –
9WM
1642
9258 Wealth Management
Ohio
$301K +$33K +111 +12%
GIA
1643
Guyasuta Investment Advisors
Pennsylvania
$299K – – –
TA
1644
TCG Advisors
Texas
$299K +$594 +2 +0.2%
LRIA
1645
Leonard Rickey Investment Advisors
Washington
$298K +$38.6K +130 +15%
ACA
1646
Affinity Capital Advisors
California
$297K +$300K +1,010 New
MFG
1647
Magnus Financial Group
New York
$296K +$4.16K +14 +1%
FGAM
1648
Financial Gravity Asset Management
Texas
$294K -$3.57K -12 -20%
FFG
1649
Fortem Financial Group
California
$294K – – –
LCS
1650
Levin Capital Strategies
New York
$294K – – –
64 65
66
67 68