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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1626
Stelac Advisory Services
New York
$388K +$390K +1,281 New
IWAG
1627
Integer Wealth Advisors Group
Georgia
$387K – – –
RCM
1628
RNC Capital Management
California
$387K +$6.08K +20 +2%
HPWM
1629
Highland Private Wealth Management
Washington
$386K -$4.26K -14 -1%
PTB
1630
Pioneer Trust Bank
Oregon
$386K +$9.74K +32 +3%
NCM
1631
Novare Capital Management
North Carolina
$386K +$143K +471 +59%
GG
1632
Gleason Group
Kentucky
$384K +$608 +2 +0.2%
LPT
1633
Legacy Private Trust
Wisconsin
$384K +$30.7K +101 +9%
ARG
1634
Advisory Resource Group
Oklahoma
$384K +$385K +1,266 New
CAG
1635
Csenge Advisory Group
Florida
$383K -$198K -650 -34%
EMB
1636
Elefante Mark B
$383K -$27.4K -90 -7%
YWP
1637
YorkBridge Wealth Partners
New York
$383K -$3.65K -12 -0.9%
PWAG
1638
Polaris Wealth Advisory Group
California
$382K -$10.3M -34,011 -96%
BB
1639
Busey Bank
Illinois
$381K -$107K -351 -22%
IA
1640
Independence Advisors
Pennsylvania
$381K +$18.6K +61 +5%
W
1641
WealthStone
Ohio
$381K +$382K +1,256 New
CCB
1642
Cutter & Co Brokerage
Missouri
$380K -$58.1K -191 -13%
AW
1643
Alpha Windward
Massachusetts
$380K -$11.9K -39 -3%
HIM
1644
HughesLittle Investment Management
$379K – – –
RIM
1645
Regent Investment Management
Kentucky
$378K -$44.1K -145 -10%
FC
1646
Fulcrum Capital
Washington
$378K +$51.7K +170 +16%
GLA
1647
Good Life Advisors
Pennsylvania
$377K -$6.69K -22 -2%
LDFR
1648
Lehman & Derafelo Financial Resources
Pennsylvania
$377K +$4.56K +15 +1%
KFA
1649
Krane Funds Advisors
New York
$374K -$103K -339 -22%
VVP
1650
Venture Visionary Partners
Ohio
$374K +$95.2K +313 +34%
64 65
66
67 68