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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1651
SimplyRich
California
$294K – – –
WA
1652
Wheatland Advisors
Pennsylvania
$294K – – –
MIAS
1653
Mason Investment Advisory Services
Virginia
$294K – – –
PL
1654
Plancorp LLC
Missouri
$292K +$295K +994 New
ACP
1655
Arcus Capital Partners
Georgia
$291K – – –
CCM
1656
Chickasaw Capital Management
Tennessee
$291K – – –
WQ
1657
Wealth Quarterback
New Jersey
$291K +$294K +988 New
ST
1658
Sabal Trust
Florida
$290K -$11.3K -38 -4%
CA
1659
Cornerstone Advisory
Maryland
$290K +$5.94K +20 +2%
OIWM
1660
OptiFour Integrated Wealth Management
Virginia
$289K – – –
HKAM
1661
Horizon Kinetics Asset Management
New York
$288K – – –
CC
1662
Cedar Capital
Illinois
$288K +$12.2K +41 +4%
HAIM
1663
Hunter Associates Investment Management
Pennsylvania
$287K – – –
SIA
1664
Sit Investment Associates
Minnesota
$284K -$15.8K -53 -5%
PFM
1665
Parsec Financial Management
North Carolina
$283K -$20.2K -68 -7%
PFBT
1666
Parkside Financial Bank & Trust
Missouri
$283K +$27K +91 +10%
IC
1667
InterOcean Capital
Illinois
$282K -$46.4K -156 -14%
FC
1668
Financial Consulate
Maryland
$282K +$5.94K +20 +2%
VAG
1669
VisionPoint Advisory Group
Texas
$281K -$357K -1,200 -56%
AIP
1670
Ahrens Investment Partners
Louisiana
$280K -$52K -175 -16%
SAM
1671
SignalPoint Asset Management
Missouri
$280K -$6.24K -21 -2%
RA
1672
RFG Advisory
Alabama
$280K +$29.7K +100 +12%
AL
1673
Aspiriant LLC
California
$278K +$5.05K +17 +2%
SCA
1674
Sage Capital Advisors
South Dakota
$278K +$6.24K +21 +2%
EI
1675
Ellevest Inc
New York
$278K +$83.8K +282 +43%
65 66
67
68 69