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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1701
Moseley Investment Management
Florida
$1.97M +$26.4K +37 +1%
CWM
1702
Cornerstone Wealth Management
Missouri
$1.96M +$2.86K +4 +0.1%
CHA
1703
Carmichael Hill & Associates
Maryland
$1.96M -$8.57K -12 -0.4%
GAM
1704
Grandview Asset Management
Pennsylvania
$1.96M +$25K +35 +1%
QPWM
1705
Quadrant Private Wealth Management
Pennsylvania
$1.95M -$875K -1,226 -31%
LB
1706
Legacy Bridge
Iowa
$1.95M -$10.7K -15 -0.6%
CIC
1707
Cutler Investment Counsel
Oregon
$1.95M -$10.7K -15 -0.6%
FC
1708
Forte Capital
New York
$1.95M +$56.4K +79 +3%
IAS
1709
Investment Advisory Services
Texas
$1.95M +$4.28K +6 +0.2%
EWG
1710
Executive Wealth Group
Washington
$1.94M +$1.28M +1,793 +201%
EWM
1711
EPG Wealth Management
Georgia
$1.94M +$82.8K +116 +5%
NAS
1712
Nicolet Advisory Services
Wisconsin
$1.94M +$84.2K +118 +5%
AFC
1713
AFT Forsyth & Company
Florida
$1.94M -$211K -295 -10%
TWM
1714
Tradition Wealth Management
Minnesota
$1.94M -$4.28K -6 -0.2%
NQWM
1715
Northwest Quadrant Wealth Management
Oregon
$1.93M +$30K +42 +2%
FBT
1716
First Bankers Trust
Kentucky
$1.93M -$720K -1,008 -28%
RGF
1717
Retirement Guys Formula
Ohio
$1.93M +$5K +7 +0.3%
MA
1718
MONECO Advisors
Connecticut
$1.92M +$22.8K +32 +1%
TW
1719
TrinityPoint Wealth
Connecticut
$1.91M +$98.5K +138 +6%
VLKIM
1720
Van Lanschot Kempen Investment Management
Netherlands
$1.91M -$738K -1,034 -28%
PPWM
1721
Perissos Private Wealth Management
Oklahoma
$1.91M +$1.86M +2,608 New
QWP
1722
Quotient Wealth Partners
Texas
$1.91M -$260K -364 -12%
VWM
1723
Vigilare Wealth Management
Arizona
$1.9M -$45.7K -64 -2%
NME
1724
Notis-McConarty Edward
$1.9M – – –
UFF
1725
USA Financial Formulas
Michigan
$1.9M +$1.85M +2,593 New
67 68
69
70 71