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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1726
Derby & Company
Massachusetts
$244K – – –
GSIS
1727
Global Strategic Investment Solutions
Arizona
$244K – – –
SW
1728
SkyOak Wealth
Michigan
$244K +$246K +829 New
KPCM
1729
Kings Point Capital Management
New York
$243K +$149K +500 +153%
JA
1730
JOYN Advisors
Georgia
$242K +$1.19K +4 +0.5%
MLL
1731
Moody Lynn & Lieberson
Massachusetts
$242K +$245K +824 New
CWM
1732
Circle Wealth Management
New Jersey
$240K +$243K +816 New
MA
1733
Modus Advisors
Minnesota
$240K +$243K +818 New
AHB
1734
Abner Herrman & Brock
New Jersey
$239K -$8.92K -30 -4%
TH
1735
Timber Hill
Connecticut
$238K +$241K +810 New
FP
1736
Foundry Partners
Minnesota
$237K – – –
OCM
1737
One Capital Management
California
$236K – – –
ESB
1738
Essex Savings Bank
Connecticut
$236K +$14.6K +49 +6%
ECA
1739
Elevated Capital Advisors
Utah
$236K +$238K +802 New
FRM
1740
Fox Run Management
Connecticut
$235K -$190K -639 -44%
MWM
1741
Modera Wealth Management
New Jersey
$235K -$77.6K -261 -25%
JWA
1742
JFS Wealth Advisors
Pennsylvania
$235K – – –
MCM
1743
MV Capital Management
Maryland
$235K – – –
WA
1744
Wealth Architects
California
$235K +$13.1K +44 +6%
NC
1745
NovaPoint Capital
Georgia
$235K +$237K +798 New
TWP
1746
TFO Wealth Partners
Ohio
$235K +$238K +800 New
SVWAG
1747
Sound View Wealth Advisors Group
Georgia
$234K -$2.08K -7 -0.9%
EP
1748
Eudaimonia Partners
Tennessee
$234K +$237K +796 New
FCFC
1749
First Citizens Financial Corp
Iowa
$234K +$237K +796 New
EI
1750
Ethic Inc
New York
$233K +$236K +794 New
68 69
70
71 72