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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1751
Pegasus Partners
Wisconsin
$296K +$3.65K +12 +1%
RPWA
1752
Regent Peak Wealth Advisors
Georgia
$295K +$44.7K +147 +18%
AIP
1753
Ahrens Investment Partners
Louisiana
$293K -$52.9K -174 -15%
SIA
1754
Sit Investment Associates
Minnesota
$293K – – –
FC
1755
Financial Consulate
Maryland
$293K +$1.52K +5 +0.5%
BCM
1756
BTC Capital Management
Iowa
$292K -$213K -701 -42%
OWM
1757
Opes Wealth Management
California
$291K +$292K +959 New
PWA
1758
Providence Wealth Advisors
Illinois
$289K +$4.56K +15 +2%
HR
1759
Hayden Royal
North Carolina
$289K -$153K -502 -35%
BOPW
1760
Brandywine Oak Private Wealth
Pennsylvania
$287K -$98.9K -325 -26%
XWM
1761
Xcel Wealth Management
Florida
$285K -$583K -1,915 -67%
GDP
1762
Great Diamond Partners
Maine
$284K +$10.6K +35 +4%
ACA
1763
Affinity Capital Advisors
California
$284K +$14.9K +49 +6%
PIMG
1764
Patriot Investment Management Group
Tennessee
$283K +$304 +1 +0.1%
CWA
1765
Clarus Wealth Advisors
Arizona
$282K -$631K -2,075 -70%
BBA
1766
Braun-Bostich & Associates
Pennsylvania
$282K – – –
CA
1767
Crewe Advisors
Utah
$282K +$199K +655 +238%
AO
1768
Advisor OS
Illinois
$282K +$283K +930 New
WMA
1769
Wealth Management Associates
New Jersey
$282K +$283K +929 New
AF
1770
Alerus Financial
North Dakota
$281K +$28.9K +95 +11%
EWF
1771
Epstein & White Financial
California
$280K – – –
RWM
1772
Raffa Wealth Management
District of Columbia
$279K – – –
CGA
1773
Crescent Grove Advisors
Illinois
$279K -$258K -849 -48%
S
1774
Surevest
California
$279K -$155K -509 -36%
FPCP
1775
Fort Point Capital Partners
California
$279K -$4.26K -14 -1%
69 70
71
72 73