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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1751
Prudent Man Advisors
Illinois
$487K +$16.4K +47 +4%
RM
1752
Resource Management
Louisiana
$485K -$15.7K -45 -3%
CPIG
1753
Chicago Partners Investment Group
Illinois
$484K -$12.2K -35 -3%
MFG
1754
Monumental Financial Group
Maryland
$484K +$478K +1,372 New
MIA
1755
MainStreet Investment Advisors
Illinois
$483K -$145K -416 -23%
VV
1756
Verity & Verity
South Carolina
$483K -$56.7K -163 -11%
TS
1757
Tamar Securities
California
$483K +$12.2K +35 +3%
JSL
1758
JT Stratford LLC
Georgia
$482K +$12.9K +37 +3%
NC
1759
NovaPoint Capital
Georgia
$481K – – –
AFA
1760
Atlanta Financial Associates
Georgia
$478K – – –
LDFR
1761
Lehman & Derafelo Financial Resources
Pennsylvania
$477K +$34.8K +100 +8%
JF
1762
JSF Financial
California
$476K +$470K +1,350 New
PWA
1763
Peterson Wealth Advisors
Utah
$475K – – –
LWA
1764
Lenox Wealth Advisors
New York
$474K -$443K -1,274 -49%
RPWA
1765
Regent Peak Wealth Advisors
Georgia
$473K -$26.1K -75 -5%
CPW
1766
Catalyst Private Wealth
California
$472K +$99.6K +286 +27%
VAS
1767
Vestmark Advisory Solutions
Massachusetts
$471K -$835K -2,400 -64%
CNC
1768
Canandaigua National Corp
New York
$471K -$12.9K -37 -3%
GLA
1769
Good Life Advisors
Pennsylvania
$471K +$23K +66 +5%
AC
1770
Addison Capital
Pennsylvania
$470K – – –
AI
1771
Accredited Investors
Minnesota
$470K +$19.5K +56 +4%
LWA
1772
Lineweaver Wealth Advisors
Ohio
$470K +$77.6K +223 +20%
CLOS
1773
Compagnie Lombard Odier SCmA
Switzerland
$469K -$167K -481 -27%
CCM
1774
Carlson Capital Management
Minnesota
$469K +$7.31K +21 +2%
9WM
1775
9258 Wealth Management
Ohio
$469K +$51.2K +147 +12%
69 70
71
72 73