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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1751
Voya Financial Advisors
Connecticut
$1.05M +$260K +495 +37%
SWM
1752
Stockman Wealth Management
Montana
$1.05M +$4.2K +8 +0.4%
MPPW
1753
Mitchell & Pahl Private Wealth
Oklahoma
$1.04M +$111K +212 +13%
FPAS
1754
Focus Partners Advisor Solutions
Missouri
$1.04M +$99.7K +190 +12%
FFG
1755
Fortem Financial Group
California
$1.04M +$10.5K +20 +1%
BTWM
1756
Baker Tilly Wealth Management
Wisconsin
$1.03M -$205K -391 -18%
SCI
1757
Stableford Capital II
Arizona
$1.03M -$61.4K -117 -6%
CSWG
1758
Cardinal Strategic Wealth Guidance
Kentucky
$1.03M -$85.5K -163 -8%
HHGA
1759
Halbert Hargrove Global Advisors
California
$1.03M -$525 -1 -0.1%
JFGIW
1760
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03M +$9.45K +18 +1%
EDRH
1761
Edmond de Rothschild Holding
Switzerland
$1.03M -$16.3K -31 -2%
LC
1762
Lindbrook Capital
California
$1.02M +$135K +257 +17%
JAM
1763
Jupiter Asset Management
United Kingdom
$1.01M -$1.22M -2,327 -57%
BBA
1764
Baader Bank Aktiengesellschaft
Germany
$1.01M – – –
NCM
1765
Novare Capital Management
North Carolina
$1.01M +$15.7K +30 +2%
AIP
1766
Almanack Investment Partners
Pennsylvania
$1.01M -$123K -235 -12%
IWP
1767
Icon Wealth Partners
Texas
$1.01M +$187K +357 +26%
PCA
1768
Peddock Capital Advisors
Massachusetts
$1.01M – – –
OA
1769
Oxbow Advisors
Texas
$1M – – –
HGWM
1770
Horst & Graben Wealth Management
Oregon
$998K -$525 -1 -0.1%
LCOV
1771
London Company of Virginia
Virginia
$996K – – –
LCM
1772
LCM Capital Management
Illinois
$992K +$71.4K +136 +9%
BWM
1773
Biltmore Wealth Management
Arizona
$990K -$11.5K -22 -1%
CA
1774
Centerpoint Advisors
Massachusetts
$989K +$109K +207 +14%
MCA
1775
MSH Capital Advisors
Arizona
$989K +$141K +269 +19%
69 70
71
72 73