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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1751
Fulcrum Capital
Washington
$1.21M – – –
AC
1752
Avestar Capital
New York
$1.21M +$78.4K +142 +7%
NFG
1753
Northeast Financial Group
Pennsylvania
$1.2M -$13.2K -24 -1%
EFL
1754
ERn Financial LLC
Wisconsin
$1.2M -$30.9K -56 -3%
RFG
1755
RFP Financial Group
Georgia
$1.19M -$420K -761 -27%
SSA
1756
South Street Advisors
New York
$1.19M – – –
FMWA
1757
Forvis Mazars Wealth Advisors
Missouri
$1.19M -$2.21K -4 -0.2%
SM
1758
Sweeney & Michel
California
$1.18M +$552 +1 +0%
OWP
1759
Obermeyer Wealth Partners
Colorado
$1.18M -$110K -200 -9%
WCM
1760
Windsor Capital Management
Arizona
$1.18M – – –
DG
1761
DMC Group
Alabama
$1.18M +$77.8K +141 +7%
MHIC
1762
Marble Harbor Investment Counsel
Massachusetts
$1.18M – – –
TF
1763
Trek Financial
Arizona
$1.18M +$3.86K +7 +0.3%
AT
1764
Avalon Trust
New Mexico
$1.18M +$67.3K +122 +6%
ONST
1765
Old North State Trust
North Carolina
$1.18M +$28.7K +52 +3%
GPI
1766
General Partner Inc
Pennsylvania
$1.17M – – –
MFG
1767
Mainsail Financial Group
Washington
$1.17M -$62.9K -114 -5%
OW
1768
Olistico Wealth
Oklahoma
$1.17M – – –
APG
1769
Abacus Planning Group
South Carolina
$1.17M -$2.76K -5 -0.2%
FC
1770
Fusion Capital
South Carolina
$1.17M -$5.52K -10 -0.5%
RWI
1771
Red Wave Investments
Pennsylvania
$1.16M -$7.18K -13 -0.6%
IP
1772
Investment Partners
Ohio
$1.16M -$49.1K -89 -4%
EFG
1773
Everhart Financial Group
Ohio
$1.15M +$96.6K +175 +9%
GFP
1774
Gryphon Financial Partners
Ohio
$1.15M +$56.9K +103 +5%
QC
1775
Quent Capital
New York
$1.15M +$107K +194 +11%
69 70
71
72 73