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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1751
Rinkey Investments
California
$2.12M -$933K -1,196 -32%
EIP
1752
Ellis Investment Partners
Pennsylvania
$2.11M -$3.9K -5 -0.2%
AC
1753
Apella Capital
Connecticut
$2.1M -$197K -252 -10%
DFA
1754
Davies Financial Advisors
California
$2.1M -$81.9K -105 -4%
MWM
1755
Marion Wealth Management
Pennsylvania
$2.1M +$47.6K +61 +3%
PA
1756
Paragon Advisors
Texas
$2.1M +$91.3K +117 +5%
OWP
1757
Obermeyer Wealth Partners
Colorado
$2.09M +$307K +393 +19%
SIA
1758
Soltis Investment Advisors
Utah
$2.09M +$72.6K +93 +4%
FIM
1759
Freedom Investment Management
Connecticut
$2.08M -$319K -409 -14%
CWM
1760
Circle Wealth Management
New Jersey
$2.08M -$441K -565 -19%
AWM
1761
Ameliora Wealth Management
Switzerland
$2.07M -$2.1M -2,685 -52%
STAS
1762
Strong Tower Advisory Services
Minnesota
$2.07M +$443K +568 +30%
RL
1763
Retireful LLC
Michigan
$2.07M +$1.17M +1,498 +46%
RGF
1764
Retirement Guys Formula
Ohio
$2.06M -$163K -209 -8%
VWM
1765
Vivid Wealth Management
Iowa
$2.05M +$1.88M +2,415 New
WFA
1766
Wellspring Financial Advisors
Ohio
$2.05M +$239K +306 +15%
PSB
1767
Passumpsic Savings Bank
Vermont
$2.04M +$58.5K +75 +3%
TFCM
1768
Taylor Frigon Capital Management
Arizona
$2.04M -$42.9K -55 -2%
WKWM
1769
Walter & Keenan Wealth Management
Indiana
$2.04M – – –
CIM
1770
Caldwell Investment Management
Ontario, Canada
$2.04M -$312K -400 -14%
IAMOG
1771
Investors Asset Management of Georgia
Georgia
$2.04M -$117K -150 -6%
AWA
1772
Aaron Wealth Advisors
Illinois
$2.03M +$64K +82 +4%
AA
1773
Apriem Advisors
California
$2.03M -$28.9K -37 -2%
ITC
1774
Inspire Trust Company
Nevada
$2.03M +$541K +693 +41%
SRSA
1775
S.R. Schill & Associates
Washington
$2.03M +$35.1K +45 +2%
69 70
71
72 73