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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1751
Marion Wealth Management
Pennsylvania
$2.26M +$66.8K +77 +3%
IIA
1752
Integral Investment Advisors
California
$2.25M +$18.2K +21 +0.8%
USB
1753
Union Savings Bank
Connecticut
$2.25M +$12.2K +14 +0.6%
RGF
1754
Retirement Guys Formula
Ohio
$2.25M +$101K +116 +5%
CCM
1755
Connective Capital Management
California
$2.25M +$2.23M +2,571 New
AWAG
1756
ARS Wealth Advisors Group
Florida
$2.24M -$25.2K -29 -1%
NF
1757
Nvest Financial
New Hampshire
$2.24M +$184K +212 +9%
QPWM
1758
Quadrant Private Wealth Management
Pennsylvania
$2.24M -$169K -195 -7%
MFS
1759
Mattson Financial Services
Michigan
$2.24M -$13.9K -16 -0.6%
KWM
1760
Keebeck Wealth Management
Illinois
$2.23M -$62.5K -72 -3%
NGA
1761
Naples Global Advisors
Florida
$2.22M +$8.68K +10 +0.4%
MC
1762
Mathes Company
New York
$2.22M -$29.5K -34 -1%
SCI
1763
S&CO Inc
Massachusetts
$2.22M -$91.1K -105 -4%
RWA
1764
Redhawk Wealth Advisors
Minnesota
$2.21M -$336K -387 -13%
SSI
1765
Scott & Selber Inc
Texas
$2.2M -$10.4K -12 -0.5%
RI
1766
Rinkey Investments
California
$2.2M -$8.68K -10 -0.4%
EIP
1767
Ellis Investment Partners
Pennsylvania
$2.2M +$868 +1 +0%
OWP
1768
Obermeyer Wealth Partners
Colorado
$2.19M +$12.2K +14 +0.6%
MTC
1769
Matrix Trust Company
Colorado
$2.18M -$579K -667 -21%
PA
1770
Paragon Advisors
Texas
$2.18M -$4.34K -5 -0.2%
WG
1771
Wealth Group
North Carolina
$2.18M +$84.2K +97 +4%
PWS
1772
Precision Wealth Strategies
Missouri
$2.17M +$277K +319 +15%
CRI
1773
Colonial River Investments
Virginia
$2.17M -$463K -533 -18%
AWM
1774
Ameliora Wealth Management
Switzerland
$2.16M -$2.6K -3 -0.1%
LTAS
1775
Linden Thomas Advisory Services
North Carolina
$2.16M +$262K +302 +14%
69 70
71
72 73