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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1751
Convergence Financial
Missouri
$2.55M +$24K +25 +0.9%
TGIA
1752
Torrey Growth & Income Advisors
California
$2.54M +$2.63M +2,746 New
IIA
1753
Integral Investment Advisors
California
$2.54M +$32.6K +34 +1%
TBC
1754
Ted Buchan & Co
California
$2.54M -$32.6K -34 -1%
NCM
1755
Novare Capital Management
North Carolina
$2.53M -$47.9K -50 -2%
SNPAM
1756
St. Nicholas Private Asset Management
Florida
$2.53M +$23K +24 +0.9%
WGC
1757
Watts Gwilliam & Co
Arizona
$2.53M +$24.9K +26 +1%
KP
1758
Keel Point
Alabama
$2.52M -$36.4K -38 -1%
AA
1759
Apriem Advisors
California
$2.52M +$51.8K +54 +2%
UAG
1760
United Advisor Group
Ohio
$2.52M +$557K +581 +27%
TC
1761
Truvestments Capital
Florida
$2.52M -$256K -267 -9%
NQWM
1762
Northwest Quadrant Wealth Management
Oregon
$2.51M +$1.92K +2 +0.1%
ACM
1763
AlphaStar Capital Management
North Carolina
$2.51M +$615K +642 +31%
KWM
1764
Keebeck Wealth Management
Illinois
$2.51M +$45K +47 +2%
NAMP
1765
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.51M -$9.59K -10 -0.4%
ACM
1766
Argent Capital Management
Missouri
$2.5M – – –
VCM
1767
Viewpoint Capital Management
Washington
$2.5M +$9.59K +10 +0.4%
LDB
1768
Lee, Danner & Bass
Tennessee
$2.5M +$308K +321 +13%
SWA
1769
Strategies Wealth Advisors
Michigan
$2.5M +$173K +181 +7%
WWM
1770
WT Wealth Management
Arizona
$2.5M -$15.3K -16 -0.6%
MIM
1771
Moseley Investment Management
Florida
$2.5M +$90.1K +94 +4%
VCM
1772
Verde Capital Management
Michigan
$2.5M +$2.3M +2,398 +786%
PFP
1773
Paragon Financial Partners
California
$2.49M -$8.63K -9 -0.3%
VBCG
1774
Valley Brook Capital Group
Pennsylvania
$2.49M +$206K +215 +9%
TTIC
1775
Tower Trust & Investment Company
Iowa
$2.48M -$43.1K -45 -2%
69 70
71
72 73