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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1776
Chicago Partners Investment Group
Illinois
$339K -$1.34K -4 -0.4%
VAG
1777
VisionPoint Advisory Group
Texas
$339K – – –
PFA
1778
Pure Financial Advisors
California
$339K +$48.7K +145 +18%
MAA
1779
Mraz Amerine & Associates
California
$338K -$480K -1,427 -60%
GDP
1780
Great Diamond Partners
Maine
$337K +$4.03K +12 +1%
MSAM
1781
Moloney Securities Asset Management
Missouri
$336K -$35K -104 -10%
CAI
1782
Capital Advisors Inc
Oklahoma
$336K – – –
RWA
1783
Redhawk Wealth Advisors
Minnesota
$336K +$89.7K +267 +39%
PIMG
1784
Patriot Investment Management Group
Tennessee
$335K +$4.71K +14 +2%
AIFAIM
1785
American Institute for Advanced Investment Management
Arizona
$333K -$66.5K -198 -17%
SAM
1786
Summit Asset Management
Tennessee
$332K +$6.05K +18 +2%
CMI
1787
Clare Market Investments
Texas
$331K +$313K +932 New
AF
1788
Alerus Financial
North Dakota
$329K – – –
PWSG
1789
Pacific Wealth Strategies Group
California
$329K +$312K +928 New
SCA
1790
Spearhead Capital Advisors
Florida
$328K +$77.6K +231 +33%
CGA
1791
Crescent Grove Advisors
Illinois
$327K – – –
RWM
1792
Raffa Wealth Management
District of Columbia
$327K – – –
GM
1793
GeoWealth Management
Illinois
$326K -$34.6K -103 -10%
BCM
1794
BTC Capital Management
Iowa
$324K -$15.8K -47 -5%
CBA
1795
Coastal Bridge Advisors
Connecticut
$324K – – –
CFG
1796
CKW Financial Group
Hawaii
$324K +$101K +300 +50%
OWM
1797
Opes Wealth Management
California
$323K -$16.8K -50 -5%
SAM
1798
SignalPoint Asset Management
Missouri
$321K -$5.38K -16 -2%
DDPIC
1799
Deroy & Devereaux Private Investment Counsel
Michigan
$321K – – –
SSW
1800
Smith Shellnut Wilson
Mississippi
$318K – – –
70 71
72
73 74