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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1801
Birmingham Capital Management
Alabama
$1.1M -$82.8K -150 -7%
CAG
1802
Curtis Advisory Group
California
$1.1M +$2.76K +5 +0.3%
CWP
1803
Concord Wealth Partners
Virginia
$1.1M +$612K +1,109 +133%
BFM
1804
Boothbay Fund Management
New York
$1.1M -$1.25M -2,258 -54%
PSP
1805
Principal Street Partners
Tennessee
$1.09M +$534K +968 +100%
LNB
1806
Ledyard National Bank
$1.09M -$8.83K -16 -0.8%
CFO
1807
CVA Family Office
Colorado
$1.09M +$61.3K +111 +6%
PP
1808
PDS Planning
Ohio
$1.09M +$35.3K +64 +3%
FA
1809
FDx Advisors
Illinois
$1.08M -$1.53M -2,767 -59%
SWS
1810
SYSTM Wealth Solutions
Illinois
$1.08M +$156K +282 +17%
CNBTD
1811
Citizens National Bank Trust Department
Mississippi
$1.08M -$2.76K -5 -0.3%
LIM
1812
Leavell Investment Management
Alabama
$1.08M -$130K -235 -11%
TFA
1813
Toth Financial Advisory
Virginia
$1.08M +$60.2K +109 +6%
FHC
1814
First Heartland Consultants
Missouri
$1.07M +$11.6K +21 +1%
TC
1815
Telemus Capital
Michigan
$1.07M -$33.1K -60 -3%
LAS
1816
Lloyd Advisory Services
Georgia
$1.07M +$1.04M +1,889 New
NG
1817
Norden Group
Utah
$1.07M +$1.04M +1,889 New
KIG
1818
Kennedy Investment Group
New Jersey
$1.07M – – –
MIM
1819
Meridiem Investment Management
United Kingdom
$1.07M – – –
PO
1820
Private Ocean
California
$1.06M -$150K -272 -13%
AWP
1821
Abacus Wealth Partners
California
$1.06M +$4.42K +8 +0.4%
CA
1822
Claro Advisors
Massachusetts
$1.06M +$78.9K +143 +8%
WFI
1823
West Family Investments
California
$1.05M – – –
CPM
1824
Connective Portfolio Management
New York
$1.05M – – –
RLWM
1825
RF&L Wealth Management
Massachusetts
$1.05M – – –
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