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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1801
Emprise Bank
Kansas
$2.46M -$124K -134 -5%
VCM
1802
Viewpoint Capital Management
Washington
$2.45M +$4.64K +5 +0.2%
CCA
1803
Criterion Capital Advisors
Tennessee
$2.45M – – –
SHFA
1804
SC&H Financial Advisors
Maryland
$2.45M -$46.4K -50 -2%
IIA
1805
Integral Investment Advisors
California
$2.45M +$121K +130 +5%
CWP
1806
Core Wealth Partners
California
$2.45M +$65K +70 +3%
IAS
1807
Investment Advisory Services
Texas
$2.44M +$23.2K +25 +0.9%
RWA
1808
Redhawk Wealth Advisors
Minnesota
$2.44M +$165K +178 +7%
SICM
1809
Sustainable Insight Capital Management
New York
$2.44M -$171K -184 -6%
LB
1810
Legacy Bridge
Iowa
$2.44M – – –
AI
1811
Accredited Investors
Minnesota
$2.43M +$6.5K +7 +0.3%
OCBCO
1812
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.43M -$1.03M -1,112 -30%
CIC
1813
Cutler Investment Counsel
Oregon
$2.43M -$27.8K -30 -1%
VWM
1814
Vigilare Wealth Management
Arizona
$2.43M +$928 +1 +0%
PP
1815
PDS Planning
Ohio
$2.42M +$33.4K +36 +1%
RGF
1816
Retirement Guys Formula
Ohio
$2.42M +$91.9K +99 +4%
GWMR
1817
GC Wealth Management RIA
Massachusetts
$2.42M -$1.05M -1,136 -30%
CA
1818
Claro Advisors
Massachusetts
$2.42M -$131K -141 -5%
MWM
1819
MOKAN Wealth Management
Kansas
$2.41M +$2.44M +2,627 New
VWM
1820
Vivid Wealth Management
Iowa
$2.41M +$28.8K +31 +1%
JWA
1821
JFS Wealth Advisors
Pennsylvania
$2.41M -$458K -494 -16%
QC
1822
Quent Capital
New York
$2.4M +$177K +191 +8%
PMSA
1823
Patrick M. Sweeney & Associates
Illinois
$2.4M -$5.57K -6 -0.2%
WIC
1824
Wilkins Investment Counsel
Massachusetts
$2.4M -$134K -144 -5%
MLA
1825
My Legacy Advisors
Oregon
$2.39M -$43.6K -47 -2%
71 72
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