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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1826
Palumbo Wealth Management
New York
$849K +$35.9K +70 +5%
AWE
1827
Avidian Wealth Enterprises
Texas
$848K +$28.7K +56 +4%
MA
1828
Maxele Advisors
Missouri
$848K +$765K +1,493 New
ATC
1829
Adirondack Trust Company
New York
$847K +$1.02K +2 +0.1%
CNC
1830
Canandaigua National Corp
New York
$847K +$84.5K +165 +12%
BRA
1831
Bender Robert & Associates
California
$846K – – –
RPWA
1832
Regent Peak Wealth Advisors
Georgia
$845K +$27.1K +53 +4%
CGA
1833
Crescent Grove Advisors
Illinois
$844K +$49.7K +97 +7%
IF
1834
Intrua Financial
Texas
$843K +$5.63K +11 +0.7%
VCG
1835
Vantage Consulting Group
Virginia
$841K -$94.8K -185 -11%
CCM
1836
Carlson Capital Management
Minnesota
$841K +$24.6K +48 +3%
FCA
1837
FinTrust Capital Advisors
South Carolina
$841K +$56.3K +110 +8%
SA
1838
Syntax Advisors
New York
$841K +$759K +1,482 New
OMC
1839
Overbrook Management Corp
New York
$840K -$42.5K -83 -5%
FCB
1840
First Command Bank
Texas
$840K – – –
AP
1841
Atwood & Palmer
Missouri
$837K +$12.8K +25 +2%
CAI
1842
Capital Advisors Inc
Oklahoma
$837K +$13.3K +26 +2%
MYIA
1843
Mount Yale Investment Advisors
Colorado
$836K -$50.7K -99 -6%
DIP
1844
DT Investment Partners
Pennsylvania
$835K -$1.36M -2,651 -64%
PHAM
1845
Palisades Hudson Asset Management
Florida
$833K +$10.2K +20 +1%
MCM
1846
Monarch Capital Management
Indiana
$831K -$5.12K -10 -0.7%
IFS
1847
Intelligent Financial Strategies
Minnesota
$830K +$749K +1,463 New
MWM
1848
Moulton Wealth Management
Washington
$829K +$52.2K +102 +7%
EFA
1849
Evernest Financial Advisors
Indiana
$827K +$585K +1,143 New
SRC
1850
Sage Rhino Capital
California
$825K +$4.1K +8 +0.6%
72 73
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