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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1826
Claraphi Advisory Network
United States
$920K +$318K +605 +61%
FA
1827
FDx Advisors
Illinois
$919K +$115K +220 +16%
PWA
1828
Physician Wealth Advisors
Utah
$918K +$23.6K +45 +3%
SCA
1829
Scott Capital Advisors
Oregon
$916K +$16.3K +31 +2%
ASBI
1830
American State Bank (Iowa)
Iowa
$915K +$15.7K +30 +2%
MFA
1831
Mayflower Financial Advisors
Massachusetts
$913K +$92.4K +176 +12%
PCM
1832
Penserra Capital Management
California
$908K +$192K +366 +30%
MWAM
1833
Manhattan West Asset Management
California
$907K -$1.43M -2,720 -63%
AFP
1834
Ausdal Financial Partners
Iowa
$907K -$345K -657 -29%
PWM
1835
Paulson Wealth Management
Illinois
$906K -$1.57K -3 -0.2%
MA
1836
MJP Associates
Connecticut
$906K +$33.6K +64 +4%
RTC
1837
Riverview Trust Company
Washington
$906K +$152K +290 +23%
XT
1838
XTX Topco
Cayman Islands
$902K +$822K +1,566 New
SGK
1839
Steigerwald Gordon & Koch
Virginia
$892K -$16.3K -31 -2%
HIC
1840
Holderness Investments Company
North Carolina
$890K -$1.05K -2 -0.1%
NIM
1841
Nexus Investment Management
Ontario, Canada
$890K – – –
LFGH
1842
Lee Financial Group Hawaii
Hawaii
$889K -$35.2K -67 -4%
FNBOH
1843
First National Bank of Hutchinson
Kansas
$885K +$4.2K +8 +0.5%
WA
1844
WESPAC Advisors
California
$883K -$47.8K -91 -6%
RA
1845
RFG Advisory
Alabama
$878K +$13.6K +26 +2%
PWM
1846
Palumbo Wealth Management
New York
$877K +$14.2K +27 +2%
CCA
1847
Childress Capital Advisors
Texas
$875K +$135K +257 +20%
TPCW
1848
TD Private Client Wealth
New York
$874K +$158K +302 +25%
RPWA
1849
Regent Peak Wealth Advisors
Georgia
$874K +$15.2K +29 +2%
BCMLT
1850
Beacon Capital Management LLC (Tennessee)
Tennessee
$874K +$797K +1,518 New
72 73
74
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