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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1826
CIM Investment Management
Pennsylvania
$2.63M -$11.7K -12 -0.5%
TTIC
1827
Tower Trust & Investment Company
Iowa
$2.62M -$14.6K -15 -0.6%
AIM
1828
Advyzon Investment Management
Illinois
$2.62M +$1.78M +1,831 +229%
PFP
1829
Paragon Financial Partners
California
$2.62M – – –
JF
1830
Jump Financial
Illinois
$2.62M -$36.6M -37,579 -93%
WKWM
1831
Walter & Keenan Wealth Management
Indiana
$2.62M +$51.6K +53 +2%
TC
1832
Truvestments Capital
Florida
$2.61M -$72.1K -74 -3%
IAS
1833
Investment Advisory Services
Texas
$2.61M +$4.87K +5 +0.2%
AS
1834
Altshuler Shaham
Israel
$2.61M +$2.55M +2,618 New
PWMG
1835
Prestige Wealth Management Group
New Jersey
$2.6M -$13.6K -14 -0.5%
WIA
1836
Westview Investment Advisors
Vermont
$2.6M +$105K +108 +4%
MWM
1837
Massachusetts Wealth Management
Massachusetts
$2.6M +$34.1K +35 +1%
FWI
1838
Facet Wealth Inc
Maryland
$2.59M +$466K +478 +22%
FI
1839
Financial Insights
Washington
$2.59M +$44.8K +46 +2%
CVA
1840
Central Valley Advisors
California
$2.59M +$339K +348 +15%
FWM
1841
Forza Wealth Management
Florida
$2.59M -$16.6K -17 -0.7%
TIA
1842
Tiemann Investment Advisors
California
$2.58M +$6.82K +7 +0.3%
VA
1843
Valmark Advisers
Ohio
$2.58M +$98.4K +101 +4%
CFA
1844
Collaborative Fund Advisors
Nevada
$2.58M +$2.52M +2,586 New
BWM
1845
Bernicke Wealth Management
Wisconsin
$2.57M +$48.7K +50 +2%
SIM
1846
Samara Investment Management
Oregon
$2.57M +$2.52M +2,583 New
FHWM
1847
Fox Hill Wealth Management
Massachusetts
$2.57M -$47.8K -49 -2%
PMSA
1848
Patrick M. Sweeney & Associates
Illinois
$2.57M -$1.95K -2 -0.1%
AFA
1849
AA Financial Advisors
Ohio
$2.57M +$1.36M +1,395 +118%
TCA
1850
Transcend Capital Advisors
New Jersey
$2.57M +$524K +538 +26%
72 73
74
75 76