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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1851
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.54M -$110K -154 -7%
SQA
1852
Simon Quick Advisors
New Jersey
$1.54M +$258K +362 +21%
OM
1853
OV Management
Minnesota
$1.54M +$1.5M +2,100 New
PFBT
1854
Parkside Financial Bank & Trust
Missouri
$1.54M +$99.2K +139 +7%
SSA
1855
South Street Advisors
New York
$1.54M – – –
HIIFS
1856
Harel Insurance Investments & Financial Services
Israel
$1.53M +$509K +713 +52%
CBFP
1857
Cedar Brook Financial Partners
Ohio
$1.53M -$2.14K -3 -0.1%
GCM
1858
Greenland Capital Management
New York
$1.53M +$207K +290 +16%
UL
1859
Unionview LLC
Washington
$1.52M -$9.99K -14 -0.7%
FW
1860
FirstPurpose Wealth
Utah
$1.52M +$3.57K +5 +0.2%
WQ
1861
Wealth Quarterback
New Jersey
$1.52M -$45.7K -64 -3%
RA
1862
RiverPark Advisors
New York
$1.52M -$5K -7 -0.3%
OWP
1863
Obermeyer Wealth Partners
Colorado
$1.51M +$44.3K +62 +3%
ECM
1864
Exchange Capital Management
Michigan
$1.51M +$143K +200 +11%
LNB
1865
Ledyard National Bank
$1.51M -$70.7K -99 -5%
LIM
1866
Leavell Investment Management
Alabama
$1.5M +$85K +119 +6%
IWA
1867
Icon Wealth Advisors
Texas
$1.5M +$311K +435 +27%
FC
1868
Fusion Capital
South Carolina
$1.5M -$18.6K -26 -1%
KHCM
1869
Kirtland Hills Capital Management
Ohio
$1.5M +$1.4M +1,957 New
BA
1870
Ballast Advisors
Minnesota
$1.5M +$31.4K +44 +2%
PP
1871
PDS Planning
Ohio
$1.49M +$30.7K +43 +2%
EFL
1872
ERn Financial LLC
Wisconsin
$1.49M +$25.7K +36 +2%
ZIMP
1873
Zimmermann Investment Management & Planning
Pennsylvania
$1.49M +$198K +277 +16%
APG
1874
Abacus Planning Group
South Carolina
$1.49M -$42.8K -60 -3%
SMA
1875
Sage Mountain Advisors
Georgia
$1.49M +$193K +271 +15%
73 74
75
76 77