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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1901
Solstein Capital
California
$715K +$115K +235 +18%
CI
1902
Cavalier Investments
Georgia
$714K -$47.9K -98 -6%
RIA
1903
Richwood Investment Advisors
Ohio
$714K -$14.7K -30 -2%
PT
1904
Plimoth Trust
Massachusetts
$712K +$2.44K +5 +0.3%
RDFA
1905
Ritter Daniher Financial Advisory
Ohio
$711K +$78.2K +160 +11%
LBA
1906
Lowell Blake & Associates
Massachusetts
$710K +$173K +355 +30%
TPCW
1907
TD Private Client Wealth
New York
$709K +$18.6K +38 +3%
WPA
1908
West Paces Advisors
Georgia
$708K +$13.7K +28 +2%
MSFS
1909
Main Street Financial Solutions
Pennsylvania
$707K -$2.2M -4,504 -74%
SWM
1910
Silverlake Wealth Management
Vermont
$706K +$17.1K +35 +2%
OL
1911
Owen LaRue
Kentucky
$705K +$755K +1,545 New
ABC
1912
Associated Banc-Corp
Wisconsin
$704K +$18.1K +37 +2%
HIC
1913
Holderness Investments Company
North Carolina
$703K -$2.44K -5 -0.3%
CIG
1914
Cascade Investment Group
Colorado
$702K +$752K +1,538 New
PIA
1915
Pinion Investment Advisors
Kansas
$702K -$210K -430 -22%
DMBA
1916
Deseret Mutual Benefit Administrators
Utah
$700K -$871K -1,783 -54%
CAP
1917
Columbia Advisory Partners
Washington
$700K +$68.4K +140 +10%
NFA
1918
Northern Financial Advisors
Michigan
$699K +$749K +1,532 New
STAS
1919
Strong Tower Advisory Services
Minnesota
$699K +$4.4K +9 +0.6%
VCM
1920
Virtue Capital Management
Tennessee
$698K +$423K +865 +130%
OWM
1921
OneAscent Wealth Management
Alabama
$693K -$157K -322 -17%
SWRP
1922
Summit Wealth & Retirement Planning
California
$692K +$30.3K +62 +4%
SCM
1923
Stevens Capital Management
Pennsylvania
$691K +$486K +994 +192%
C
1924
Certuity
Florida
$688K +$25.9K +53 +4%
APA
1925
Astoria Portfolio Advisors
New York
$687K -$199K -408 -22%
75 76
77
78 79