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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1901
Rollins Financial Advisors
New York
$1.44M +$485K +679 +53%
PIM
1902
Pullen Investment Management
Florida
$1.44M +$1.4M +1,964 New
WBC
1903
West Branch Capital
Massachusetts
$1.43M +$194K +272 +16%
AFG
1904
Allegheny Financial Group
Pennsylvania
$1.43M -$171K -239 -11%
CB
1905
Centennial Bank
Arkansas
$1.43M -$178K -250 -11%
BCM
1906
Birmingham Capital Management
Alabama
$1.43M – – –
OCM
1907
Orion Capital Management
California
$1.43M – – –
FHC
1908
First Heartland Consultants
Missouri
$1.42M +$40.7K +57 +3%
AWA
1909
Aletheian Wealth Advisors
Washington
$1.42M +$368K +516 +36%
CFO
1910
CVA Family Office
Colorado
$1.41M +$2.14K +3 +0.2%
SIC
1911
Sterling Investment Counsel
New York
$1.41M +$88.5K +124 +7%
CAG
1912
Curtis Advisory Group
California
$1.41M -$14.3K -20 -1%
BWM
1913
BKM Wealth Management
Wisconsin
$1.41M -$21.4K -30 -2%
CP
1914
Canopy Partners
Ohio
$1.41M +$150K +210 +12%
VT
1915
Vise Technologies
New York
$1.41M +$129K +181 +10%
GAG
1916
Goodman Advisory Group
Massachusetts
$1.4M -$10.7K -15 -0.8%
UWPG
1917
Ullmann Wealth Partners Group
Florida
$1.4M +$47.1K +66 +4%
BC
1918
Burney Company
Virginia
$1.4M -$913K -1,279 -40%
ISB
1919
Iowa State Bank
Iowa
$1.39M +$1.36M +1,899 New
WI
1920
WBI Investments
New Jersey
$1.39M +$1.35M +1,896 New
JSW
1921
Journey Strategic Wealth
New Jersey
$1.39M +$248K +348 +22%
MFA
1922
Mayflower Financial Advisors
Massachusetts
$1.38M +$29.3K +41 +2%
FWP
1923
Falcon Wealth Planning
California
$1.38M +$38.5K +54 +3%
CNBTD
1924
Citizens National Bank Trust Department
Mississippi
$1.38M -$21.4K -30 -2%
GF
1925
Gries Financial
Ohio
$1.37M +$507K +710 +61%
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