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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1926
WESPAC Advisors
California
$754K +$744K +1,517 New
PFBT
1927
Parkside Financial Bank & Trust
Missouri
$753K +$14.2K +29 +2%
LBA
1928
Lowell Blake & Associates
Massachusetts
$753K -$19.6K -40 -3%
WB
1929
West Bancorporation
Iowa
$750K -$80.9K -165 -10%
SWS
1930
SYSTM Wealth Solutions
Illinois
$748K +$134K +273 +22%
C
1931
Certuity
Florida
$747K -$1.96K -4 -0.3%
DMBA
1932
Deseret Mutual Benefit Administrators
Utah
$746K -$15.7K -32 -2%
LSIA
1933
LaSalle St. Investment Advisors
Illinois
$746K +$737K +1,502 New
CC
1934
Constitution Capital
Connecticut
$745K – – –
LAM
1935
Lynch Asset Management
Pennsylvania
$745K +$736K +1,500 New
VA
1936
Valmark Advisers
Ohio
$744K +$118K +241 +19%
EWM
1937
Elite Wealth Management
Washington
$743K +$5.88K +12 +0.8%
GWWM
1938
Great Waters Wealth Management
Minnesota
$740K -$23.1K -47 -3%
NIM
1939
Nexus Investment Management
Ontario, Canada
$740K – – –
GG
1940
Gleason Group
Kentucky
$739K +$981 +2 +0.1%
SFG
1941
SNS Financial Group
Minnesota
$738K -$342K -698 -32%
OHIS
1942
Oak Harvest Investment Services
Texas
$737K +$118K +241 +19%
SRC
1943
Sage Rhino Capital
California
$737K +$15.7K +32 +2%
CCP
1944
Carmel Capital Partners
California
$735K +$726K +1,480 New
ACP
1945
Aviance Capital Partners
Florida
$735K +$16.7K +34 +2%
BWM
1946
Biltmore Wealth Management
Arizona
$731K -$10.8K -22 -1%
GG
1947
Golden Green
South Carolina
$730K -$648K -1,321 -47%
SAM
1948
Sompo Asset Management
Japan
$730K +$68.7K +140 +11%
CWM
1949
Centurion Wealth Management
Virginia
$730K +$5.88K +12 +0.8%
GAG
1950
GM Advisory Group
New York
$727K +$29.4K +60 +4%
76 77
78
79 80