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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1926
Wellspring Financial Advisors
Ohio
$1.19M +$35K +59 +3%
RIM
1927
Redwood Investment Management
Arizona
$1.19M -$207K -350 -16%
GCM
1928
Greenland Capital Management
New York
$1.18M +$1.06M +1,794 New
CPRC
1929
Consolidated Portfolio Review Corp
New York
$1.18M +$6.52K +11 +0.6%
HC
1930
Hara Capital
Washington
$1.18M +$1.06M +1,790 New
NG
1931
Norden Group
Utah
$1.18M -$60.5K -102 -5%
EFG
1932
Ethos Financial Group
Pennsylvania
$1.18M +$68.2K +115 +7%
C
1933
CEDRUS
Colorado
$1.18M +$88.9K +150 +9%
OC
1934
Opinicus Capital
Florida
$1.18M +$1.06M +1,784 New
WCG
1935
Weaver Consulting Group
California
$1.18M +$1.78K +3 +0.2%
ACM
1936
AlphaStar Capital Management
North Carolina
$1.18M +$4.15K +7 +0.4%
HT
1937
Headlands Technologies
Illinois
$1.18M +$394K +665 +60%
BBA
1938
Baader Bank Aktiengesellschaft
Germany
$1.17M +$362K +611 +52%
RCIM
1939
Red Cedar Investment Management
Michigan
$1.17M – – –
LTAS
1940
Linden Thomas Advisory Services
North Carolina
$1.17M +$126K +213 +14%
HGWM
1941
Horst & Graben Wealth Management
Oregon
$1.17M +$1.78K +3 +0.2%
AWA
1942
Aaron Wealth Advisors
Illinois
$1.17M +$90.1K +152 +9%
MSFS
1943
Main Street Financial Solutions
Pennsylvania
$1.16M +$46.8K +79 +5%
DDPIC
1944
Deroy & Devereaux Private Investment Counsel
Michigan
$1.16M -$272K -459 -21%
SMA
1945
Sage Mountain Advisors
Georgia
$1.16M -$282K -475 -21%
ZIMP
1946
Zimmermann Investment Management & Planning
Pennsylvania
$1.16M +$271K +457 +35%
MWC
1947
MBM Wealth Consultants
Missouri
$1.16M -$15.4K -26 -2%
PA
1948
Paragon Advisors
Texas
$1.16M -$484K -816 -32%
TIM
1949
Tortoise Investment Management
New York
$1.16M -$21.9K -37 -2%
PTC
1950
Philadelphia Trust Company
Pennsylvania
$1.16M -$154K -260 -13%
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78
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