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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1926
Arkfeld Wealth Strategies
Nebraska
$1.65M -$780 -1 -0.1%
PFA
1927
Petra Financial Advisors
Colorado
$1.64M +$1.1M +1,415 +277%
SAM
1928
Strategy Asset Managers
California
$1.64M -$922K -1,182 -28%
CP
1929
Canopy Partners
Ohio
$1.63M -$2.34K -3 -0.2%
3F
1930
360 Financial
Minnesota
$1.63M +$201K +257 +15%
ESB
1931
Essex Savings Bank
Connecticut
$1.63M +$3.12K +4 +0.2%
MFA
1932
Mayflower Financial Advisors
Massachusetts
$1.63M +$22.6K +29 +2%
CAG
1933
Curtis Advisory Group
California
$1.62M -$11.7K -15 -0.8%
ODG
1934
O'Dell Group
Ohio
$1.62M – – –
HBW
1935
Hazlett, Burt & Watson
West Virginia
$1.62M +$481K +617 +48%
TFA
1936
Toth Financial Advisory
Virginia
$1.61M -$204K -262 -12%
FMWA
1937
Forvis Mazars Wealth Advisors
Missouri
$1.61M +$85.8K +110 +6%
OW
1938
Olistico Wealth
Oklahoma
$1.6M +$32K +41 +2%
LCM
1939
LCM Capital Management
Illinois
$1.6M +$32K +41 +2%
MSAM
1940
Moloney Securities Asset Management
Missouri
$1.6M +$57K +73 +4%
S
1941
SimplyRich
California
$1.59M +$10.9K +14 +0.8%
SJIM
1942
St. Johns Investment Management
Florida
$1.59M +$111K +142 +8%
OC
1943
Opinicus Capital
Florida
$1.59M +$42.9K +55 +3%
RIA
1944
Richwood Investment Advisors
Ohio
$1.59M +$261K +335 +22%
WFI
1945
West Family Investments
California
$1.59M – – –
DF
1946
Donoghue Forlines
Massachusetts
$1.59M -$201K -257 -12%
RLWM
1947
RF&L Wealth Management
Massachusetts
$1.59M – – –
CNBTD
1948
Citizens National Bank Trust Department
Mississippi
$1.58M -$17.9K -23 -1%
AWC
1949
Abundance Wealth Counselors
Pennsylvania
$1.58M +$1.45M +1,861 New
MIC
1950
Maxi Investments CY
Cyprus
$1.58M +$685K +878 +89%
76 77
78
79 80