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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1951
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.1M -$59.8K -60 -3%
OAM
1952
Ostrum Asset Management
France
$2.1M +$352K +353 +19%
HWA
1953
Heritage Wealth Advisors
Virginia
$2.1M -$51.8K -52 -2%
ASA
1954
Axxion S.A.
Luxembourg
$2.1M +$2.23M +2,243 New
MFS
1955
Mattson Financial Services
Michigan
$2.1M +$173K +174 +9%
CFIA
1956
Cantor Fitzgerald Investment Advisors
New York
$2.09M – – –
LWA
1957
Lineweaver Wealth Advisors
Ohio
$2.09M +$234K +235 +12%
KCPG
1958
Kavar Capital Partners Group
Kansas
$2.09M +$140K +141 +7%
FAS
1959
Formuepleje A/S
Denmark
$2.09M +$2.23M +2,237 New
VFG
1960
Victory Financial Group
Texas
$2.09M -$47.8K -48 -2%
SC
1961
Solstein Capital
California
$2.08M -$996 -1 -0%
PFG
1962
Putney Financial Group
California
$2.08M +$758K +761 +52%
AA
1963
Altman Advisors
Illinois
$2.08M -$8.97K -9 -0.4%
DP
1964
Denver PWM
Colorado
$2.08M -$56.8K -57 -3%
GI
1965
GLOBALT Investments
Georgia
$2.07M +$2.99K +3 +0.1%
CSB
1966
City State Bank
Iowa
$2.07M -$19.9K -20 -0.9%
ISFAN
1967
Investor's Fiduciary Advisor Network
Washington
$2.06M -$145K -146 -6%
FGC
1968
Financial Gravity Companies
Texas
$2.06M +$2.2M +2,207 New
NCGI
1969
Next Century Growth Investors
Minnesota
$2.06M -$996 -1 -0%
FAT
1970
First American Trust
California
$2.06M +$200K +201 +10%
LI
1971
Louisbourg Investments
New Brunswick, Canada
$2.06M – – –
DWM
1972
Ducere Wealth Management
California
$2.06M +$552K +554 +34%
MTC
1973
Matrix Trust Company
Colorado
$2.05M -$141K -142 -6%
RWS
1974
RASP Wealth Solutions
Indiana
$2.05M +$2.18M +2,192 New
TPI
1975
Trust Point Inc
Wisconsin
$2.05M +$118K +118 +6%
77 78
79
80 81