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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1951
West Family Investments
California
$1.92M -$119K -131 -6%
KWM
1952
KW Wealth Management
California
$1.92M +$162K +179 +9%
NWMG
1953
Nicholson Wealth Management Group
South Carolina
$1.91M +$117K +129 +6%
AL
1954
Aspiriant LLC
California
$1.91M +$170K +188 +9%
AWE
1955
Avidian Wealth Enterprises
Texas
$1.91M +$401K +443 +25%
VFG
1956
Victory Financial Group
Texas
$1.91M +$916K +1,011 +84%
BAM
1957
Bell Asset Management
Australia
$1.9M +$24.5K +27 +1%
MA
1958
MKT Advisors
California
$1.9M -$46.2K -51 -2%
ACM
1959
Absolute Capital Management
Pennsylvania
$1.9M +$12.7K +14 +0.6%
CWM
1960
Circle Wealth Management
New Jersey
$1.9M +$906 +1 +0%
AIMCA
1961
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.9M – – –
LI
1962
Louisbourg Investments
New Brunswick, Canada
$1.9M – – –
PCMH
1963
Polymer Capital Management (HK)
Hong Kong
$1.9M +$1.99M +2,200 New
DE
1964
Diversified Enterprises
Delaware
$1.9M +$1.32M +1,460 +198%
CAM
1965
Cidel Asset Management
Ontario, Canada
$1.89M +$93.3K +103 +5%
KCPG
1966
Kavar Capital Partners Group
Kansas
$1.89M +$91.5K +101 +5%
OA
1967
Oxbow Advisors
Texas
$1.89M – – –
FHC
1968
First Heartland Consultants
Missouri
$1.89M -$73.4K -81 -4%
CFD
1969
Creative Financial Designs
Indiana
$1.88M +$36.2K +40 +2%
ZIC
1970
ZWJ Investment Counsel
Georgia
$1.88M -$38.1K -42 -2%
WRPWM
1971
Werba Rubin Papier Wealth Management
California
$1.88M -$130K -144 -6%
CCA
1972
Corps Capital Advisors
Texas
$1.88M +$533K +588 +37%
APG
1973
Abacus Planning Group
South Carolina
$1.88M -$49.8K -55 -2%
WAAG
1974
Wealth Alliance Advisory Group
Kansas
$1.87M -$194K -214 -9%
LA
1975
LVW Advisors
New York
$1.87M -$162K -179 -8%
77 78
79
80 81