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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
2051
Avidian Wealth Enterprises
Texas
$1.75M +$57.5K +62 +3%
LCM
2052
LCM Capital Management
Illinois
$1.75M +$4.64K +5 +0.3%
FC
2053
Fjell Capital
North Dakota
$1.73M +$1.76M +1,893 New
GPI
2054
General Partner Inc
Pennsylvania
$1.73M -$92.8K -100 -5%
ODG
2055
O'Dell Group
Ohio
$1.73M -$298K -321 -15%
PFA
2056
Petra Financial Advisors
Colorado
$1.72M +$1.86K +2 +0.1%
RWI
2057
Red Wave Investments
Pennsylvania
$1.72M -$41.8K -45 -2%
FAT
2058
First American Trust
California
$1.72M -$74.2K -80 -4%
OCM
2059
Orion Capital Management
California
$1.71M -$73.3K -79 -4%
VDI
2060
Vaughan David Investments
Illinois
$1.71M -$4.64K -5 -0.3%
RLWM
2061
RF&L Wealth Management
Massachusetts
$1.71M – – –
EWM
2062
Evermay Wealth Management
Virginia
$1.71M -$196K -211 -10%
BCG
2063
BayBridge Capital Group
California
$1.71M +$122K +131 +8%
NWMG
2064
Nicholson Wealth Management Group
South Carolina
$1.71M +$351K +378 +25%
CB
2065
Chris Bulman
California
$1.7M +$27.8K +30 +2%
CNBT
2066
Canandaigua National Bank & Trust
New York
$1.7M -$36.2K -39 -2%
CAG
2067
Curtis Advisory Group
California
$1.7M -$23.2K -25 -1%
FC
2068
Fulcrum Capital
Washington
$1.7M – – –
CNBTD
2069
Citizens National Bank Trust Department
Mississippi
$1.7M +$17.6K +19 +1%
LEA
2070
Legacy Edge Advisors
New York
$1.69M – – –
SA
2071
Sovran Advisors
California
$1.69M +$1.71M +1,843 New
AWP
2072
Abacus Wealth Partners
California
$1.68M -$135K -146 -7%
LFA
2073
Laraway Financial Advisors
Minnesota
$1.68M -$4.64K -5 -0.3%
ESB
2074
Essex Savings Bank
Connecticut
$1.68M -$22.3K -24 -1%
WKSWA
2075
White Knight Strategic Wealth Advisors
New Jersey
$1.68M +$807K +870 +90%
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83
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