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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2076
Financial Perspectives
Minnesota
$263K – – –
GHAM
2077
Gilman Hill Asset Management
Connecticut
$263K -$31.4K -83 -11%
MFW
2078
Mosaic Family Wealth
Missouri
$263K – – –
HCM
2079
Hutchinson Capital Management
California
$263K +$7.56K +20 +3%
KOMWMG
2080
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$262K -$30.6K -81 -11%
PA
2081
Parkside Advisors
California
$262K – – –
TC
2082
Trust Company
Kansas
$262K – – –
SPP
2083
Single Point Partners
Massachusetts
$260K -$18.5K -49 -7%
CAGAS
2084
Capital Advisory Group Advisory Services
Minnesota
$260K +$225K +596 +961%
DIA
2085
Davidson Investment Advisors
Montana
$259K – – –
LF
2086
Lee Financial
Texas
$259K – – –
EW
2087
Evoke Wealth
California
$259K +$6.81K +18 +3%
LWP
2088
Legacy Wealth Planning
Nevada
$259K +$7.56K +20 +3%
AP
2089
Adero Partners
California
$258K -$568K -1,502 -70%
ABTD
2090
Arvest Bank Trust Division
Oklahoma
$258K -$8.32K -22 -3%
NL
2091
Navalign LLC
California
$258K +$378 +1 +0.2%
SNB
2092
Security National Bank
Nebraska
$257K -$73.7K -195 -23%
CWM
2093
CCG Wealth Management
California
$257K -$11.3K -30 -4%
VST
2094
Van Strum & Towne
California
$257K – – –
FCIM
2095
Fairview Capital Investment Management
California
$256K +$12.5K +33 +5%
MIM
2096
Martin Investment Management
Florida
$253K – – –
AC
2097
Alexandria Capital
Virginia
$252K – – –
LA
2098
LexAurum Advisors
Kansas
$252K +$15.5K +41 +7%
CWM
2099
Cabot Wealth Management
Massachusetts
$250K – – –
CWP
2100
Curated Wealth Partners
California
$250K – – –
82 83
84
85 86