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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2076
Cahaba Wealth Management
Georgia
$508K +$5.2K +10 +0.9%
WG
2077
Welch Group
Alabama
$506K – – –
KP
2078
Keel Point
Alabama
$504K -$520 -1 -0.1%
RFM
2079
Royal Fund Management
Florida
$504K +$6.76K +13 +1%
CWA
2080
Clarus Wealth Advisors
Arizona
$504K +$63.5K +122 +13%
QPW
2081
Quantum Private Wealth
Florida
$503K +$52K +100 +10%
XWM
2082
Xcel Wealth Management
Florida
$502K +$52K +100 +10%
MWM
2083
Moulton Wealth Management
Washington
$500K -$163K -313 -23%
MPAM
2084
Murphy Pohlad Asset Management
Minnesota
$498K – – –
SHWM
2085
Smith & Howard Wealth Management
Georgia
$497K – – –
EL
2086
Essex LLC
Illinois
$496K – – –
CCB
2087
Cutter & Co Brokerage
Missouri
$496K +$26.5K +51 +5%
HI
2088
Hoey Investments
Pennsylvania
$495K +$99.3K +191 +22%
CIP
2089
Convergence Investment Partners
Florida
$493K -$87.9K -169 -14%
OMC
2090
Old Mission Capital
Illinois
$493K +$543K +1,043 New
HFS
2091
Heritage Financial Services
Massachusetts
$492K – – –
LFA
2092
Legacy Financial Advisors
Kentucky
$492K +$93.6K +180 +21%
RIM
2093
Redwood Investment Management
Arizona
$492K +$541K +1,041 New
LG
2094
LaFleur & Godfrey
Michigan
$491K – – –
PRWA
2095
Platte River Wealth Advisors
Colorado
$490K -$34.8K -67 -6%
CWA
2096
Capital Wealth Alliance
Arizona
$490K -$27K -52 -5%
AIP
2097
Ahrens Investment Partners
Louisiana
$490K +$20.8K +40 +4%
MCM
2098
MV Capital Management
Maryland
$490K +$33.3K +64 +7%
FSC
2099
Full Sail Capital
Oklahoma
$489K -$38K -73 -7%
UCB
2100
United Community Bank
South Carolina
$484K – – –
82 83
84
85 86