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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2076
Crewe Advisors
Utah
$1.71M -$28.3K -29 -2%
UHC
2077
Union Heritage Capital
Michigan
$1.7M +$1.75M +1,800 New
PIN
2078
Prudent Investors Network
California
$1.7M – – –
SFC
2079
SYM Financial Corp
Indiana
$1.7M +$259K +266 +17%
BBNB
2080
Baker Boyer National Bank
Washington
$1.69M -$433K -444 -20%
OC
2081
Opinicus Capital
Florida
$1.69M -$48.7K -50 -3%
SCG
2082
Sonata Capital Group
Washington
$1.68M -$14.6K -15 -0.8%
MAM
2083
Milestone Asset Management
Pennsylvania
$1.68M +$790K +810 +84%
MWM
2084
MorganRosel Wealth Management
Colorado
$1.68M -$12.7K -13 -0.7%
HWMO
2085
Heritage Wealth Management (Ohio)
Ohio
$1.67M +$38K +39 +2%
PCA
2086
Peddock Capital Advisors
Massachusetts
$1.67M +$5.85K +6 +0.3%
GF
2087
Gries Financial
Ohio
$1.67M -$8.78K -9 -0.5%
ABC
2088
Associated Banc-Corp
Wisconsin
$1.67M -$5.85K -6 -0.3%
SAM
2089
Shikiar Asset Management
New York
$1.67M -$388K -398 -18%
GWWM
2090
Great Waters Wealth Management
Minnesota
$1.67M +$24.4K +25 +1%
DG
2091
DMC Group
Alabama
$1.66M -$9.75K -10 -0.6%
PCWA
2092
Pacific Capital Wealth Advisors
California
$1.66M – – –
HCP
2093
Hexagon Capital Partners
Arkansas
$1.66M +$32.2K +33 +2%
OW
2094
Olistico Wealth
Oklahoma
$1.66M +$34.1K +35 +2%
AP
2095
Atwood & Palmer
Missouri
$1.66M +$173K +177 +11%
SAW
2096
Signal Advisors Wealth
Michigan
$1.65M +$588K +603 +53%
GCM
2097
Genus Capital Management
British Columbia, Canada
$1.65M +$1.7M +1,743 New
CC
2098
Callan Capital
California
$1.65M +$240K +246 +16%
ZBNA
2099
Zions Bancorporation, National Association
Utah
$1.65M +$1.7M +1,740 New
VIP
2100
Viewpoint Investment Partners
Alberta, Canada
$1.64M +$1.7M +1,739 New
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84
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