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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2076
MorganRosel Wealth Management
Colorado
$1.8M +$39.8K +40 +2%
FFO
2077
Fiduciary Family Office
Florida
$1.79M -$104K -105 -5%
OC
2078
Opinicus Capital
Florida
$1.79M +$25.8K +26 +1%
ESB
2079
Essex Savings Bank
Connecticut
$1.79M -$6.96K -7 -0.4%
FFM
2080
Fullerton Fund Management
Singapore
$1.79M +$241K +242 +15%
TFA
2081
Toth Financial Advisory
Virginia
$1.79M +$91.4K +92 +5%
RIA
2082
Richwood Investment Advisors
Ohio
$1.79M -$6.96K -7 -0.4%
PMA
2083
Prudent Man Advisors
Illinois
$1.78M +$434K +437 +32%
UHC
2084
Union Heritage Capital
Michigan
$1.78M – – –
GAM
2085
Gould Asset Management
California
$1.78M -$70.6K -71 -4%
CBT
2086
Crews Bank & Trust
Florida
$1.78M -$10.9K -11 -0.6%
PCP
2087
Panoramic Capital Partners
Oregon
$1.78M +$18.9K +19 +1%
LNB
2088
Ledyard National Bank
$1.77M -$205K -206 -10%
RIG
2089
RiverFront Investment Group
Virginia
$1.77M +$821K +826 +86%
LFA
2090
Legacy Financial Advisors
Kentucky
$1.77M +$53.7K +54 +3%
BSSFA
2091
Baron Silver Stevens Financial Advisors
Florida
$1.77M +$81.5K +82 +5%
PFA
2092
Petra Financial Advisors
Colorado
$1.76M +$792K +797 +81%
AWM
2093
Aprio Wealth Management
Georgia
$1.76M +$157K +158 +10%
ZBNA
2094
Zions Bancorporation, National Association
Utah
$1.76M +$37.8K +38 +2%
ICP
2095
Impact Capital Partners
Colorado
$1.76M +$50.7K +51 +3%
HWMO
2096
Heritage Wealth Management (Ohio)
Ohio
$1.75M – – –
GWWM
2097
Great Waters Wealth Management
Minnesota
$1.75M +$8.95K +9 +0.5%
PAMG
2098
Patton Albertson Miller Group
Tennessee
$1.75M +$741K +746 +73%
OW
2099
Olistico Wealth
Oklahoma
$1.74M +$5.96K +6 +0.3%
WG
2100
Welch Group
Alabama
$1.74M -$92.4K -93 -5%
82 83
84
85 86