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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2101
Horst & Graben Wealth Management
Oregon
$1.77M -$158K -159 -8%
CA
2102
Crewe Advisors
Utah
$1.77M +$27.9K +28 +2%
FFS
2103
Flavin Financial Services
Florida
$1.77M +$15.9K +16 +0.9%
SG
2104
Sharper & Granite
California
$1.75M +$473K +475 +34%
AIIMS
2105
Analyst IMS Investment Management Services
Israel
$1.75M -$1.24M -1,242 -40%
CL
2106
CVFG LLC
Indiana
$1.75M +$38.9K +39 +2%
MIM
2107
Morningstar Investment Management
Illinois
$1.75M – – –
RP
2108
Riverbridge Partners
Minnesota
$1.75M +$101K +101 +6%
CWA
2109
Consilium Wealth Advisory
Texas
$1.75M +$25.9K +26 +1%
SWP
2110
Strategic Wealth Partners
Ohio
$1.74M +$9.96K +10 +0.5%
CSI
2111
Cross Staff Investments
New York
$1.74M – – –
FLFS
2112
Family Legacy Financial Solutions
North Carolina
$1.74M +$536K +538 +41%
ESB
2113
Essex Savings Bank
Connecticut
$1.73M +$51.8K +52 +3%
QWM
2114
Quadcap Wealth Management
Texas
$1.73M +$108K +108 +6%
EWM
2115
Evermay Wealth Management
Virginia
$1.73M +$59.8K +60 +3%
PFW
2116
Petros Family Wealth
Minnesota
$1.73M +$69.7K +70 +4%
IRP
2117
Investment Research Partners
Pennsylvania
$1.73M +$139K +140 +8%
CAM
2118
Costello Asset Management
Pennsylvania
$1.73M -$110K -110 -6%
LCM
2119
Lazari Capital Management
California
$1.72M -$14.9K -15 -0.8%
CAS
2120
CTC Alternative Strategies
Illinois
$1.72M +$1.83M +1,840 New
EL
2121
EWA LLC
Pennsylvania
$1.72M -$3.98K -4 -0.2%
LOIP
2122
Live Oak Investment Partners
Texas
$1.71M +$145K +146 +9%
WWM
2123
Whalen Wealth Management
Nevada
$1.71M -$238K -239 -12%
BCG
2124
BayBridge Capital Group
California
$1.71M +$82.7K +83 +5%
ISL
2125
Ingalls & Snyder LLC
New York
$1.71M +$2.99K +3 +0.2%
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