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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
2101
Mosaic Family Wealth
Missouri
$234K +$15.7K +45 +7%
TC
2102
Trust Company
Kansas
$233K -$177K -508 -43%
FCCM
2103
First City Capital Management
Georgia
$233K +$1.04K +3 +0.5%
PA
2104
Parkside Advisors
California
$233K +$24.4K +70 +12%
TTWM
2105
TCV Trust & Wealth Management
Virginia
$233K +$231K +663 New
RCG
2106
Rock Creek Group
District of Columbia
$232K -$149K -427 -39%
UWM
2107
USAdvisors Wealth Management
Minnesota
$232K +$229K +658 New
PG
2108
Prostatis Group
Maryland
$231K +$228K +656 New
LF
2109
Lee Financial
Texas
$231K – – –
DIA
2110
Davidson Investment Advisors
Montana
$231K +$21.2K +61 +10%
OCM
2111
One Capital Management
California
$230K -$32.7K -94 -13%
CHA
2112
Cooper/Haims Advisors
New York
$229K -$87K -250 -28%
VST
2113
Van Strum & Towne
California
$229K – – –
VFP
2114
Verus Financial Partners
Virginia
$229K – – –
AWG
2115
Altus Wealth Group
Colorado
$229K +$34.8K +100 +20%
NL
2116
Navalign LLC
California
$229K +$226K +649 New
SCA
2117
Stonebridge Capital Advisors
Minnesota
$229K +$227K +651 New
HCM
2118
Hutchinson Capital Management
California
$227K -$346K -993 -61%
CYG
2119
Clean Yield Group
Vermont
$226K -$26.1K -75 -10%
TVAMP
2120
Tennessee Valley Asset Management Partners
Tennessee
$226K -$5.57K -16 -2%
KWM
2121
Keebeck Wealth Management
Illinois
$226K – – –
MIM
2122
Martin Investment Management
Florida
$226K – – –
EW
2123
Evoke Wealth
California
$225K -$218K -626 -50%
UAS
2124
United Asset Strategies
New York
$225K -$45.3K -130 -17%
AC
2125
Alexandria Capital
Virginia
$224K +$4.87K +14 +2%
83 84
85
86 87