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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2101
Ahrens Investment Partners
Louisiana
$572K +$1.96K +4 +0.3%
IFS
2102
Intelligent Financial Strategies
Minnesota
$571K – – –
OCPWS
2103
One Charles Private Wealth Services
Massachusetts
$570K -$80.9K -165 -13%
HWM
2104
Hemington Wealth Management
Virginia
$569K +$490 +1 +0.1%
EW
2105
Enzi Wealth
Texas
$568K – – –
HIS
2106
Harvest Investment Services
Illinois
$568K +$561K +1,143 New
LIA
2107
LBMC Investment Advisors
Tennessee
$567K -$17.2K -35 -3%
SSW
2108
Smith Shellnut Wilson
Mississippi
$567K – – –
HWM
2109
Heirloom Wealth Management
Colorado
$565K +$490 +1 +0.1%
WPC
2110
Waters Parkerson & Co
Louisiana
$564K +$981 +2 +0.2%
ASI
2111
Advisory Services & Investments
Oregon
$562K +$555K +1,131 New
EW
2112
Evoke Wealth
California
$562K +$129K +264 +30%
CWM
2113
Cordatus Wealth Management
Pennsylvania
$560K +$13.2K +27 +2%
WTA
2114
Washington Trust Advisors
Massachusetts
$560K +$6.38K +13 +1%
EI
2115
Ellevest Inc
New York
$560K +$10.8K +22 +2%
TA
2116
Tiedemann Advisors
New York
$559K +$286K +584 +108%
RFM
2117
Royal Fund Management
Florida
$559K +$15.7K +32 +3%
GA
2118
Greenspring Advisors
Maryland
$558K – – –
LF
2119
Lee Financial
Texas
$558K -$133K -271 -19%
BIG
2120
Builder Investment Group
Georgia
$556K – – –
GAA
2121
Global Assets Advisory
Florida
$556K -$27K -55 -5%
PWMG
2122
Provence Wealth Management Group
California
$556K +$153K +312 +39%
EHAM
2123
Eagle Harbor Asset Management
Washington
$555K -$1.96K -4 -0.4%
DC
2124
Destiny Capital
Colorado
$555K – – –
CWA
2125
Consilium Wealth Advisory
Texas
$553K +$48.1K +98 +10%
83 84
85
86 87