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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
2101
Sonata Capital Group
Washington
$1.64M +$57.5K +62 +4%
KIC
2102
Keating Investment Counselors
Florida
$1.64M – – –
ACM
2103
Anfield Capital Management
California
$1.64M +$26.9K +29 +2%
MWM
2104
MorganRosel Wealth Management
Colorado
$1.64M +$352K +379 +27%
MA
2105
Modus Advisors
Minnesota
$1.63M +$122K +131 +8%
RFA
2106
Rollins Financial Advisors
New York
$1.63M -$78.9K -85 -5%
GF
2107
Gries Financial
Ohio
$1.63M -$4.64K -5 -0.3%
ABC
2108
Associated Banc-Corp
Wisconsin
$1.62M +$135K +145 +9%
DG
2109
DMC Group
Alabama
$1.62M -$57.5K -62 -3%
CWM
2110
Centurion Wealth Management
Virginia
$1.62M +$33.4K +36 +2%
PCA
2111
Peddock Capital Advisors
Massachusetts
$1.61M – – –
TW
2112
Traveka Wealth
California
$1.61M +$953K +1,027 +140%
TWP
2113
Tempus Wealth Planning
California
$1.61M +$100K +108 +7%
PCWA
2114
Pacific Capital Wealth Advisors
California
$1.61M -$13.9K -15 -0.8%
MC
2115
Matisse Capital
Oregon
$1.61M -$57.5K -62 -3%
FTA
2116
Financial & Tax Architects
Missouri
$1.6M +$113K +122 +8%
EPIME
2117
Evelyn Partners Investment Management (Europe)
$1.6M +$1.62M +1,741 New
LPAM
2118
Lodestar Private Asset Management
California
$1.6M +$4.64K +5 +0.3%
PWM
2119
Prentice Wealth Management
New York
$1.59M +$39K +42 +2%
GWWM
2120
Great Waters Wealth Management
Minnesota
$1.59M -$36.2K -39 -2%
PRRFG
2121
Paul R. Ried Financial Group
Washington
$1.59M +$1.61M +1,735 New
HWMO
2122
Heritage Wealth Management (Ohio)
Ohio
$1.59M – – –
LCOV
2123
London Company of Virginia
Virginia
$1.59M – – –
CCG
2124
Ceeto Capital Group
Florida
$1.58M – – –
QWM
2125
Quadcap Wealth Management
Texas
$1.58M +$21.3K +23 +1%
83 84
85
86 87