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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2126
Summit Asset Management
Tennessee
$629K – – –
AF
2127
Alerus Financial
North Dakota
$628K +$151K +298 +34%
NA
2128
Nottingham Advisors
New York
$627K – – –
VFPI
2129
Vantage Financial Partners (Illinois)
Illinois
$627K +$88.5K +175 +18%
AWA
2130
Amplius Wealth Advisors
Pennsylvania
$626K -$3.54K -7 -0.6%
HHAA
2131
Henry H. Armstrong Associates
Pennsylvania
$625K -$4.05K -8 -0.7%
EW
2132
Enzi Wealth
Texas
$619K – – –
TDC
2133
Thompson Davis & Co
Virginia
$619K -$25.3K -50 -4%
IFS
2134
Intelligent Financial Strategies
Minnesota
$619K – – –
AO
2135
Advisor OS
Illinois
$619K +$344K +679 +144%
ORAM
2136
One River Asset Management
Connecticut
$619K -$535K -1,058 -48%
DWM
2137
Drive Wealth Management
Utah
$617K +$47.6K +94 +9%
MCM
2138
MV Capital Management
Maryland
$616K +$20.2K +40 +4%
AP
2139
Arlington Partners
Alabama
$615K +$108K +214 +23%
FSC
2140
Full Sail Capital
Oklahoma
$614K -$54.1K -107 -9%
LIA
2141
LBMC Investment Advisors
Tennessee
$614K – – –
SSW
2142
Smith Shellnut Wilson
Mississippi
$614K – – –
FAT
2143
First American Trust
California
$614K -$104K -206 -15%
HWM
2144
Heirloom Wealth Management
Colorado
$612K +$506 +1 +0.1%
OHWA
2145
Oak Hill Wealth Advisors
Virginia
$612K -$25.3K -50 -4%
FCA
2146
Fortis Capital Advisors
Kansas
$611K +$48.1K +95 +9%
IAIM
2147
Industrial Alliance Investment Management
Quebec, Canada
$609K -$31.9M -63,123 -98%
HWM
2148
Hemington Wealth Management
Virginia
$606K -$10.1K -20 -2%
CWA
2149
Clearview Wealth Advisors
Oregon
$606K -$30.4K -60 -5%
OCPWS
2150
One Charles Private Wealth Services
Massachusetts
$605K -$12.1K -24 -2%
84 85
86
87 88