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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2151
Moulton Wealth Management
Washington
$530K +$981 +2 +0.2%
XWM
2152
Xcel Wealth Management
Florida
$528K – – –
CFP
2153
Catalyst Financial Partners
Massachusetts
$528K +$109K +222 +26%
HCC
2154
Hirtle Callaghan & Co
Pennsylvania
$527K +$520K +1,061 New
PWS
2155
Peloton Wealth Strategists
Indiana
$527K – – –
HCP
2156
Holt Capital Partners
Texas
$526K -$36.3K -74 -7%
ALAM
2157
Asahi Life Asset Management
Japan
$526K -$981 -2 -0.2%
MPAM
2158
Murphy Pohlad Asset Management
Minnesota
$524K – – –
TCWA
2159
Ten Capital Wealth Advisors
Washington
$524K +$175K +357 +51%
SHWM
2160
Smith & Howard Wealth Management
Georgia
$523K – – –
DWM
2161
Drive Wealth Management
Utah
$523K +$137K +279 +36%
LG
2162
LaFleur & Godfrey
Michigan
$523K +$2.45K +5 +0.5%
PPP
2163
Private Portfolio Partners
New Jersey
$522K -$173K -353 -25%
GWP
2164
Gateway Wealth Partners
Wisconsin
$522K +$49K +100 +11%
SFC
2165
Strategic Financial Concepts
Texas
$520K +$514K +1,048 New
VC
2166
Vestor Capital
Illinois
$518K – – –
FCA
2167
Fortis Capital Advisors
Kansas
$516K -$47.6K -97 -9%
PRWA
2168
Platte River Wealth Advisors
Colorado
$515K – – –
CWA
2169
Canvas Wealth Advisors
Kansas
$514K +$193K +393 +62%
CANY
2170
Caxton Associates (New York)
New York
$513K +$507K +1,033 New
LA
2171
Lifeworks Advisors
Michigan
$512K +$60.8K +124 +14%
FFA
2172
Founders Financial Alliance
North Carolina
$510K +$42.7K +87 +9%
PPC
2173
Park Place Capital
Alabama
$509K -$33.4K -68 -6%
BIM
2174
Barton Investment Management
Pennsylvania
$509K – – –
IA
2175
IFG Advisors
Missouri
$507K – – –
85 86
87
88 89