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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2176
Bell Bank
North Dakota
$624K -$88.9K -161 -13%
EI
2177
Ellevest Inc
New York
$624K -$55.7K -101 -8%
1WM
2178
1900 Wealth Management
Texas
$624K – – –
AIFAIM
2179
American Institute for Advanced Investment Management
Arizona
$624K – – –
PWM
2180
PBMares Wealth Management
Virginia
$622K – – –
AA
2181
Alta Advisers
United Kingdom
$621K – – –
LG
2182
Lane Generational
Massachusetts
$621K – – –
SW
2183
Solidarity Wealth
Utah
$620K – – –
GFG
2184
GR Financial Group
Arizona
$619K +$1.1K +2 +0.2%
ASI
2185
Advisory Services & Investments
Oregon
$619K – – –
DAM
2186
Draper Asset Management
New York
$618K +$8.28K +15 +1%
MAWA
2187
Moss Adams Wealth Advisors
Washington
$618K +$79.5K +144 +15%
KA
2188
Klingman & Associates
New York
$618K -$552 -1 -0.1%
HWM
2189
Hemington Wealth Management
Virginia
$616K -$19.3K -35 -3%
MWAM
2190
Manhattan West Asset Management
California
$616K -$3.31K -6 -0.5%
AAM
2191
Aureus Asset Management
Massachusetts
$612K +$217K +393 +57%
CWM
2192
Centric Wealth Management
Illinois
$610K +$25.9K +47 +5%
NJBEST
2193
New Jersey Better Educational Savings Trust
New Jersey
$608K – – –
SFC
2194
Strategic Financial Concepts
Texas
$606K +$9.38K +17 +2%
TFA
2195
Triad Financial Advisors
North Carolina
$605K +$22.1K +40 +4%
CWA
2196
Clearview Wealth Advisors
Oregon
$604K -$30.4K -55 -5%
BP
2197
BBR Partners
New York
$602K +$318K +577 +118%
IWN
2198
Independent Wealth Network
Iowa
$602K +$54.1K +98 +10%
RFM
2199
Royal Fund Management
Florida
$602K +$41.4K +75 +8%
WTA
2200
Washington Trust Advisors
Massachusetts
$601K -$8.83K -16 -1%
86 87
88
89 90