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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
2176
Caitlin John
Michigan
$977K +$15.7K +22 +2%
NFC
2177
Northeast Financial Consultants
Connecticut
$976K – – –
FTA
2178
Financial & Tax Architects
Missouri
$975K +$153K +214 +19%
RF
2179
Robinswood Financial
Washington
$974K -$32.1K -45 -3%
WA
2180
Wealth Architects
California
$974K -$52.1K -73 -5%
HSG
2181
Helen Stephens Group
Texas
$971K -$10.7K -15 -1%
RWP
2182
Ridgecrest Wealth Partners
California
$970K +$714 +1 +0.1%
PHAM
2183
Palisades Hudson Asset Management
Florida
$970K -$36.4K -51 -4%
SPA
2184
Sherbrooke Park Advisers
New York
$969K -$1.09M -1,522 -53%
PWA
2185
Prairie Wealth Advisors
Nebraska
$967K +$943K +1,321 New
PWA
2186
Phoenix Wealth Advisors
North Carolina
$966K +$63.5K +89 +7%
MC
2187
Matisse Capital
Oregon
$966K -$4.28K -6 -0.5%
SL
2188
Sentinus LLC
Illinois
$965K +$940K +1,317 New
PIM
2189
Profit Investment Management
Maryland
$960K – – –
MTIC
2190
Missouri Trust & Investment Company
Missouri
$960K +$714 +1 +0.1%
AA
2191
Argent Advisors
Louisiana
$959K -$586K -821 -39%
LSIA
2192
LaSalle St. Investment Advisors
Illinois
$958K – – –
ARG
2193
Advisory Resource Group
Oklahoma
$955K +$8.57K +12 +0.9%
CWM
2194
Cahaba Wealth Management
Georgia
$955K +$144K +202 +18%
FAM
2195
Formidable Asset Management
Ohio
$955K +$353K +495 +61%
CAL
2196
Capital Advisors Ltd
Ohio
$953K +$4.28K +6 +0.5%
PBO
2197
Peoples Bank (Ohio)
Ohio
$952K -$29.3K -41 -3%
GC
2198
Guidance Capital
Kentucky
$951K +$16.4K +23 +2%
BOPW
2199
Brandywine Oak Private Wealth
Pennsylvania
$949K -$8.57K -12 -0.9%
WEG
2200
World Equity Group
Illinois
$949K -$6.39M -8,957 -87%
86 87
88
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