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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2226
Tempus Wealth Planning
California
$382K +$41.6K +82 +11%
EE
2227
EWG Elevate
California
$381K -$4.06K -8 -1%
GDP
2228
Great Diamond Partners
Maine
$380K -$8.12K -16 -2%
DOA
2229
D'Orazio & Associates
Virginia
$379K -$65.9K -130 -14%
PWS
2230
Peloton Wealth Strategists
Indiana
$379K -$30.4K -60 -7%
CAN
2231
Claraphi Advisory Network
United States
$378K -$410K -809 -51%
HCM
2232
HMS Capital Management
Tennessee
$378K +$99.4K +196 +33%
GPWA
2233
Great Point Wealth Advisors
Massachusetts
$375K +$397K +782 New
AT
2234
Arvest Trust
Oklahoma
$374K -$45.7K -90 -10%
PP
2235
Pacifica Partners
Canada
$374K +$2.54K +5 +0.6%
OWA
2236
Octavia Wealth Advisors
Ohio
$374K +$11.2K +22 +3%
PAM
2237
Palisade Asset Management
Minnesota
$371K – – –
VC
2238
Vicus Capital
Pennsylvania
$371K +$34K +67 +9%
SMA
2239
Sage Mountain Advisors
Georgia
$371K +$54.8K +108 +16%
WAAG
2240
Wealth Alliance Advisory Group
Kansas
$371K +$60.4K +119 +18%
PCM
2241
Penserra Capital Management
California
$370K -$409K -806 -51%
IWN
2242
Independent Wealth Network
Iowa
$370K -$44.1K -87 -10%
PP
2243
Pegasus Partners
Wisconsin
$370K +$25.4K +50 +7%
ARI
2244
Applied Research Investments
Delaware
$370K +$392K +772 New
NAS
2245
Nicolet Advisory Services
Wisconsin
$369K +$87.8K +173 +30%
MGWM
2246
Marks Group Wealth Management
Minnesota
$368K +$29.4K +58 +8%
AF
2247
Alerus Financial
North Dakota
$368K +$30.4K +60 +8%
BFA
2248
Bill Few Associates
Pennsylvania
$367K +$5.07K +10 +1%
PCFFS
2249
Pacific Center for Financial Services
California
$366K +$507 +1 +0.1%
CIM
2250
Confluence Investment Management
Missouri
$364K – – –
88 89
90
91 92