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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2351
Amplius Wealth Advisors
Pennsylvania
$772K +$2.14K +3 +0.3%
CIP
2352
Capital Insight Partners
Arizona
$771K +$211K +295 +39%
GWM
2353
Greenwich Wealth Management
Connecticut
$769K -$225K -315 -23%
OCPWS
2354
One Charles Private Wealth Services
Massachusetts
$768K -$60.7K -85 -7%
EHAM
2355
Eagle Harbor Asset Management
Washington
$766K – – –
SOAG
2356
Silver Oak Advisory Group
Oregon
$764K +$714 +1 +0.1%
ARC
2357
Advisor Resource Council
Texas
$763K -$3.27M -4,578 -80%
GFG
2358
GR Financial Group
Arizona
$762K +$25.7K +36 +4%
PSP
2359
Principal Street Partners
Tennessee
$762K – – –
WI
2360
WrapManager Inc
California
$760K +$179K +251 +32%
VWM
2361
Valley Wealth Managers
New Jersey
$760K +$52.1K +73 +8%
MCA
2362
Magnolia Capital Advisors
Mississippi
$758K +$62.1K +87 +9%
IF
2363
Integrity Financial
Wyoming
$757K +$216K +302 +41%
DWMS
2364
Dominguez Wealth Management Solutions
Virginia
$755K +$714 +1 +0.1%
TC
2365
Truvestments Capital
Florida
$753K +$352K +493 +92%
WMA
2366
Wealth Management Associates
New Jersey
$752K -$22.1K -31 -3%
IW
2367
Imprint Wealth
South Carolina
$752K +$331K +463 +80%
BDFN
2368
Bond & Devick Financial Network
Minnesota
$751K -$6.42K -9 -0.9%
SHWM
2369
Smith & Howard Wealth Management
Georgia
$750K – – –
BIM
2370
Barton Investment Management
Pennsylvania
$750K – – –
MWP
2371
Madison Wealth Partners
Wisconsin
$748K +$13.6K +19 +2%
IA
2372
IFG Advisors
Missouri
$748K – – –
HAIM
2373
Hunter Associates Investment Management
Pennsylvania
$747K +$2.86K +4 +0.4%
MWM
2374
Mascoma Wealth Management
New Hampshire
$744K -$22.8K -32 -3%
WKSWA
2375
White Knight Strategic Wealth Advisors
New Jersey
$743K -$153K -215 -17%
93 94
95
96 97