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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
2351
Beverly Hills Private Wealth
California
$929K +$15.6K +20 +2%
BSB
2352
Bangor Savings Bank
Maine
$926K +$19.5K +25 +2%
SIA
2353
Strategic Investment Advisors
Michigan
$924K -$3.9K -5 -0.5%
OWG
2354
Oxford Wealth Group
Florida
$923K +$22.6K +29 +3%
EW
2355
Enzi Wealth
Texas
$923K +$19.5K +25 +2%
FFO
2356
Fortitude Family Office
Arizona
$920K +$7.8K +10 +0.9%
CS
2357
Capital Square
Tennessee
$919K -$122K -156 -13%
VCM
2358
Virtue Capital Management
Tennessee
$918K +$143K +183 +20%
PAMG
2359
Patton Albertson Miller Group
Tennessee
$917K +$85.1K +109 +11%
ASI
2360
Advisory Services & Investments
Oregon
$917K – – –
NA
2361
Nottingham Advisors
New York
$915K – – –
DWMS
2362
Dominguez Wealth Management Solutions
Virginia
$915K +$35.9K +46 +4%
CTC
2363
Cetera Trust Company
Minnesota
$913K – – –
CWG
2364
Crown Wealth Group
North Carolina
$903K -$7.02K -9 -0.8%
SVWG
2365
Shared Vision Wealth Group
United States
$900K +$553K +709 +203%
WA
2366
Wealthstream Advisors
New York
$899K -$27.3K -35 -3%
DMBA
2367
Deseret Mutual Benefit Administrators
Utah
$899K -$5.46K -7 -0.7%
AWA
2368
Amplius Wealth Advisors
Pennsylvania
$899K +$3.12K +4 +0.4%
PCM
2369
Poehling Capital Management
Wisconsin
$898K +$148K +190 +22%
FFC
2370
First Financial Corp
Indiana
$898K -$16.4K -21 -2%
AP
2371
Adero Partners
California
$897K +$601K +770 +269%
CWM
2372
Castle Wealth Management
Florida
$893K -$20.3K -26 -2%
TA
2373
TFB Advisors
Kansas
$893K +$135K +173 +20%
GWM
2374
Greenwich Wealth Management
Connecticut
$892K – – –
KIG
2375
Kowal Investment Group
Wisconsin
$888K +$71K +91 +10%
93 94
95
96 97