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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2376
AIMZ Investment Advisors
California
$338K – – –
LTAS
2377
Linden Thomas Advisory Services
North Carolina
$338K +$362K +740 New
SFP
2378
Sterling Financial Planning
New Jersey
$338K -$8.31K -17 -2%
BFA
2379
Bill Few Associates
Pennsylvania
$336K – – –
CFG
2380
Carr Financial Group
Massachusetts
$334K +$358K +732 New
SW
2381
SkyOak Wealth
Michigan
$334K +$31.8K +65 +10%
SDWMA
2382
Schneider Downs Wealth Management Advisors
Pennsylvania
$332K -$702K -1,437 -66%
CFO
2383
Callan Family Office
Pennsylvania
$332K +$356K +728 New
CIAS
2384
CFS Investment Advisory Services
New Jersey
$332K +$355K +727 New
AP
2385
Adero Partners
California
$332K -$21K -43 -6%
MGWM
2386
Marks Group Wealth Management
Minnesota
$332K -$12.2K -25 -3%
BCP
2387
Berkeley Capital Partners
Georgia
$332K +$1.47K +3 +0.4%
NRI
2388
NFP Retirement Inc
California
$331K – – –
WWP
2389
Waypoint Wealth Partners
California
$331K – – –
AHB
2390
Abner Herrman & Brock
New Jersey
$331K +$6.84K +14 +2%
CAM
2391
Concorde Asset Management
Michigan
$331K -$9.77K -20 -3%
AAG
2392
Armstrong Advisory Group
Massachusetts
$331K +$354K +724 New
RBFC
2393
Roman Butler Fullerton & Co
Missouri
$330K – – –
HIP
2394
HUB Investment Partners
Texas
$329K -$46.9K -96 -12%
TLCM
2395
Twin Lakes Capital Management
California
$328K – – –
FCCM
2396
First City Capital Management
Georgia
$328K +$489 +1 +0.1%
IWA
2397
IBEX Wealth Advisors
New Jersey
$327K -$1.61M -3,303 -82%
WI
2398
WrapManager Inc
California
$327K -$22K -45 -6%
IF
2399
Insight Folios
North Carolina
$326K +$43K +88 +14%
6F
2400
626 Financial
Michigan
$325K – – –
94 95
96
97 98