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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2376
Palisade Asset Management
Minnesota
$426K -$15.2K -30 -4%
CCM
2377
Chickasaw Capital Management
Tennessee
$425K – – –
FWM
2378
Fairhaven Wealth Management
Illinois
$425K +$399K +789 New
PGAM
2379
Princeton Global Asset Management
New Jersey
$425K -$50.1K -99 -11%
DWA
2380
Delap Wealth Advisory
Oregon
$423K -$1.01K -2 -0.3%
TC
2381
Trust Company
Kansas
$423K -$330K -652 -45%
FWM
2382
FFT Wealth Management
Pennsylvania
$423K +$10.1K +20 +3%
TFGT
2383
TS Financial Group (TSFG)
Illinois
$422K +$506 +1 +0.1%
RWP
2384
Revolve Wealth Partners
New Jersey
$422K +$30.4K +60 +8%
OWM
2385
OneAscent Wealth Management
Alabama
$421K +$21.3K +42 +6%
GA
2386
GFS Advisors
Texas
$420K +$50.6K +100 +15%
LWM
2387
LJI Wealth Management
Indiana
$419K -$4.05K -8 -1%
SW
2388
SMART Wealth
Nebraska
$419K +$1.01K +2 +0.3%
BAM
2389
Blueshift Asset Management
New Jersey
$418K +$393K +776 New
HCM
2390
Howard Capital Management
Georgia
$416K – – –
IAG
2391
Investmark Advisory Group
Connecticut
$416K -$14.7K -29 -4%
OCM
2392
Osterweis Capital Management
California
$415K -$65.8K -130 -14%
SAS
2393
Stelac Advisory Services
New York
$414K -$55.7K -110 -13%
GA
2394
Goldstein Advisors
Wisconsin
$413K -$16.7K -33 -4%
VCM
2395
Vivaldi Capital Management
Illinois
$413K +$65.3K +129 +20%
WWM
2396
Wolff Wiese Magana
California
$413K +$5.06K +10 +1%
P
2397
&Partners
Tennessee
$411K – – –
CA
2398
Cambridge Advisors
Nebraska
$411K -$44K -87 -10%
DOA
2399
D'Orazio & Associates
Virginia
$409K -$46.6K -92 -11%
KFA
2400
Kelleher Financial Advisors
New York
$408K – – –
94 95
96
97 98