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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2401
Triangle Securities Wealth Management
North Carolina
$283K – – –
TI
2402
Trexquant Investment
Connecticut
$282K -$10.3M -20,386 -97%
TCWM
2403
Total Clarity Wealth Management
Illinois
$282K -$35K -69 -10%
BFG
2404
Beacon Financial Group
Texas
$281K -$23.8K -47 -7%
YWS
2405
Yarger Wealth Strategies
Ohio
$281K +$507 +1 +0.2%
MTC
2406
McDaniel Terry & Co
Texas
$280K -$26.9K -53 -8%
VCM
2407
Vivaldi Capital Management
Illinois
$280K +$6.59K +13 +2%
KFA
2408
Krane Funds Advisors
New York
$279K -$79.6K -157 -21%
HWA
2409
Heartwood Wealth Advisors
Virginia
$279K -$33.5K -66 -10%
TCWA
2410
Ten Capital Wealth Advisors
Washington
$279K -$5.58K -11 -2%
UAS
2411
United Asset Strategies
New York
$279K -$1.52K -3 -0.5%
CA
2412
Callahan Advisors
Texas
$279K – – –
SOAG
2413
Silver Oak Advisory Group
Oregon
$278K -$35K -69 -11%
OIM
2414
Oder Investment Management
California
$278K +$32K +63 +12%
SPP
2415
Single Point Partners
Massachusetts
$278K +$294K +580 New
UIA
2416
Ulland Investment Advisors
Minnesota
$276K – – –
NB
2417
Northwest Bancshares
Pennsylvania
$275K – – –
KPWG
2418
KFA Private Wealth Group
Virginia
$273K +$507 +1 +0.2%
NPT
2419
Nixon Peabody Trust
Massachusetts
$273K +$17.2K +34 +6%
CCG
2420
Coastwise Capital Group
California
$273K +$33.5K +66 +13%
DWM
2421
Drive Wealth Management
Utah
$273K +$68.5K +135 +31%
FZCM
2422
Flynn Zito Capital Management
New York
$273K +$289K +569 New
CF
2423
Copperwynd Financial
Arizona
$271K -$3.45M -6,792 -92%
NDSI
2424
Newman Dignan & Sheerar Inc
Rhode Island
$271K +$2.54K +5 +0.9%
AFT
2425
Alpha Family Trust
California
$271K +$287K +565 New
95 96
97
98 99