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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2476
Proficio Capital Partners
Massachusetts
$1.2M +$4.87K +5 +0.4%
CCA
2477
Carrera Capital Advisors
Michigan
$1.2M +$4.87K +5 +0.4%
MMM
2478
Mendel Money Management
Illinois
$1.19M -$12.7K -13 -1%
PHAM
2479
Palisades Hudson Asset Management
Florida
$1.19M – – –
CRI
2480
Colonial River Investments
Virginia
$1.19M -$109K -112 -9%
FF
2481
Foundry Financial
California
$1.19M +$1.16M +1,191 New
HT
2482
Heritage Trust
Oklahoma
$1.19M -$21.4K -22 -2%
RAM
2483
Redmond Asset Management
Virginia
$1.19M -$32.2K -33 -3%
IWA
2484
Invera Wealth Advisors
Oregon
$1.19M +$975 +1 +0.1%
SAM
2485
Summit Asset Management
Tennessee
$1.19M +$96.5K +99 +9%
EFSCE
2486
Enterprise Financial Services Corp (EFSC)
Missouri
$1.18M +$156K +160 +16%
PFA
2487
Pathway Financial Advisers
Indiana
$1.18M +$356K +365 +44%
CPA
2488
Cardiff Park Advisors
California
$1.18M -$224K -230 -16%
FC
2489
Fulcrum Capital
Washington
$1.18M -$163K -167 -12%
AMPWP
2490
Alvarez & Marsal Private Wealth Partners
Florida
$1.18M +$289K +297 +33%
PWP
2491
Prasad Wealth Partners
Ohio
$1.18M -$32.2K -33 -3%
WFI
2492
West Family Investments
California
$1.18M -$1.01M -1,040 -47%
DWM
2493
Darwin Wealth Management
Florida
$1.18M +$365K +375 +46%
FAM
2494
Formidable Asset Management
Ohio
$1.17M -$10.7K -11 -0.8%
EFG
2495
Embree Financial Group
Illinois
$1.17M +$273K +280 +31%
BCM
2496
Buckhead Capital Management
Georgia
$1.17M -$102K -105 -8%
ODIJL
2497
One Day In July LLC
Vermont
$1.17M +$140K +144 +14%
GPWM
2498
Grant Private Wealth Management
California
$1.17M +$662K +679 +137%
FFA
2499
Fi3 Financial Advisors
Indiana
$1.17M +$500K +513 +78%
BBNB
2500
Baker Boyer National Bank
Washington
$1.17M -$5.85K -6 -0.5%
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