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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2526
Osterweis Capital Management
California
$506K -$2.37K -4 -0.5%
KAS
2527
KPP Advisory Services
Kentucky
$504K +$35K +59 +8%
SCP
2528
Seizert Capital Partners
Michigan
$504K -$29.6K -50 -6%
LWM
2529
Lakeridge Wealth Management
Ohio
$504K +$452K +763 New
AF
2530
Apexium Financial
Texas
$503K +$43.3K +73 +11%
AFPL
2531
Advus Financial Partners, LLC
Florida
$503K +$11.9K +20 +3%
MAM
2532
Meeder Asset Management
Ohio
$502K -$285K -481 -39%
NRG
2533
Nemes Rush Group
Michigan
$501K +$1.19K +2 +0.3%
LGA
2534
Lebenthal Global Advisors
New York
$501K +$450K +759 New
AI
2535
AXS Investments
New York
$501K +$296K +500 +193%
BFG
2536
Beacon Financial Group
Texas
$501K +$123K +207 +38%
PWP
2537
Phillips Wealth Planners
Mississippi
$500K -$27.3K -46 -6%
CIP
2538
Capital Insight Partners
Arizona
$500K +$41.5K +70 +10%
EFG
2539
Embree Financial Group
Illinois
$500K +$449K +757 New
FWM
2540
FFT Wealth Management
Pennsylvania
$500K -$49.2K -83 -10%
NL
2541
Navalign LLC
California
$499K -$49.2K -83 -10%
CCG
2542
Coastwise Capital Group
California
$498K +$593 +1 +0.1%
WTA
2543
Washington Trust Advisors
Massachusetts
$496K -$186K -314 -29%
PAM
2544
Palisade Asset Management
Minnesota
$495K -$1.78K -3 -0.4%
ACM
2545
AUA Capital Management
Pennsylvania
$495K – – –
SW
2546
SkyOak Wealth
Michigan
$495K – – –
FM
2547
Family Management
New York
$494K -$2.96K -5 -0.7%
CA
2548
Cambridge Advisors
Nebraska
$494K – – –
JC
2549
JB Capital
Connecticut
$493K +$26.1K +44 +6%
CD
2550
Chapin Davis
Maryland
$492K +$1.19K +2 +0.3%
100 101
102
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