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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
2651
Twin Lakes Capital Management
California
$610K – – –
LWM
2652
Lakeridge Wealth Management
Ohio
$609K +$3.12K +4 +0.6%
S
2653
Sunpointe
Missouri
$609K +$21.1K +27 +4%
PAM
2654
Palisade Asset Management
Minnesota
$608K – – –
GCA
2655
Greenwood Capital Associates
South Carolina
$606K -$87.4K -112 -14%
HI
2656
Hendershot Investments
Virginia
$606K -$45.3K -58 -8%
CBT
2657
CoreFirst Bank & Trust
Kansas
$605K -$91.3K -117 -14%
CP
2658
Camelot Portfolios
Ohio
$605K +$555K +711 New
DIA
2659
Davidson Investment Advisors
Montana
$604K -$6.24K -8 -1%
FCT
2660
First Community Trust
Iowa
$603K +$14.8K +19 +3%
KL
2661
KWMG LLC
Kansas
$601K +$552K +707 New
PWP
2662
Phillips Wealth Planners
Mississippi
$600K -$10.9K -14 -2%
EA
2663
Echo45 Advisors
California
$600K -$103K -132 -16%
RCM
2664
Requisite Capital Management
Texas
$600K +$551K +706 New
WJA
2665
Willis Johnson & Associates
Texas
$599K +$62.4K +80 +13%
BFA
2666
Bill Few Associates
Pennsylvania
$599K -$9.36K -12 -2%
FM
2667
Family Management
New York
$597K -$20.3K -26 -4%
CWA
2668
Centennial Wealth Advisory
Michigan
$596K +$53.1K +68 +11%
4WM
2669
49 Wealth Management
Texas
$596K +$3.9K +5 +0.7%
LWM
2670
Liberty Wealth Management
California
$596K +$6.63M +8,493 +1,217%
MUAMU
2671
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$595K -$234K -300 -30%
MHR
2672
Matthew Hamilton Rosenberg
$594K -$7.8K -10 -1%
AR
2673
Apeiron RIA
Texas
$594K -$7.8K -10 -1%
EC
2674
EdgeRock Capital
Colorado
$591K +$57.7K +74 +12%
CBTWT
2675
Community Bank & Trust (Waco, Texas)
Texas
$591K -$7.8K -10 -1%
105 106
107
108 109