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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
676
Elk River Wealth Management
Colorado
$12.7M -$1.43M -2,000 -10%
CIP
677
Chartwell Investment Partners
Pennsylvania
$12.6M +$2.34M +3,271 +24%
NIG
678
NFJ Investment Group
Texas
$12.6M – – –
RWM
679
Ritholtz Wealth Management
New York
$12.5M +$330K +462 +3%
LIP
680
Liontrust Investment Partners
United Kingdom
$12.5M -$3.57M -5,000 -23%
WCWM
681
Willow Creek Wealth Management
California
$12.5M -$174K -244 -1%
RWM
682
RKL Wealth Management
Pennsylvania
$12.4M -$77.1K -108 -0.6%
GP
683
Girard Partners
Pennsylvania
$12.4M -$3.14M -4,393 -21%
NA
684
Navellier & Associates
Nevada
$12.3M +$2.78M +3,901 +30%
SC
685
Slow Capital
California
$12.3M -$72.8K -102 -0.6%
HWM
686
HB Wealth Management
Georgia
$12.2M +$2.75M +3,853 +30%
IIM
687
Ipswich Investment Management
Massachusetts
$12.2M -$85.7K -120 -0.7%
FCP
688
Fidelis Capital Partners
Florida
$12.2M +$1M +1,401 +9%
DEA
689
DoubleLine ETF Adviser
Florida
$12.1M +$11.8M +16,578 New
PIA
690
Petredis Investment Advisors
Pennsylvania
$12.1M +$314K +440 +3%
HGERS
691
Householder Group Estate & Retirement Specialist
Arizona
$12.1M +$9.99K +14 +0.1%
JSA
692
Jacobson & Schmitt Advisors
Wisconsin
$12.1M -$520K -729 -4%
IAN
693
Integrated Advisors Network
Texas
$12.1M +$1.05M +1,475 +10%
CL
694
CIM LLC
New York
$12M +$9.34M +13,081 +396%
SWA
695
Stratos Wealth Advisors
Ohio
$12M -$4.32M -6,046 -27%
TW
696
Transform Wealth
Colorado
$12M -$4.21M -5,895 -26%
HCM
697
Hutner Capital Management
Vermont
$12M +$35.7K +50 +0.3%
CIM
698
Chapman Investment Management
California
$12M -$106K -148 -0.9%
PI
699
PineBridge Investments
New York
$12M +$5.05M +7,075 +76%
LCM
700
Liberty Capital Management
Michigan
$11.9M -$343K -481 -3%
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