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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
CapWealth Advisors
Tennessee
$8.66M +$22K +42 +0.3%
WC
702
Whitney & Co
New York
$8.64M -$1.57M -2,998 -17%
RCM
703
Regency Capital Management
Hawaii
$8.64M -$1.7M -3,243 -18%
PFS
704
Prospera Financial Services
Texas
$8.64M +$2.55M +4,862 +48%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$8.61M +$1.34M +2,557 +21%
BFG
706
Berger Financial Group
Minnesota
$8.6M -$813K -1,549 -9%
LMKC
707
L.M. Kohn & Company
Ohio
$8.59M +$7.83M +14,913 New
SC
708
Slow Capital
California
$8.56M -$1.75M -3,344 -18%
WDA
709
Wendell David Associates
New Hampshire
$8.46M +$34.1K +65 +0.4%
CSS
710
Cubist Systematic Strategies
Connecticut
$8.46M -$3.92M -7,471 -34%
UF
711
Univest Financial
Pennsylvania
$8.42M -$2.26M -4,298 -23%
CPA
712
Capital Planning Advisors
California
$8.41M +$7.35K +14 +0.1%
EWM
713
Empirical Wealth Management
Washington
$8.4M +$336K +640 +5%
CCM
714
Carderock Capital Management
Maryland
$8.36M -$1.37M -2,604 -15%
IFG
715
Independent Financial Group
California
$8.35M +$692K +1,319 +10%
FFWA
716
FRG Family Wealth Advisors
Washington
$8.32M +$525 +1 +0%
PA
717
Perennial Advisors
New York
$8.3M +$188K +359 +3%
RC
718
Roundview Capital
New Jersey
$8.29M +$218K +415 +3%
VCA
719
Verdence Capital Advisors
Maryland
$8.29M -$14.7K -28 -0.2%
AIP
720
Alapocas Investment Partners
Massachusetts
$8.25M -$2.04M -3,882 -21%
HZ
721
Hixon Zuercher
Ohio
$8.25M -$49.3K -94 -0.7%
KJWM
722
Kiley Juergens Wealth Management
Washington
$8.2M -$8.07M -15,379 -52%
CCC
723
Chelsea Counsel Company
California
$8.19M -$903K -1,721 -11%
GFA
724
Gifford Fong Associates
California
$8.18M – – –
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$8.17M +$111K +212 +2%
27 28
29
30 31