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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
701
Prana Capital Management
Connecticut
$16.1M +$15.8M +16,174 New
CWP
702
Capital Wealth Planning
Florida
$16M +$10.3M +10,617 +196%
CG
703
Caprock Group
Idaho
$16M -$187K -192 -1%
JAFL
704
Jay A. Fishman Ltd
Michigan
$15.9M -$712K -731 -4%
SI
705
Stephens Inc
Arkansas
$15.9M -$158K -162 -1%
OIA
706
OneDigital Investment Advisors
Kansas
$15.9M -$2.31M -2,367 -13%
CT
707
Caldwell Trust
Florida
$15.9M +$371K +381 +2%
CUAMC
708
China Universal Asset Management Company
China
$15.9M +$972K +997 +7%
PWM
709
Purus Wealth Management
California
$15.9M -$234K -240 -1%
JSA
710
Jacobson & Schmitt Advisors
Wisconsin
$15.8M -$21.4K -22 -0.1%
OAM
711
Oppenheimer Asset Management
New York
$15.8M +$701K +719 +5%
CA
712
CSM Advisors
Pennsylvania
$15.8M +$11.4M +11,660 +281%
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$15.8M +$752K +772 +5%
BCM
714
Brookstone Capital Management
Illinois
$15.7M -$1.68M -1,727 -10%
BIA
715
Biondo Investment Advisors
Pennsylvania
$15.7M +$112K +115 +0.7%
MWM
716
Marietta Wealth Management
Georgia
$15.7M +$178K +183 +1%
AG
717
Ascent Group
Virginia
$15.6M +$892K +915 +6%
M
718
MOTCO
Texas
$15.6M +$118K +121 +0.8%
MYIA
719
Mount Yale Investment Advisors
Colorado
$15.5M +$9.32M +9,562 +158%
TCWA
720
Turtle Creek Wealth Advisors
Texas
$15.5M +$3.04M +3,116 +25%
JEST
721
JTC Employer Solutions Trustee
Jersey
$15.4M – – –
NAMM
722
NorthStar Asset Management (Massachusetts)
Massachusetts
$15.4M -$2.43M -2,493 -14%
SW
723
SteelPeak Wealth
California
$15.4M +$1.51M +1,554 +11%
ACM
724
Aquatic Capital Management
Illinois
$15.3M -$11.9M -12,245 -44%
SC
725
Savant Capital
Illinois
$15.3M +$3.23M +3,318 +27%
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