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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
Buckley Wealth Management
Nevada
$6.59M -$129K -245 -2%
SFI
802
Siemens Fonds Invest
Germany
$6.58M +$4.2K +8 +0.1%
GT
803
Greenleaf Trust
Michigan
$6.57M +$550K +1,048 +10%
SCA
804
Stokes Capital Advisors
South Carolina
$6.57M -$44.1K -84 -0.7%
OCM
805
One Capital Management
California
$6.54M +$673K +1,282 +13%
FPFS
806
First Personal Financial Services
North Carolina
$6.52M +$26.2K +50 +0.4%
DAS
807
Dynamic Advisor Solutions
Arizona
$6.49M -$848K -1,615 -13%
RIM
808
Redpoint Investment Management
Australia
$6.48M -$82.4K -157 -1%
LSA
809
L & S Advisors
California
$6.44M -$3.99M -7,604 -40%
CGL
810
Clarius Group LLC
Washington
$6.43M – – –
BMO
811
Beck Mack & Oliver
New York
$6.42M -$15.7K -30 -0.3%
FAIM
812
Financial Advocates Investment Management
Washington
$6.42M -$856K -1,632 -13%
ST
813
Spinnaker Trust
Maine
$6.42M +$264K +503 +5%
WCA
814
Westover Capital Advisors
Delaware
$6.39M -$209K -398 -3%
ANHIM
815
Alan N. Hoffman Investment Management
Massachusetts
$6.38M +$108K +205 +2%
BFC
816
Blue Fin Capital
Rhode Island
$6.38M +$78.7K +150 +1%
WR
817
WD Rutherford
Oregon
$6.36M -$39.9K -76 -0.7%
BC
818
Brookfield Corp
Ontario, Canada
$6.34M +$496K +945 +9%
SF
819
Symphony Financial
Texas
$6.33M +$1.21M +2,311 +28%
EP
820
Edgestream Partners
New Jersey
$6.32M -$723K -1,378 -11%
CT
821
Caldwell Trust
Florida
$6.32M +$268K +510 +5%
AWM
822
Ameliora Wealth Management
Switzerland
$6.3M +$45.1K +86 +0.7%
CWA
823
Clarity Wealth Advisors
California
$6.26M +$36.7K +70 +0.6%
NCM
824
New Capital Management
Texas
$6.26M +$25.7K +49 +0.5%
SCA
825
Snowden Capital Advisors
New York
$6.24M +$1.89M +3,602 +50%
31 32
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