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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
826
Lakeside Advisors
Washington
$12M -$115K -115 -0.9%
PIA
827
Petredis Investment Advisors
Pennsylvania
$12M +$3.98K +4 +0%
RMP
828
Richards, Merrill & Peterson
Washington
$12M +$46.8K +47 +0.4%
WAM
829
Wilsey Asset Management
California
$12M +$85.7K +86 +0.7%
VR
830
Vision Retirement
New Jersey
$11.9M +$61.8K +62 +0.5%
GI
831
GAMMA Investing
California
$11.9M +$949K +952 +8%
FMTC
832
Farmers & Merchants Trust Company
California
$11.9M -$275K -276 -2%
SEEDPG
833
S.E.E.D. Planning Group
New York
$11.8M +$328K +329 +3%
LI
834
LMCG Investments
Massachusetts
$11.8M +$1.03M +1,036 +9%
CWP
835
CFM Wealth Partners
Texas
$11.7M +$67.8K +68 +0.5%
SWIG
836
Strategic Wealth Investment Group
Kentucky
$11.7M +$2.08M +2,089 +20%
PCG
837
Prosperity Consulting Group
Maryland
$11.7M -$7.97K -8 -0.1%
SGI
838
Summit Global Investments
Utah
$11.7M +$508K +510 +4%
RSVP
839
Ramsay Stattman Vela & Price
Colorado
$11.7M -$138K -139 -1%
DBG
840
De Burlo Group
Massachusetts
$11.6M +$49.8K +50 +0.4%
TF
841
Tompkins Financial
New York
$11.6M -$1.12M -1,129 -8%
BFC
842
Blue Fin Capital
Rhode Island
$11.5M +$199K +200 +2%
TYCC
843
Texas Yale Capital Corp
Florida
$11.5M -$29.9K -30 -0.2%
O
844
Ossiam
France
$11.5M +$2.79M +2,797 +29%
IAM
845
Infusive Asset Management
New York
$11.5M +$2.26M +2,267 +23%
KA
846
Kercheville Advisors
Texas
$11.4M -$308K -309 -2%
WWA
847
WCG Wealth Advisors
Nevada
$11.4M +$956K +959 +9%
TCBWMS
848
Texas Capital Bank Wealth Management Services
Texas
$11.3M +$1.75M +1,757 +17%
WIM
849
WealthPlan Investment Management
Nebraska
$11.3M -$1.76M -1,763 -13%
PS
850
Principal Securities
Iowa
$11.3M +$779K +782 +7%
32 33
34
35 36