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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$12M +$1.47M +1,480 +14%
PCA
827
Pallas Capital Advisors
Massachusetts
$12M -$151K -152 -1%
OPCM
828
Osborne Partners Capital Management
California
$12M -$232K -233 -2%
RMC
829
Resources Management Corp
Connecticut
$11.9M -$75.5K -76 -0.6%
KRSITF
830
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11.9M -$831K -836 -6%
BAAM
831
Baker Avenue Asset Management
California
$11.9M +$775K +780 +7%
VFA
832
Valeo Financial Advisors
Indiana
$11.9M -$1.06M -1,065 -8%
CAM
833
Cypress Asset Management
Texas
$11.8M +$478K +481 +4%
AC
834
Addenda Capital
Quebec, Canada
$11.7M +$247K +249 +2%
MWM
835
Moran Wealth Management
Florida
$11.6M +$127K +128 +1%
CQWA
836
Chokshi & Queen Wealth Advisors
California
$11.6M +$560K +563 +5%
CFSG
837
Community Financial Services Group
Vermont
$11.6M -$646K -650 -5%
BWL
838
Bogart Wealth LLC
Virginia
$11.6M +$307K +309 +3%
AC
839
AlphaCore Capital
California
$11.5M +$902K +907 +8%
1SB
840
1ST Source Bank
Indiana
$11.5M -$330K -332 -3%
DWM
841
Diversify Wealth Management
Utah
$11.5M +$878K +883 +8%
PS
842
Principal Securities
Iowa
$11.5M +$2.28M +2,295 +25%
TYCC
843
Texas Yale Capital Corp
Florida
$11.5M -$99.4K -100 -0.9%
SC
844
Savant Capital
Illinois
$11.4M +$653K +657 +6%
ANHIM
845
Alan N. Hoffman Investment Management
Massachusetts
$11.4M -$5.96K -6 -0.1%
FWTB
846
First Western Trust Bank
Colorado
$11.4M -$325K -327 -3%
PIMJS
847
PKO Investment Management Joint-Stock
Poland
$11.4M – – –
GIA
848
Gladstone Institutional Advisory
Florida
$11.4M +$1.87M +1,883 +20%
GP
849
Guardian Partners
Canada
$11.4M +$1.62M +1,632 +16%
KFP
850
KMG Fiduciary Partners
Ohio
$11.3M +$290K +292 +3%
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