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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
851
Kercheville Advisors
Texas
$11.4M -$308K -309 -2%
WWA
852
WCG Wealth Advisors
Nevada
$11.4M +$956K +959 +9%
TCBWMS
853
Texas Capital Bank Wealth Management Services
Texas
$11.3M +$1.75M +1,757 +17%
WIM
854
WealthPlan Investment Management
Nebraska
$11.3M -$1.76M -1,763 -13%
PS
855
Principal Securities
Iowa
$11.3M +$779K +782 +7%
WB
856
WesBanco Bank
West Virginia
$11.2M -$82.7K -83 -0.7%
FTWA
857
Fifth Third Wealth Advisors
Ohio
$11.2M -$119K -119 -1%
BCPWM
858
Bradley & Co Private Wealth Management
Florida
$11.1M +$206K +207 +2%
SAM
859
Securian Asset Management
Minnesota
$11.1M -$224K -225 -2%
BAM
860
Belpointe Asset Management
Nevada
$11.1M +$265K +266 +2%
CWA
861
Clarity Wealth Advisors
California
$11.1M +$99.6K +100 +0.9%
AG
862
Algert Global
California
$11.1M +$337K +338 +3%
SIC
863
Sigma Investment Counselors
Michigan
$11M -$642K -644 -5%
GT
864
Greenleaf Trust
Michigan
$11M -$512K -514 -4%
FWP
865
Falcon Wealth Planning
California
$11M +$1.72M +1,725 +17%
B
866
Bensler
Washington
$11M +$833K +836 +8%
RP
867
Rice Partnership
Hawaii
$11M -$138K -139 -1%
AMM
868
American Money Management
California
$11M -$229K -230 -2%
AI
869
Atria Investments
North Carolina
$10.9M -$605K -607 -5%
KRSITF
870
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.9M -$52.8K -53 -0.5%
CPCPP
871
Canada Post Corporation Pension Plan
Canada
$10.9M – – –
PIP
872
Peachtree Investment Partners
Florida
$10.8M +$64.8K +65 +0.6%
DC
873
Defender Capital
North Carolina
$10.8M -$411K -412 -3%
CQWA
874
Chokshi & Queen Wealth Advisors
California
$10.7M +$248K +249 +2%
AWM
875
Angeles Wealth Management
California
$10.7M +$682K +684 +6%
33 34
35
36 37