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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
851
Payden & Rygel
California
$10.7M -$4.89M -5,100 -31%
TCWA
852
Turtle Creek Wealth Advisors
Texas
$10.7M +$1.35M +1,405 +14%
GP
853
Guardian Partners
Canada
$10.7M +$97.8K +102 +0.9%
ANHIM
854
Alan N. Hoffman Investment Management
Massachusetts
$10.7M +$26.8K +28 +0.2%
CFSG
855
Community Financial Services Group
Vermont
$10.7M -$140K -146 -1%
MA
856
McBroom & Associates
Nevada
$10.7M -$134K -140 -1%
PCA
857
Pallas Capital Advisors
Massachusetts
$10.7M -$570K -595 -5%
RCYC
858
Richard C. Young & Co
Rhode Island
$10.6M +$10.8M +11,233 +4,642%
CQWA
859
Chokshi & Queen Wealth Advisors
California
$10.6M -$229K -239 -2%
MWA
860
Meridian Wealth Advisors
Texas
$10.6M +$482K +503 +5%
DA
861
Dillon & Associates
Michigan
$10.6M +$6.71K +7 +0.1%
CPA
862
Capital Planning Advisors
California
$10.6M -$936K -977 -8%
VFA
863
Valeo Financial Advisors
Indiana
$10.6M -$593K -619 -5%
EW
864
Evexia Wealth
Wisconsin
$10.5M +$1.32M +1,379 +14%
SCA
865
Stokes Capital Advisors
South Carolina
$10.5M +$452K +472 +4%
ECM
866
Empirical Capital Management
Tennessee
$10.5M – – –
IFA
867
Index Fund Advisors
California
$10.5M +$510K +532 +5%
GGI
868
GPM Growth Investors
Michigan
$10.5M -$93.9K -98 -0.9%
FFN
869
Focus Financial Network
Minnesota
$10.5M +$343K +358 +3%
PCG
870
Prosperity Consulting Group
Maryland
$10.5M -$2.88K -3 -0%
AMM
871
American Money Management
California
$10.4M -$92K -96 -0.8%
WF
872
WoodTrust Financial
Wisconsin
$10.4M -$129K -135 -1%
GBA
873
Garrison Bradford & Associates
New York
$10.4M +$81.5K +85 +0.8%
RMP
874
Richards, Merrill & Peterson
Washington
$10.3M +$669K +698 +7%
CWA
875
Clarity Wealth Advisors
California
$10.3M -$210K -219 -2%
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36 37