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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
851
TLW Wealth Management
Florida
$11.8M +$134K +137 +1%
AFG
852
Atomi Financial Group
New York
$11.7M +$1.98M +2,031 +21%
CWA
853
Clarity Wealth Advisors
California
$11.7M +$9.74K +10 +0.1%
YIH
854
Y-Intercept (HK)
Hong Kong
$11.7M +$10.7M +11,028 +1,596%
BCPWM
855
Bradley & Co Private Wealth Management
Florida
$11.7M +$746K +766 +7%
KRSITF
856
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11.6M – – –
IAN
857
Integrated Advisors Network
Texas
$11.6M -$4.33M -4,444 -28%
WB
858
Webster Bank
Connecticut
$11.6M -$35.1K -36 -0.3%
SW
859
SlateStone Wealth
Florida
$11.6M +$18.5K +19 +0.2%
BAM
860
Belpointe Asset Management
Nevada
$11.6M +$3.07M +3,155 +37%
CPCPP
861
Canada Post Corporation Pension Plan
Canada
$11.6M +$156K +160 +1%
BIM
862
Baldwin Investment Management
Pennsylvania
$11.5M +$219K +225 +2%
LI
863
LMCG Investments
Massachusetts
$11.5M +$2.55M +2,615 +29%
PIP
864
Peachtree Investment Partners
Florida
$11.5M -$591K -606 -5%
HCM
865
Howard Capital Management
Georgia
$11.5M -$17.8M -18,252 -61%
AG
866
Algert Global
California
$11.4M +$663K +680 +6%
NFG
867
Nations Financial Group
Iowa
$11.4M +$281K +288 +3%
KHLMVGHM
868
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.3M -$14.2M -14,613 -56%
1SB
869
1ST Source Bank
Indiana
$11.3M -$151K -155 -1%
ECM
870
Empirical Capital Management
Tennessee
$11.3M – – –
PS
871
Principal Securities
Iowa
$11.2M -$651K -668 -6%
EPIM
872
Evelyn Partners Investment Management
$11.2M +$344K +353 +3%
CQWA
873
Chokshi & Queen Wealth Advisors
California
$11.2M +$337K +346 +3%
WWA
874
WCG Wealth Advisors
Nevada
$11.2M +$605K +621 +6%
SIC
875
SFE Investment Counsel
California
$11.1M -$22.4K -23 -0.2%
33 34
35
36 37