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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
876
Nelson Capital Management
California
$7.94M -$362K -507 -4%
MWM
877
Moran Wealth Management
Florida
$7.94M -$610K -854 -7%
SW
878
Simplicity Wealth
New Jersey
$7.93M +$7.72M +10,818 New
TBA
879
Tower Bridge Advisors
Pennsylvania
$7.92M -$4.62M -6,478 -37%
JAG
880
Journey Advisory Group
Kentucky
$7.92M +$542K +759 +8%
HDIM
881
Hanson & Doremus Investment Management
Vermont
$7.87M +$94.9K +133 +1%
SEEDPG
882
S.E.E.D. Planning Group
New York
$7.85M -$850K -1,191 -10%
BWM
883
Buckley Wealth Management
Nevada
$7.85M -$376K -526 -5%
BCM
884
Bridgeway Capital Management
Texas
$7.84M +$7.64M +10,700 New
MWA
885
Meridian Wealth Advisors
Texas
$7.82M +$462K +647 +6%
SLI
886
Sumitomo Life Insurance
Japan
$7.77M +$63.5K +89 +0.8%
CCM
887
Carderock Capital Management
Maryland
$7.71M -$418K -585 -5%
SGM
888
Skye Global Management
Florida
$7.69M – – –
LT
889
Legacy Trust
Michigan
$7.68M -$28.6K -40 -0.4%
WANY
890
Wealthspire Advisors (New York)
New York
$7.67M +$282K +395 +4%
MVA
891
Mount Vernon Associates
Maryland
$7.66M -$153K -215 -2%
FPFS
892
First Personal Financial Services
North Carolina
$7.64M -$238K -334 -3%
EI
893
Ethic Inc
New York
$7.63M +$160K +224 +2%
KC
894
Knuff & Co
California
$7.63M -$125K -175 -2%
BMO
895
Beck Mack & Oliver
New York
$7.57M -$35.7K -50 -0.5%
KTM
896
Keeler Thomas Management
Utah
$7.56M -$133K -187 -2%
CK
897
Cohen Klingenstein
New York
$7.55M – – –
RFA
898
ROI Financial Advisors
Oregon
$7.54M -$351K -492 -5%
BIM
899
Baldwin Investment Management
Pennsylvania
$7.53M +$138K +193 +2%
FFN
900
Focus Financial Network
Minnesota
$7.53M -$5.95M -8,330 -44%
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