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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
901
Capstone Financial Advisors
Illinois
$655K +$1.38K +8 +0.2%
WAS
902
WESPAC Advisors SoCal
California
$654K +$47.4K +275 +7%
PG
903
Pendal Group
Australia
$650K +$700K +4,063 New
MNBTD
904
Moody National Bank Trust Division
Texas
$646K -$1.72K -10 -0.2%
PAA
905
Peregrine Asset Advisers
Oregon
$644K -$43.1K -250 -6%
SIAP
906
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$644K +$17.2K +100 +3%
WHRC
907
W.H. Reaves & Co
New Jersey
$640K – – –
NSIM
908
North Star Investment Management
Illinois
$640K +$34.6K +201 +5%
WHG
909
Westwood Holdings Group
Texas
$639K +$688K +3,994 New
RWP
910
RWA Wealth Partners
Massachusetts
$638K – – –
MCWS
911
McKinley Carter Wealth Services
West Virginia
$638K +$160K +926 +30%
PCM
912
Peak Capital Management
Colorado
$638K +$687K +3,987 New
BW
913
Bison Wealth
Georgia
$636K +$41.4K +240 +6%
JWBC
914
J.W. Burns & Co
New York
$635K – – –
RFA
915
Reilly Financial Advisors
California
$635K +$20.7K +120 +3%
KWM
916
Kingsview Wealth Management
Oregon
$635K +$91.2K +529 +15%
BWM
917
Bernicke Wealth Management
Wisconsin
$634K -$83.4K -484 -11%
WGCA
918
Wolf Group Capital Advisors
Virginia
$629K -$20.3K -118 -3%
WSFS
919
Wilmington Savings Fund Society
Delaware
$626K -$4.48K -26 -0.7%
CL
920
Choreo LLC
Illinois
$626K +$249K +1,446 +59%
SLAM
921
Swiss Life Asset Management
$619K -$140K -811 -17%
PFS
922
Physicians Financial Services
North Carolina
$616K – – –
WIM
923
Wittenberg Investment Management
Massachusetts
$613K – – –
MFS
924
Madrona Financial Services
Washington
$609K – – –
FNT
925
First National Trust
Pennsylvania
$608K +$119K +688 +22%
35 36
37
38 39