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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
901
IBEX Wealth Advisors
New Jersey
$1.47M +$1.38M +5,552 New
AIM
902
Axiom Investment Management
New York
$1.46M +$220K +883 +19%
CWM
903
Concentric Wealth Management
California
$1.45M +$3.74K +15 +0.3%
WWM
904
Western Wealth Management
Colorado
$1.44M -$7.97K -32 -0.6%
SC
905
Savant Capital
Illinois
$1.44M +$47.9K +192 +4%
ACA
906
Atlas Capital Advisors
Wyoming
$1.44M +$31.2K +125 +2%
NB
907
Nicolet Bankshares
Wisconsin
$1.44M -$4.49K -18 -0.3%
IAA
908
Independent Advisor Alliance
North Carolina
$1.43M +$241K +968 +18%
GPA
909
Garrison Point Advisors
California
$1.43M +$17.4K +70 +1%
MAFM
910
Mid Atlantic Financial Management
Pennsylvania
$1.42M +$126K +504 +10%
XSC
911
X-Square Capital
Puerto Rico
$1.42M +$672K +2,696 +101%
MC
912
Moors & Cabot
Massachusetts
$1.42M +$145K +582 +12%
BAS
913
Brown Advisory Securities
Maryland
$1.42M -$253K -1,015 -16%
NWP
914
Northstar Wealth Partners
Connecticut
$1.42M – – –
SNT
915
Security National Trust
West Virginia
$1.41M -$79.8K -320 -6%
WG
916
Winton Group
United Kingdom
$1.41M +$346K +1,388 +35%
FA
917
FDx Advisors
Illinois
$1.39M +$86K +345 +7%
KPW
918
Kore Private Wealth
New York
$1.39M +$40.9K +164 +3%
CC
919
Cipher Capital
New York
$1.39M -$3.66M -14,704 -74%
BI
920
Bredin Investment
Delaware
$1.39M – – –
MWM
921
Merriman Wealth Management
Washington
$1.37M +$1.5K +6 +0.1%
ACM
922
Allred Capital Management
Texas
$1.37M -$748 -3 -0.1%
HCM
923
Hodges Capital Management
Texas
$1.36M -$53.6K -215 -4%
MPWT
924
MassMutual Private Wealth & Trust
Connecticut
$1.36M +$78.3K +314 +6%
WMC
925
Westwood Management Corporation
Illinois
$1.35M – – –
35 36
37
38 39