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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
901
Twin Capital Management
Pennsylvania
$4.34M +$675K +1,331 +17%
EF
902
Empirical Finance
Pennsylvania
$4.33M +$245K +482 +6%
OHWP
903
Oak Harbor Wealth Partners
North Carolina
$4.33M – – –
CT
904
Clearstead Trust
Maine
$4.32M +$185K +365 +4%
GAM
905
Griffin Asset Management
New York
$4.31M -$47.7K -94 -1%
CC
906
Courier Capital
New York
$4.3M -$12.7K -25 -0.3%
MPIA
907
Mountain Pacific Investment Advisers
Idaho
$4.3M +$16.2K +32 +0.4%
MCM
908
McMillion Capital Management
North Carolina
$4.29M -$720K -1,420 -14%
RDWM
909
Red Door Wealth Management
Tennessee
$4.28M +$399K +786 +10%
MWA
910
Meridian Wealth Advisors
Texas
$4.27M +$254K +500 +6%
AP
911
Americana Partners
Texas
$4.26M +$2.83M +5,575 +168%
CG
912
Caprock Group
Idaho
$4.26M -$6.33M -12,481 -58%
PG
913
Pendal Group
Australia
$4.26M +$4.01M +7,902 +801%
CWM
914
Concentric Wealth Management
California
$4.26M -$200K -395 -4%
ACM
915
Ayrshire Capital Management
Connecticut
$4.25M -$79.1K -156 -2%
IFWM
916
Institute for Wealth Management
Colorado
$4.24M +$37K +73 +0.8%
FFN
917
Focus Financial Network
Minnesota
$4.24M +$357K +703 +9%
DWT
918
Dorsey & Whitney Trust
South Dakota
$4.2M +$143K +282 +3%
PWM
919
Perigon Wealth Management
California
$4.2M +$58.3K +115 +1%
MC
920
Moors & Cabot
Massachusetts
$4.19M -$53.3K -105 -1%
MCM
921
Mitchell Capital Management
Kansas
$4.19M -$2.05M -4,048 -32%
CHJWM
922
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.18M -$49.2K -97 -1%
TCOO
923
Trust Company of Oklahoma
Oklahoma
$4.18M -$12.7K -25 -0.3%
FNT
924
First National Trust
Pennsylvania
$4.16M +$323K +637 +8%
LSPW
925
Lake Street Private Wealth
Illinois
$4.15M +$179K +352 +4%
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