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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
901
IHT Wealth Management
Illinois
$10.1M +$158K +159 +2%
TCWA
902
Turtle Creek Wealth Advisors
Texas
$10.1M +$419K +422 +4%
JPWM
903
Jamison Private Wealth Management
Georgia
$10.1M -$994 -1 -0%
BDLIB
904
Banque de Luxembourg Investments (BLI)
Luxembourg
$10M +$10.1M +10,200 New
BRWA
905
B. Riley Wealth Advisors
Florida
$10M +$10M +10,110 New
BL
906
BFSG LLC
California
$10M -$220K -221 -2%
EPIM
907
Evelyn Partners Investment Management
$9.98M +$307K +309 +3%
DIM
908
DLK Investment Management
California
$9.98M -$15.9K -16 -0.2%
MPIA
909
Mountain Pacific Investment Advisers
Idaho
$9.97M -$9.94K -10 -0.1%
AWA
910
Arkadios Wealth Advisors
Georgia
$9.96M +$3.2M +3,216 +47%
BP
911
Ballentine Partners
Massachusetts
$9.95M +$297K +299 +3%
BA
912
Baugh & Associates
Georgia
$9.94M -$536K -539 -5%
AA
913
ALPS Advisors
Colorado
$9.93M -$743K -748 -7%
GIM
914
Goelzer Investment Management
Indiana
$9.92M -$84.5K -85 -0.8%
BIM
915
Baldwin Investment Management
Pennsylvania
$9.89M +$60.6K +61 +0.6%
NIG
916
NFJ Investment Group
Texas
$9.88M -$1.34M -1,345 -12%
NCM
917
Nelson Capital Management
California
$9.85M +$31.8K +32 +0.3%
ESBC
918
E.S. Barr & Co
Kentucky
$9.85M +$1.12M +1,130 +13%
MVA
919
Mount Vernon Associates
Maryland
$9.8M -$131K -132 -1%
BWM
920
Buckley Wealth Management
Nevada
$9.79M -$174K -175 -2%
MAS
921
Meeder Advisory Services
Ohio
$9.79M +$824K +829 +9%
BMO
922
Beck Mack & Oliver
New York
$9.78M -$30.8K -31 -0.3%
LFG
923
Larson Financial Group
Missouri
$9.78M +$722K +726 +8%
FA
924
Fiduciary Alliance
South Carolina
$9.74M -$326K -328 -3%
MSA
925
MUFG Securities Americas
New York
$9.73M +$1.96M +1,976 +25%
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