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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
951
Meritage Portfolio Management
Kansas
$7.88M -$81.9K -105 -1%
TAMH
952
Taikang Asset Management (HK)
Hong Kong
$7.88M – – –
JPWM
953
Jamison Private Wealth Management
Georgia
$7.85M +$25.8K +33 +0.4%
WCM
954
Weik Capital Management
Pennsylvania
$7.83M -$402K -515 -5%
ILI
955
Invesco LLC (Illinois)
Illinois
$7.82M -$7.8K -10 -0.1%
AFWM
956
AMJ Financial Wealth Management
Virginia
$7.82M +$78.8K +101 +1%
GWM
957
Geneos Wealth Management
Colorado
$7.78M +$893K +1,144 +14%
FPFS
958
First Personal Financial Services
North Carolina
$7.78M -$1,000K -1,281 -12%
HI
959
Harbour Investments
Wisconsin
$7.77M +$201K +258 +3%
IFWM
960
Institute for Wealth Management
Colorado
$7.76M +$498K +638 +8%
GWSG
961
GPS Wealth Strategies Group
Colorado
$7.75M -$8.58K -11 -0.1%
HR
962
Howe & Rusling
New York
$7.7M +$210K +269 +3%
LS
963
Livforsakringsbolaget Skandia
Sweden
$7.68M +$975K +1,250 +16%
SGM
964
Skye Global Management
Florida
$7.67M -$1.15M -1,480 -14%
OHWP
965
Oak Harbor Wealth Partners
North Carolina
$7.65M – – –
PC
966
Pecaut & Co
Iowa
$7.62M -$30.4K -39 -0.4%
LPT
967
Legacy Private Trust
Wisconsin
$7.61M -$265K -340 -4%
FHB
968
First Hawaiian Bank
Hawaii
$7.59M -$567K -727 -8%
NCM
969
Narwhal Capital Management
Georgia
$7.58M -$144K -185 -2%
TA
970
TFG Advisers
Michigan
$7.56M -$123K -158 -2%
AT
971
American Trust
Kentucky
$7.56M -$265K -340 -4%
LIA
972
LS Investment Advisors
Michigan
$7.55M +$2.34K +3 +0%
RSWM
973
Robertson Stephens Wealth Management
California
$7.55M +$1.55M +1,990 +29%
AUB
974
Atlantic Union Bankshares
Virginia
$7.53M +$2.5M +3,202 +57%
CCFCSB
975
Cape Cod Five Cents Savings Bank
Massachusetts
$7.53M -$545K -698 -7%
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