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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
951
Wilmington Savings Fund Society
Delaware
$9.24M +$195K +196 +2%
WC
952
Whitney & Co
New York
$9.2M +$68.6K +69 +0.7%
RWM
953
Rockline Wealth Management
New York
$9.19M +$184K +185 +2%
TAMH
954
Taikang Asset Management (HK)
Hong Kong
$9.18M – – –
AIP
955
Alapocas Investment Partners
Massachusetts
$9.16M -$1.12M -1,125 -11%
CCWM
956
Cassaday & Co Wealth Management
Virginia
$9.14M +$26.8K +27 +0.3%
IFWM
957
Institute for Wealth Management
Colorado
$9.12M -$284K -286 -3%
CCM
958
Carderock Capital Management
Maryland
$9.12M -$1.51M -1,517 -14%
HC
959
Headland Capital
South Carolina
$9.07M +$133K +134 +1%
RFA
960
ROI Financial Advisors
Oregon
$9.06M -$410K -413 -4%
TFS
961
Thoroughbred Financial Services
Tennessee
$9.06M -$4.2M -4,230 -32%
LIA
962
LS Investment Advisors
Michigan
$9.05M -$20.9K -21 -0.2%
OQS
963
Occudo Quantitative Strategies
Florida
$9.05M +$9.08M +9,137 New
DWT
964
Dorsey & Whitney Trust
South Dakota
$9.01M -$331K -333 -4%
CM
965
Churchill Management
California
$9.01M -$29.8K -30 -0.3%
HIP
966
HUB Investment Partners
Texas
$8.97M +$109K +110 +1%
SPC
967
Spirepoint Private Client
Florida
$8.97M +$4.09M +4,110 +83%
WHG
968
Westwood Holdings Group
Texas
$8.96M -$1.1M -1,107 -11%
LI
969
LMCG Investments
Massachusetts
$8.96M -$5.96K -6 -0.1%
NEI
970
Northwest & Ethical Investments
Ontario, Canada
$8.92M -$895K -900 -9%
USCWA
971
U.S. Capital Wealth Advisors
Texas
$8.91M -$6.38M -6,417 -42%
WP
972
WealthPLAN Partners
Nebraska
$8.88M -$1.6M -1,605 -15%
HBT
973
Hills Bank & Trust
Iowa
$8.85M -$2.98K -3 -0%
OBAM
974
ODDO BHF Asset Management
France
$8.84M -$878K -883 -9%
PFA
975
Pure Financial Advisors
California
$8.77M +$833K +838 +10%
37 38
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