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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1001
IFP Advisors
Florida
$950K -$2.81M -12,862 -77%
IB
1002
Intrust Bank
Kansas
$950K -$13.3K -61 -2%
BFO
1003
Boston Family Office
Massachusetts
$948K +$37.2K +170 +5%
RWP
1004
RWA Wealth Partners
Massachusetts
$938K -$7K -32 -0.8%
MMG
1005
Monetary Management Group
Missouri
$938K +$552K +2,525 +187%
MCM
1006
Manchester Capital Management
Vermont
$934K +$116K +530 +16%
CCM
1007
CWH Capital Management
Washington
$930K – – –
BSW
1008
Buckingham Strategic Wealth
Missouri
$926K +$101K +460 +14%
FRA
1009
Front Row Advisors
California
$924K -$1.97K -9 -0.2%
CFA
1010
Cahill Financial Advisors
Minnesota
$924K -$875 -4 -0.1%
MHIC
1011
Marble Harbor Investment Counsel
Massachusetts
$917K +$20.8K +95 +3%
IC
1012
Intersect Capital
California
$914K +$12.9K +59 +2%
PCAP
1013
Pratt Collard Advisory Partners
New York
$911K +$3.28K +15 +0.4%
ACS
1014
Archford Capital Strategies
Illinois
$910K -$4.59K -21 -0.6%
PCM
1015
Parsons Capital Management
Rhode Island
$902K -$39.8K -182 -5%
BOTW
1016
Bank of the West
California
$896K -$108K -496 -12%
BBI
1017
Baxter Bros Inc
Connecticut
$888K -$7.66K -35 -0.9%
BFA
1018
Beaumont Financial Advisors
Massachusetts
$888K – – –
TAM
1019
Taurus Asset Management
New York
$886K +$170K +775 +27%
FFN
1020
Focus Financial Network
Minnesota
$885K +$799K +3,655 New
AT
1021
Arden Trust
Delaware
$878K +$61.5K +281 +8%
BCWM
1022
Blue Chip Wealth Management
Florida
$876K +$78.5K +359 +11%
ADL
1023
Asset Dedication LLC
California
$874K +$156K +712 +25%
ECM
1024
Ensemble Capital Management
California
$872K – – –
CQS
1025
Credential Qtrade Securities
$870K -$16K -73 -2%
39 40
41
42 43