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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1026
Bellevue Asset Management
Washington
$3.33M -$37.6K -77 -1%
EH
1027
Equitable Holdings
New York
$3.33M +$99.2K +203 +3%
EWA
1028
Etesian Wealth Advisors
Oregon
$3.32M +$3.55M +7,269 New
HVP
1029
Hudson Value Partners
Florida
$3.31M -$57.7K -118 -2%
SCP
1030
Shorepoint Capital Partners
Massachusetts
$3.3M +$3.54M +7,234 New
HCM
1031
Hodges Capital Management
Texas
$3.3M +$1.15M +2,345 +48%
CPWA
1032
Cerro Pacific Wealth Advisors
California
$3.3M -$189K -386 -5%
HI
1033
Harbour Investments
Wisconsin
$3.29M +$440K +901 +14%
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$3.29M -$111K -227 -3%
TP
1035
Tranquility Partners
Tennessee
$3.27M +$120K +246 +4%
FRA
1036
Front Row Advisors
California
$3.27M -$300K -614 -8%
SF
1037
Symphony Financial
Texas
$3.26M -$1.46M -2,987 -30%
PJSIMP
1038
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.26M -$55.2K -113 -2%
SC
1039
Savant Capital
Illinois
$3.24M +$108K +221 +3%
NHT
1040
New Hampshire Trust
New Hampshire
$3.24M +$3.46M +7,090 New
BP
1041
Ballentine Partners
Massachusetts
$3.24M +$232K +475 +7%
EAM
1042
Eagle Asset Management
Florida
$3.23M +$268K +548 +8%
CQS
1043
Credential Qtrade Securities
$3.23M +$830K +1,699 +32%
EWM
1044
Executive Wealth Management
Michigan
$3.23M +$1.94M +3,962 +127%
WIC
1045
Woodmont Investment Counsel
Tennessee
$3.23M – – –
KAM
1046
Karani Asset Management
New York
$3.22M -$1.94M -3,969 -36%
RWM
1047
Ritholtz Wealth Management
New York
$3.22M -$1.35M -2,756 -28%
ECM
1048
Everence Capital Management
Indiana
$3.21M -$1.57M -3,210 -31%
GIA
1049
Gladstone Institutional Advisory
Florida
$3.2M -$115K -235 -3%
AG
1050
AIA Group
Hong Kong
$3.2M +$862K +1,765 +34%
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