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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1076
Boltwood Capital Management
California
$832K -$83K -333 -10%
LW
1077
Linscomb Wealth
Texas
$831K -$1.75K -7 -0.2%
SBIA
1078
Sheaff Brock Investment Advisors
Indiana
$831K +$498 +2 +0.1%
AWM
1079
Aries Wealth Management
Maine
$829K -$4.98K -20 -0.6%
CCMW
1080
Cypress Capital Management (Wyoming)
Wyoming
$827K +$4.98K +20 +0.6%
CIM
1081
CIM Investment Management
Pennsylvania
$824K +$30.4K +122 +4%
CG
1082
Cynosure Group
Utah
$823K +$776K +3,114 New
NEI
1083
Northwest & Ethical Investments
Ontario, Canada
$822K +$47.4K +190 +7%
ZCI
1084
Zevenbergen Capital Investments
Washington
$819K +$4.98K +20 +0.6%
CT
1085
Cambridge Trust
Massachusetts
$819K +$198K +793 +34%
UAS
1086
United Asset Strategies
New York
$817K +$1.25K +5 +0.2%
RIA
1087
Realta Investment Advisors
Delaware
$817K +$81.2K +326 +12%
CA
1088
CapWealth Advisors
Tennessee
$813K – – –
CFGS
1089
Concourse Financial Group Securities
Alabama
$813K +$88K +353 +13%
CPA
1090
Court Place Advisors
Maryland
$812K – – –
CT
1091
Chicago Trust
Illinois
$806K – – –
TH
1092
TCTC Holdings
Texas
$803K – – –
MCM
1093
Murphy Capital Management
New Jersey
$802K -$4.98K -20 -0.7%
CFA
1094
Carroll Financial Associates
North Carolina
$799K +$26.4K +106 +4%
BCCM
1095
Bridge Creek Capital Management
Massachusetts
$795K -$17.4K -70 -2%
ST
1096
Spinnaker Trust
Maine
$795K – – –
GIM
1097
Grassi Investment Management
California
$795K +$4.24K +17 +0.6%
ANRIA
1098
American National Registered Investment Advisor
Texas
$794K – – –
JFA
1099
Johanson Financial Advisors
California
$791K +$115K +461 +18%
EA
1100
Elm Advisors
California
$789K -$18.7K -75 -2%
42 43
44
45 46