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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1101
TAGStone Capital
North Carolina
$3.39M +$4.72K +9 +0.2%
PHIC
1102
Pine Haven Investment Counsel
Massachusetts
$3.39M -$14.7K -28 -0.5%
SW
1103
StrongBox Wealth
Missouri
$3.38M -$924K -1,761 -23%
TWA
1104
TCI Wealth Advisors
Arizona
$3.38M -$90.8K -173 -3%
BIC
1105
Beach Investment Counsel
Pennsylvania
$3.38M -$57.7K -110 -2%
AAM
1106
Arabesque Asset Management
United Kingdom
$3.38M +$2.78M +5,288 +921%
KAM
1107
Knightsbridge Asset Management
California
$3.37M – – –
HI
1108
Harrington Investments
California
$3.37M -$34.1K -65 -1%
IPW
1109
Inlet Private Wealth
Florida
$3.37M +$52.5K +100 +2%
PJSIMP
1110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.37M +$1.79M +3,419 +117%
DCM
1111
Decatur Capital Management
Georgia
$3.37M +$305K +582 +11%
LI
1112
Lafayette Investments
Maryland
$3.36M +$184K +350 +6%
GT
1113
Glenview Trust
Kentucky
$3.36M +$168K +321 +6%
PCM
1114
Parsons Capital Management
Rhode Island
$3.36M +$34.1K +65 +1%
EWM
1115
Elmwood Wealth Management
California
$3.36M +$94.5K +180 +3%
PWMAG
1116
Pinnacle Wealth Management Advisory Group
New Jersey
$3.36M +$1.68M +3,206 +122%
RCA
1117
Resonant Capital Advisors
Wisconsin
$3.35M +$297K +566 +11%
CWMU
1118
Caliber Wealth Management (Utah)
Utah
$3.33M +$210K +400 +7%
LWMM
1119
Legacy Wealth Management (Mississippi)
Mississippi
$3.32M +$6.3K +12 +0.2%
SFS
1120
Strategic Financial Services
New York
$3.31M -$63K -120 -2%
GRQ
1121
Gardner Russo & Quinn
Pennsylvania
$3.31M +$249K +475 +9%
MFS
1122
Madrona Financial Services
Washington
$3.3M +$21.5K +41 +0.8%
RWA
1123
Roberts Wealth Advisors
California
$3.3M +$2.1K +4 +0.1%
SAM
1124
S.A. Mason
Michigan
$3.29M -$7.35K -14 -0.2%
DI
1125
DFPG Investments
Utah
$3.27M +$204K +389 +7%
43 44
45
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