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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1201
Lake Street Advisors Group
New Hampshire
$428K -$182K -806 -31%
NA
1202
Nottingham Advisors
New York
$427K – – –
RG
1203
Rathbones Group
United Kingdom
$424K +$406K +1,803 New
WKWM
1204
Walter & Keenan Wealth Management
Indiana
$423K -$113K -500 -22%
GAMA
1205
Graticule Asia Macro Advisors
New York
$423K +$405K +1,800 New
JIC
1206
Joel Isaacson & Co
New York
$420K +$49.6K +220 +14%
ZCM
1207
Zebra Capital Management
Connecticut
$420K +$403K +1,789 New
TWM
1208
Titus Wealth Management
California
$419K +$9.91K +44 +3%
GSBTD
1209
Glenview State Bank Trust Department
Illinois
$417K – – –
IUHSA
1210
Itau Unibanco Holding S.A.
Brazil
$416K -$39K -173 -9%
PAM
1211
Peak Asset Management
Colorado
$416K -$16.9K -75 -4%
PTB
1212
Pioneer Trust Bank
Oregon
$415K -$30.4K -135 -7%
AAM
1213
American Asset Management
Florida
$412K – – –
AWE
1214
Avidian Wealth Enterprises
Texas
$412K +$101K +449 +34%
BC
1215
Brinker Capital
Pennsylvania
$408K -$89K -395 -19%
LCOV
1216
London Company of Virginia
Virginia
$406K – – –
OWP
1217
Obermeyer Wealth Partners
Colorado
$401K – – –
SOAMC
1218
Spirit of America Management Corp
New York
$398K +$45.1K +200 +13%
AA
1219
Apriem Advisors
California
$397K -$67.6K -300 -15%
BC
1220
Banced Corp
Illinois
$396K -$108K -479 -22%
PO
1221
Private Ocean
California
$396K -$5.86K -26 -2%
PMFA
1222
Plante Moran Financial Advisors
Michigan
$395K -$47.5K -211 -11%
CIA
1223
Choate Investment Advisors
Massachusetts
$394K +$15.8K +70 +4%
RT
1224
Rockland Trust
Massachusetts
$392K -$9.01K -40 -2%
WP
1225
WealthSource Partners
California
$392K +$53.2K +236 +16%
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