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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1201
Manchester Capital Management
Vermont
$904K – – –
AWM
1202
Aries Wealth Management
Maine
$895K – – –
TH
1203
TCTC Holdings
Texas
$893K – – –
TFA
1204
Teamwork Financial Advisors
Texas
$888K +$898K +3,021 New
ESBC
1205
E.S. Barr & Co
Kentucky
$886K – – –
ANRIA
1206
American National Registered Investment Advisor
Texas
$883K – – –
EA
1207
Elm Advisors
California
$881K +$29.7K +100 +3%
SWIG
1208
Strategic Wealth Investment Group
Kentucky
$881K +$891K +2,999 New
AIM
1209
Anchor Investment Management
South Carolina
$879K +$32.7K +110 +4%
QI
1210
Qtron Investments
Massachusetts
$879K +$889K +2,990 New
RWA
1211
Ropes Wealth Advisors
Massachusetts
$875K – – –
GIM
1212
Grassi Investment Management
California
$874K +$26.7K +90 +3%
SIC
1213
Salem Investment Counselors
North Carolina
$871K +$44.9K +151 +5%
WCM
1214
Whitener Capital Management
North Carolina
$870K – – –
BDF
1215
Balasa Dinverno & Foltz
$869K +$71.9K +242 +9%
FA
1216
FDx Advisors
Illinois
$868K -$310K -1,044 -26%
CC
1217
Centiva Capital
New York
$867K +$876K +2,949 New
SC
1218
Scholtz & Company
Connecticut
$866K +$257K +865 +42%
VCM
1219
Virtue Capital Management
Tennessee
$864K +$218K +733 +33%
CT
1220
Cambridge Trust
Massachusetts
$863K -$126K -424 -13%
HB
1221
Homrich & Berg
Georgia
$860K +$39.5K +133 +5%
HH
1222
Hilltop Holdings
Texas
$859K +$69.2K +233 +9%
SXL
1223
Summit X LLC
Missouri
$858K +$27.6K +93 +3%
HS
1224
Horan Securities
United States
$855K +$297 +1 +0%
MSFP
1225
Mark Sheptoff Financial Planning
Connecticut
$855K +$29.7K +100 +4%
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