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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1201
DCM Advisors
New York
$2.72M +$426K +832 +21%
WP
1202
WealthSource Partners
California
$2.71M +$440K +860 +22%
YWP
1203
YorkBridge Wealth Partners
New York
$2.71M – – –
CWMU
1204
Caliber Wealth Management (Utah)
Utah
$2.7M +$303K +592 +12%
BRG
1205
Bay Rivers Group
Virginia
$2.7M +$92.7K +181 +4%
JWM
1206
JGP Wealth Management
Oregon
$2.7M +$132K +258 +6%
SACTSONJ
1207
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.7M – – –
FMN
1208
Financial Management Network
California
$2.7M +$4.1K +8 +0.2%
PA
1209
Procyon Advisors
Connecticut
$2.67M +$95.3K +186 +4%
CCM
1210
Condor Capital Management
New Jersey
$2.67M – – –
BWA
1211
Blodgett Wealth Advisors
California
$2.67M +$2.41M +4,702 New
DPIM
1212
Duff & Phelps Investment Management
Illinois
$2.65M +$14.9K +29 +0.6%
NFG
1213
Northeast Financial Group
Pennsylvania
$2.65M -$313K -611 -12%
MECA
1214
Miller Equity Capital Advisors
Texas
$2.65M +$30.2K +59 +1%
SAM
1215
Seelaus Asset Management
New Jersey
$2.64M -$28.2K -55 -1%
AG
1216
Algert Global
California
$2.64M – – –
BOTW
1217
Bank of the West
California
$2.63M +$901K +1,760 +61%
VWM
1218
Venturi Wealth Management
Texas
$2.63M -$248K -485 -9%
DT
1219
Diversified Trust
Tennessee
$2.63M +$380K +742 +19%
WWM
1220
WT Wealth Management
Arizona
$2.62M -$200K -391 -8%
DTC
1221
Davidson Trust Company
Washington
$2.61M -$78.4K -153 -3%
HCM
1222
Helios Capital Management
Singapore
$2.61M +$2.36M +4,600 New
CAM
1223
Columbia Asset Management
Michigan
$2.6M +$98.3K +192 +4%
LOIM
1224
Liberty One Investment Management
Illinois
$2.58M +$30.7K +60 +1%
CC
1225
Corsicana & Co
Texas
$2.58M -$64K -125 -3%
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