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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1226
WealthSource Partners
California
$1.76M -$15.4K -35 -0.9%
MPW
1227
Monterey Private Wealth
California
$1.76M +$73.4K +167 +4%
KTC
1228
Kistler-Tiffany Companies
Pennsylvania
$1.76M -$120K -274 -7%
WCF
1229
West Coast Financial
California
$1.75M -$44K -100 -2%
DT
1230
Diversified Trust
Tennessee
$1.75M +$25.5K +58 +2%
LNWTC
1231
Laird Norton Wetherby Trust Company
Washington
$1.74M +$116K +265 +7%
AWA
1232
Alta Wealth Advisors
Massachusetts
$1.73M -$45.7K -104 -3%
SSWM
1233
Smith Salley Wealth Management
North Carolina
$1.73M – – –
DFA
1234
Delta Financial Advisors
Louisiana
$1.73M -$5.71K -13 -0.3%
DBRC
1235
D.B. Root & Company
Pennsylvania
$1.72M +$18.9K +43 +1%
ADIM
1236
Alpha DNA Investment Management
Maryland
$1.71M -$342K -779 -17%
KF
1237
Krilogy Financial
Missouri
$1.71M +$7.03K +16 +0.4%
AWS
1238
AJ Wealth Strategies
New York
$1.71M +$440 +1 +0%
LAIC
1239
Lederer & Associates Investment Counsel
California
$1.7M -$4.4K -10 -0.3%
FHA
1240
Flagship Harbor Advisors
Massachusetts
$1.7M – – –
SIA
1241
SeaBridge Investment Advisors
New Jersey
$1.69M +$7.91K +18 +0.5%
SIM
1242
Sentry Investment Management
Wisconsin
$1.69M -$347K -790 -17%
BFA
1243
Beaumont Financial Advisors
Massachusetts
$1.69M -$50.1K -114 -3%
HFA
1244
HC Financial Advisors
California
$1.68M -$81.3K -185 -5%
SBIA
1245
Sheaff Brock Investment Advisors
Indiana
$1.68M +$37.8K +86 +2%
NHC
1246
Nicholas Hoffman & Company
Georgia
$1.67M +$142K +323 +9%
CFA
1247
Capstone Financial Advisors
Illinois
$1.67M – – –
IF
1248
Ironwood Financial
Arizona
$1.67M +$191K +435 +13%
FFS
1249
Founders Financial Securities
Maryland
$1.66M -$50.1K -114 -3%
HB
1250
Homrich & Berg
Georgia
$1.65M -$91K -207 -5%
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