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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1226
TriaGen Wealth Management
California
$6.04M +$1.5M +1,541 +34%
BWP
1227
Balboa Wealth Partners
Arizona
$6.04M -$153K -157 -3%
SC
1228
Sepio Capital
Utah
$6.04M -$245K -251 -4%
RA
1229
RFG Advisory
Alabama
$6.03M -$2.02M -2,074 -26%
CAL
1230
Capital Analysts LLC
Pennsylvania
$6.03M -$351K -360 -6%
TC
1231
TAGStone Capital
North Carolina
$6.03M +$6.82K +7 +0.1%
RCG
1232
Regatta Capital Group
California
$6M +$223K +229 +4%
UBG
1233
United Bank (Georgia)
Georgia
$6M +$341K +350 +6%
CWM
1234
Cordatus Wealth Management
Pennsylvania
$5.99M +$84.8K +87 +1%
LFM
1235
LGT Fund Management
Liechtenstein
$5.98M +$5.11M +5,243 +694%
CLA
1236
Carnegie Lake Advisors
New Jersey
$5.97M – – –
GCM
1237
Graham Capital Management
Connecticut
$5.96M +$2.23M +2,289 +62%
NPA
1238
Nichols & Pratt Advisers
Massachusetts
$5.93M +$122K +125 +2%
NA
1239
Navellier & Associates
Nevada
$5.93M -$333K -342 -5%
GKWIM
1240
Gerber Kawasaki Wealth & Investment Management
California
$5.92M +$432K +443 +8%
BWM
1241
BNC Wealth Management
Oregon
$5.91M +$1.26M +1,290 +28%
GAG
1242
GM Advisory Group
New York
$5.91M -$428K -439 -7%
SM
1243
Sweeney & Michel
California
$5.9M -$96.5K -99 -2%
CI
1244
Conning Inc
Connecticut
$5.9M -$886K -909 -13%
FCBT
1245
First Citizens Bank & Trust
North Carolina
$5.88M -$11.2M -11,503 -66%
PCG
1246
PFC Capital Group
California
$5.87M -$27.3K -28 -0.5%
WC
1247
Westerkirk Capital
$5.86M -$172K -176 -3%
BBES
1248
Buffalo Business & Estate Services
New York
$5.86M -$555K -570 -9%
PP
1249
Patron Partners
Texas
$5.84M -$117K -120 -2%
MA
1250
Mezzasalma Advisors
New Jersey
$5.83M +$543K +557 +11%
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