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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
1276
Peoples Bank (Ohio)
Ohio
$362K +$61.2K +274 +18%
S
1277
Surevest
California
$362K +$397K +1,779 New
XSC
1278
X-Square Capital
Puerto Rico
$360K +$75.3K +337 +24%
CPSAC
1279
Chas P. Smith & Associates (CPS)
Florida
$359K -$44.7K -200 -10%
WCA
1280
Westover Capital Advisors
Delaware
$358K +$392K +1,755 New
AWE
1281
Avidian Wealth Enterprises
Texas
$357K -$223 -1 -0.1%
AAM
1282
American Asset Management
Florida
$357K – – –
MGIA
1283
Moneta Group Investment Advisors
Missouri
$356K -$71K -318 -15%
EWA
1284
Exencial Wealth Advisors
Oklahoma
$355K +$105K +472 +37%
LCOV
1285
London Company of Virginia
Virginia
$352K – – –
TF
1286
Trek Financial
Arizona
$351K +$385K +1,723 New
HCM
1287
Hutchinson Capital Management
California
$350K +$384K +1,719 New
NGA
1288
Naples Global Advisors
Florida
$349K +$70.8K +317 +24%
OWP
1289
Obermeyer Wealth Partners
Colorado
$348K – – –
AA
1290
Apriem Advisors
California
$344K -$893 -4 -0.2%
PMG
1291
ProVise Management Group
Florida
$344K +$377K +1,689 New
CAG
1292
Crestwood Advisors Group
Massachusetts
$341K -$44.4K -199 -11%
PB
1293
Pinnacle Bancorp
Nebraska
$341K +$373K +1,672 New
EWM
1294
Endurance Wealth Management
Rhode Island
$338K +$35.1K +157 +10%
ST
1295
Smithfield Trust
Pennsylvania
$338K +$109K +490 +42%
GEA
1296
Glen Eagle Advisors
New Jersey
$337K +$3.35K +15 +0.9%
CIM
1297
Confluence Investment Management
Missouri
$334K -$109K -488 -23%
GIP
1298
Greatmark Investment Partners
Georgia
$333K +$44.7K +200 +14%
II
1299
Inspire Investing
Idaho
$332K +$17.6K +79 +5%
CIA
1300
Choate Investment Advisors
Massachusetts
$331K -$11.2K -50 -3%
50 51
52
53 54