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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1301
Walter & Keenan Wealth Management
Indiana
$547K – – –
PWPS
1302
Pinnacle Wealth Planning Services
Ohio
$547K +$106K +375 +25%
BHB
1303
Bank Hapoalim BM
Israel
$546K +$59.4K +211 +12%
TMAM
1304
Tokio Marine Asset Management
Japan
$545K +$21.7K +77 +4%
BCM
1305
Brookmont Capital Management
Texas
$545K +$90.9K +323 +21%
PCA
1306
Peddock Capital Advisors
Massachusetts
$543K – – –
SCA
1307
Sander Capital Advisors
Washington
$543K – – –
CAN
1308
Claraphi Advisory Network
United States
$543K +$46.1K +164 +10%
ZIC
1309
ZWJ Investment Counsel
Georgia
$541K -$10.1K -36 -2%
HC
1310
Hourglass Capital
Texas
$539K – – –
DWM
1311
Doyle Wealth Management
Florida
$539K +$281 +1 +0.1%
QIM
1312
Quest Investment Management
Oregon
$537K – – –
NAMP
1313
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$536K +$28.1K +100 +6%
SSWM
1314
Sheets Smith Wealth Management
North Carolina
$533K -$17.2K -61 -3%
SG
1315
StoneX Group
New York
$531K +$133K +471 +34%
ST
1316
Smithfield Trust
Pennsylvania
$530K -$11K -39 -2%
KMWM
1317
Keudell/Morrison Wealth Management
Oregon
$529K -$33.5K -119 -6%
CFIA
1318
Cantor Fitzgerald Investment Advisors
New York
$529K – – –
KJHP
1319
K.J. Harrison & Partners
Ontario, Canada
$529K – – –
FIG
1320
FundX Investment Group
California
$528K – – –
FHA
1321
First Horizon Advisors
Tennessee
$527K -$21.4K -76 -4%
ONST
1322
Old North State Trust
North Carolina
$527K +$17.4K +62 +4%
FI
1323
Financial Insights
Washington
$523K – – –
PAM
1324
Peak Asset Management
Colorado
$523K – – –
TFS
1325
TrustCore Financial Services
Tennessee
$522K -$49.2K -175 -9%
51 52
53
54 55