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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1301
Highland Private Wealth Management
Washington
$686K +$7.73K +26 +1%
HIA
1302
Harbor Investment Advisory
Maryland
$686K +$694K +2,334 New
PTC
1303
Philadelphia Trust Company
Pennsylvania
$685K -$22.9K -77 -3%
ZB
1304
Zions Bancorporation
Utah
$684K -$33.9K -114 -5%
OL
1305
Optas LLC
Texas
$684K +$692K +2,329 New
CIA
1306
Choate Investment Advisors
Massachusetts
$683K -$34.2K -115 -5%
CCA
1307
Conestoga Capital Advisors
Pennsylvania
$683K -$17.8K -60 -3%
EH
1308
Equitable Holdings
New York
$680K +$688K +2,315 New
MWM
1309
Mattern Wealth Management
Kansas
$680K +$688K +2,315 New
CG
1310
Cynosure Group
Utah
$676K – – –
DCM
1311
Donaldson Capital Management
Indiana
$673K +$87.7K +295 +15%
IA
1312
IFG Advisory
Georgia
$668K -$103K -346 -13%
MC
1313
Mathes Company
New York
$667K – – –
TCM
1314
Tributary Capital Management
Nebraska
$657K -$156K -525 -19%
MMPW
1315
Mitchell McLeod Pugh & Williams
Alabama
$654K – – –
MPW
1316
Monterey Private Wealth
California
$654K +$661K +2,225 New
GWS
1317
Glassman Wealth Services
Virginia
$653K +$2.38K +8 +0.4%
ACP
1318
Aviance Capital Partners
Florida
$651K +$76.4K +257 +13%
EWA
1319
Exencial Wealth Advisors
Oklahoma
$651K +$180K +605 +38%
PHAM
1320
Palisades Hudson Asset Management
Florida
$650K – – –
PCWA
1321
Pacific Capital Wealth Advisors
California
$650K +$657K +2,210 New
KP
1322
Keel Point
Alabama
$649K -$8.02K -27 -1%
FMLI
1323
Fukoku Mutual Life Insurance
Japan
$647K +$89.2K +300 +16%
VFM
1324
Vivid Financial Management
California
$646K +$612K +2,059 New
FBT
1325
First Bank & Trust
South Dakota
$644K -$44.3K -149 -6%
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