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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1301
Arjuna Capital
North Carolina
$4.97M -$839K -861 -14%
SIG
1302
Sargent Investment Group
Maryland
$4.97M +$120K +123 +2%
LBWM
1303
Left Brain Wealth Management
Illinois
$4.96M -$53.6K -55 -1%
GSB
1304
Greenfield Savings Bank
Massachusetts
$4.95M -$80.9K -83 -2%
SLG
1305
Stanley-Laman Group
Pennsylvania
$4.94M -$450K -462 -8%
VA
1306
VestGen Advisors
Illinois
$4.92M +$5.08M +5,206 New
CCA
1307
Catalyst Capital Advisors
New York
$4.92M -$336K -345 -6%
BFPW
1308
BOK Financial Private Wealth
Colorado
$4.92M -$11.7K -12 -0.2%
SDWIA
1309
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.91M -$155K -159 -3%
CWP
1310
Cyndeo Wealth Partners
Florida
$4.91M +$15.6K +16 +0.3%
AC
1311
Avestar Capital
New York
$4.91M +$574K +589 +13%
BFA
1312
Beaumont Financial Advisors
Massachusetts
$4.89M +$138K +142 +3%
MCP
1313
Mirador Capital Partners
California
$4.88M +$518K +531 +11%
PCH
1314
PGIM Custom Harvest
New Jersey
$4.88M +$1.66M +1,700 +49%
BIM
1315
Brentview Investment Management
Illinois
$4.87M +$214K +219 +4%
SBIA
1316
Sheaff Brock Investment Advisors
Indiana
$4.87M +$97.5K +100 +2%
CF
1317
Centaurus Financial
California
$4.87M -$358K -367 -7%
FFM
1318
Forum Financial Management
Illinois
$4.87M +$223K +229 +5%
IB
1319
Intrust Bank
Kansas
$4.86M +$109K +112 +2%
BFIC
1320
Bedell Frazier Investment Counselling
California
$4.86M -$35.1K -36 -0.7%
CRI
1321
Commonwealth Retirement Investments
Virginia
$4.85M +$47.8K +49 +1%
CAM
1322
Claret Asset Management
Quebec, Canada
$4.85M -$4.99M -5,118 Closed
BAS
1323
Brueske Advisory Services
Washington
$4.84M -$367K -376 -7%
CFG
1324
Cooper Financial Group
California
$4.82M +$228K +234 +5%
DLA
1325
Douglas Lane & Associates
New York
$4.81M +$175K +179 +4%
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