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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1351
Veritas Investment Management
United Kingdom
$479K +$293K +1,043 +168%
EWM
1352
Endurance Wealth Management
Rhode Island
$477K – – –
EGM
1353
Engineers Gate Manager
New York
$475K -$1.93M -6,849 -81%
WANY
1354
Wealthspire Advisors (New York)
New York
$474K +$463K +1,645 New
BCA
1355
Berman Capital Advisors
Georgia
$473K -$7.88K -28 -2%
HCM
1356
Hutchinson Capital Management
California
$472K – – –
BB
1357
Busey Bank
Illinois
$471K +$460K +1,634 New
MC
1358
Montag & Caldwell
Georgia
$470K -$169K -599 -27%
HL
1359
HeadInvest LLC
Maine
$470K +$28.1K +100 +7%
HHAA
1360
Henry H. Armstrong Associates
Pennsylvania
$468K – – –
PB
1361
Pinnacle Bancorp
Nebraska
$465K -$16.3K -58 -3%
MWC
1362
MBM Wealth Consultants
Missouri
$465K +$9.29K +33 +2%
AWE
1363
Avidian Wealth Enterprises
Texas
$465K +$22.8K +81 +5%
EWA
1364
Exencial Wealth Advisors
Oklahoma
$464K -$36.3K -129 -7%
PJSIMP
1365
P.J. Schmidt Investment Management (PJS)
Wisconsin
$464K -$14.1K -50 -3%
MS
1366
Marshall & Sullivan
Washington
$462K -$14.1K -50 -3%
RWM
1367
Ritholtz Wealth Management
New York
$462K +$29.5K +105 +7%
AA
1368
Apriem Advisors
California
$462K +$29.8K +106 +7%
BPC
1369
Banque Pictet & Cie
Switzerland
$461K -$56.3K -200 -11%
WWM
1370
Windsor Wealth Management
Indiana
$461K -$281 -1 -0.1%
WC
1371
Westhampton Capital
North Carolina
$461K – – –
OSAM
1372
O'Shaughnessy Asset Management
Connecticut
$461K +$445K +1,583 +9,894%
BRA
1373
Bender Robert & Associates
California
$460K +$42.2K +150 +10%
BC
1374
Burney Company
Virginia
$457K -$26.5K -94 -6%
LP
1375
LMR Partners
United Kingdom
$456K +$446K +1,584 New
53 54
55
56 57