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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1351
Court Place Advisors
Maryland
$1.1M – – –
AW
1352
Alaethes Wealth
Nevada
$1.09M +$1.08M +3,105 New
EH
1353
Equitable Holdings
New York
$1.09M +$99.9K +287 +10%
LIM
1354
Leavell Investment Management
Alabama
$1.09M – – –
TCM
1355
Tufton Capital Management
Maryland
$1.08M +$52.2K +150 +5%
OFG
1356
Oxford Financial Group
Indiana
$1.08M -$10.8K -31 -1%
AA
1357
Apriem Advisors
California
$1.08M +$338K +970 +46%
CFG
1358
Cooper Financial Group
California
$1.07M -$474K -1,361 -31%
NME
1359
Notis-McConarty Edward
$1.07M – – –
QI
1360
Qtron Investments
Massachusetts
$1.06M -$200K -574 -16%
MC
1361
Martin & Co
Tennessee
$1.06M -$62.3K -179 -6%
AWA
1362
Arete Wealth Advisors
Illinois
$1.06M +$414K +1,188 +65%
CIC
1363
Crawford Investment Counsel
Georgia
$1.06M -$3.13K -9 -0.3%
MSFP
1364
Mark Sheptoff Financial Planning
Connecticut
$1.06M -$17.4K -50 -2%
OPS
1365
Orion Portfolio Solutions
Nebraska
$1.06M -$1.74K -5 -0.2%
ANRIA
1366
American National Registered Investment Advisor
Texas
$1.06M -$1.04K -3 -0.1%
EDRH
1367
Edmond de Rothschild Holding
Switzerland
$1.06M -$1.12M -3,204 -52%
WP
1368
Waycross Partners
Kentucky
$1.06M – – –
MCM
1369
Maryland Capital Management
Maryland
$1.06M +$26.1K +75 +3%
TF
1370
Trek Financial
Arizona
$1.06M +$268K +770 +35%
SVCP
1371
Silicon Valley Capital Partners
California
$1.05M -$393K -1,130 -27%
LWM
1372
Laidlaw Wealth Management
New York
$1.05M +$95.7K +275 +10%
WC
1373
Westhampton Capital
North Carolina
$1.05M +$111K +320 +12%
RWM
1374
Ritholtz Wealth Management
New York
$1.04M +$48K +138 +5%
IA
1375
IFG Advisory
Georgia
$1.04M -$1.69M -4,862 -62%
53 54
55
56 57