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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
1451
Pacific Capital Wealth Advisors
California
$720K -$17.1K -51 -2%
FBFS
1452
First Business Financial Services
Wisconsin
$720K -$3.7K -11 -0.5%
RIA
1453
Realta Investment Advisors
Delaware
$719K -$28.9K -86 -4%
SSA
1454
South Street Advisors
New York
$719K – – –
MOS
1455
MGO One Seven
Ohio
$718K +$9.75K +29 +1%
TCM
1456
Tributary Capital Management
Nebraska
$717K -$30.2K -90 -4%
HPC
1457
HM Payson & Co
Maine
$717K +$80.7K +240 +13%
ALAM
1458
Asahi Life Asset Management
Japan
$717K +$89.1K +265 +15%
ONST
1459
Old North State Trust
North Carolina
$715K -$12.8K -38 -2%
CSWG
1460
Cardinal Strategic Wealth Guidance
Kentucky
$715K – – –
SCM
1461
Stonebridge Capital Management
California
$715K – – –
VLC
1462
Van Leeuwen & Company
New Jersey
$714K +$676K +2,012 New
AWM
1463
Atticus Wealth Management
Florida
$713K +$42K +125 +7%
MGIA
1464
Moneta Group Investment Advisors
Missouri
$712K -$7.39K -22 -1%
HFG
1465
Heron Financial Group
New York
$712K +$294K +876 +79%
FMLI
1466
Fukoku Mutual Life Insurance
Japan
$710K – – –
JCM
1467
Jag Capital Management
Missouri
$710K +$43.7K +130 +7%
LI
1468
Lafayette Investments
Maryland
$707K – – –
LCM
1469
Landscape Capital Management
New Jersey
$706K -$3.34M -9,938 -83%
GTAM
1470
Global Trust Asset Management
Florida
$706K +$353K +1,050 +114%
PFGIA
1471
Patriot Financial Group Insurance Agency
Massachusetts
$704K -$49.4K -147 -7%
SIA
1472
Soltis Investment Advisors
Utah
$703K +$32.6K +97 +5%
CAN
1473
Claraphi Advisory Network
United States
$703K +$220K +655 +49%
FI
1474
Financial Insights
Washington
$702K -$6.74M -20,058 -91%
PIG
1475
Pantheon Investment Group
California
$698K -$61.5K -183 -9%
57 58
59
60 61