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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1451
Westmount Partners
California
$3.38M +$779K +998 +33%
AA
1452
Altman Advisors
Illinois
$3.37M -$20.3K -26 -0.7%
BMC
1453
Beaton Management Company
Massachusetts
$3.37M -$67.9K -87 -2%
BFA
1454
Benedict Financial Advisors
Georgia
$3.37M -$29.7K -38 -0.9%
SG
1455
Somerset Group
Minnesota
$3.37M -$573K -734 -16%
MPW
1456
Monterey Private Wealth
California
$3.36M +$16.4K +21 +0.5%
AC
1457
Avestar Capital
New York
$3.36M +$526K +674 +21%
BTI
1458
Blue Trust Inc
Georgia
$3.36M +$862K +1,105 +32%
CIG
1459
Cairn Investment Group
Washington
$3.35M -$1.63M -2,083 -35%
LWMM
1460
Legacy Wealth Management (Mississippi)
Mississippi
$3.34M – – –
ICM
1461
IMS Capital Management
Oregon
$3.32M +$197K +252 +7%
GEA
1462
Glen Eagle Advisors
New Jersey
$3.31M -$341K -437 -10%
SIG
1463
Sargent Investment Group
Maryland
$3.31M +$174K +223 +6%
JFG
1464
Jefferies Financial Group
New York
$3.3M +$161K +206 +6%
CAS
1465
Coppell Advisory Solutions
Texas
$3.27M +$3.01M +3,851 New
SCP
1466
Sivia Capital Partners
California
$3.27M -$99.9K -128 -3%
MAWA
1467
Moss Adams Wealth Advisors
Washington
$3.26M +$156K +200 +5%
JF
1468
JSF Financial
California
$3.26M -$79.6K -102 -3%
KCM
1469
Kathmere Capital Management
Pennsylvania
$3.25M +$406K +520 +16%
BG
1470
Bollard Group
Massachusetts
$3.25M +$4.68K +6 +0.2%
EWM
1471
Elmwood Wealth Management
California
$3.24M -$408K -523 -12%
LFM
1472
LGT Fund Management
Liechtenstein
$3.24M +$2.2M +2,819 +285%
GC
1473
Garde Capital
Washington
$3.22M -$325K -416 -10%
CV
1474
Counterweight Ventures
North Carolina
$3.22M +$16.4K +21 +0.6%
JIR
1475
James Investment Research
Ohio
$3.21M -$19.5K -25 -0.7%
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