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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1476
Covenant Asset Management
New Jersey
$3.9M – – –
ATWA
1477
Arbor Trust Wealth Advisors
Michigan
$3.89M +$72.7K +73 +2%
NI
1478
Natural Investments
California
$3.88M +$800K +803 +24%
TC
1479
TFR Capital
Texas
$3.87M -$413K -415 -9%
FI
1480
Finivi Inc
Massachusetts
$3.86M +$83.7K +84 +2%
GWM
1481
GSB Wealth Management
Connecticut
$3.85M -$6.97K -7 -0.2%
BMCM
1482
Bryn Mawr Capital Management
Pennsylvania
$3.85M -$38.9K -39 -0.9%
CIG
1483
Cairn Investment Group
Washington
$3.85M +$199K +200 +5%
IIM
1484
Illumine Investment Management
Washington
$3.84M -$4.26M -4,279 Closed
CTFG
1485
Capstone Triton Financial Group
Oklahoma
$3.84M +$4.09M +4,101 New
PPWP
1486
Premier Path Wealth Partners
New Jersey
$3.83M -$385K -386 -9%
PP
1487
PDS Planning
Ohio
$3.82M +$238K +239 +6%
BCM
1488
Berbice Capital Management
New York
$3.82M – – –
NO
1489
Ninety One
South Africa
$3.81M +$4.04M +4,057 New
FCA
1490
Fortis Capital Advisors
Kansas
$3.8M +$59.8K +60 +1%
DLA
1491
Douglas Lane & Associates
New York
$3.79M -$157K -158 -4%
CAM
1492
Carret Asset Management
New York
$3.79M -$9.96K -10 -0.2%
FMN
1493
Financial Management Network
California
$3.79M +$4.01M +4,028 New
DCM
1494
Deuterium Capital Management
Florida
$3.79M – – –
STAS
1495
Strong Tower Advisory Services
Minnesota
$3.79M +$90.7K +91 +2%
MWM
1496
M3 Wealth Management
Ohio
$3.78M -$6.97K -7 -0.2%
BG
1497
Bollard Group
Massachusetts
$3.78M +$19.9K +20 +0.5%
CFA
1498
Capstone Financial Advisors
Illinois
$3.77M +$15.9K +16 +0.4%
AWM
1499
Aries Wealth Management
Maine
$3.77M – – –
GCA
1500
Gallagher Capital Advisors
Texas
$3.76M +$18.9K +19 +0.5%
58 59
60
61 62