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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1476
TrinityPoint Wealth
Connecticut
$694K -$3.02K -9 -0.5%
WP
1477
WMS Partners
Maryland
$689K -$13.4K -40 -2%
FPF
1478
First Pacific Financial
Washington
$689K +$652K +1,940 New
BHBT
1479
Burke & Herbert Bank & Trust
Virginia
$687K +$33.3K +99 +5%
CWM
1480
Connecticut Wealth Management
Connecticut
$686K +$361K +1,075 +125%
LOAMS
1481
Lombard Odier Asset Management (Switzerland)
Switzerland
$686K +$649K +1,932 New
AA
1482
Apriem Advisors
California
$681K -$45.4K -135 -7%
IGGA
1483
Iron Gate Global Advisors
Utah
$680K – – –
WAP
1484
Wealthcare Advisory Partners
Pennsylvania
$680K +$24.9K +74 +4%
DWM
1485
Dakota Wealth Management
Florida
$677K +$136K +406 +27%
HGWM
1486
Horst & Graben Wealth Management
Oregon
$675K +$672 +2 +0.1%
CBFP
1487
Cedar Brook Financial Partners
Ohio
$674K -$47K -140 -7%
PT
1488
Plimoth Trust
Massachusetts
$671K -$47K -140 -7%
RP
1489
Rice Partnership
Hawaii
$671K +$168K +500 +36%
PBO
1490
Peoples Bank (Ohio)
Ohio
$670K -$60.8K -181 -9%
FNBOH
1491
First National Bank of Hutchinson
Kansas
$664K +$15.8K +47 +3%
TFF
1492
The Family Firm
Maryland
$664K +$51.8K +154 +9%
CPA
1493
Clear Perspective Advisors
Illinois
$664K +$53.1K +158 +12%
OC
1494
Oakworth Capital
Alabama
$663K – – –
TC
1495
Telemus Capital
Michigan
$662K -$1.68K -5 -0.3%
FAT
1496
First American Trust
California
$659K -$148K -440 -19%
DC
1497
DeDora Capital
California
$659K -$97.1K -289 -13%
NGA
1498
Naples Global Advisors
Florida
$656K +$1.01K +3 +0.2%
CWM
1499
Cornerstone Wealth Management
Missouri
$648K -$3.02K -9 -0.5%
JAM
1500
Jupiter Asset Management
United Kingdom
$648K +$167K +498 +38%
58 59
60
61 62