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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1526
Jag Capital Management
Missouri
$756K +$2.24K +6 +0.3%
TIM
1527
Tortoise Investment Management
New York
$755K -$37.4K -100 -5%
NP
1528
NorthRock Partners
Minnesota
$753K -$45.2K -121 -6%
JWM
1529
JFG Wealth Management
Colorado
$753K +$747K +2,000 New
LI
1530
Lafayette Investments
Maryland
$751K – – –
BHBT
1531
Burke & Herbert Bank & Trust
Virginia
$751K +$22.4K +60 +3%
LCM
1532
Landscape Capital Management
New Jersey
$750K – – –
NCM
1533
Novare Capital Management
North Carolina
$746K +$115K +308 +18%
CCA
1534
Cobblestone Capital Advisors
New York
$745K -$135K -362 -15%
FI
1535
Financial Insights
Washington
$745K – – –
AFG
1536
Allegheny Financial Group
Pennsylvania
$745K +$739K +1,977 New
WP
1537
WMS Partners
Maryland
$743K +$11.2K +30 +2%
RWB
1538
RMR Wealth Builders
New Jersey
$741K -$327K -875 -31%
OA
1539
Oxbow Advisors
Texas
$740K +$114K +306 +18%
AIC
1540
Ameritas Investment Company
Nebraska
$738K +$135K +362 +23%
BOS
1541
Bingham Osborn & Scarborough
California
$737K -$548K -1,466 -43%
CA
1542
Cornerstone Advisory
Maryland
$737K -$93.4K -250 -11%
CSWG
1543
Cardinal Strategic Wealth Guidance
Kentucky
$737K -$22K -59 -3%
KW
1544
KWB Wealth
California
$737K +$731K +1,957 New
CM
1545
Capula Management
Cayman Islands
$731K +$725K +1,940 New
HGWM
1546
Horst & Graben Wealth Management
Oregon
$726K +$10.1K +27 +1%
TW
1547
TrinityPoint Wealth
Connecticut
$726K +$12.7K +34 +2%
GIA
1548
Guyasuta Investment Advisors
Pennsylvania
$726K +$195K +523 +37%
PT
1549
Plimoth Trust
Massachusetts
$725K +$13.1K +35 +2%
SAS
1550
Stelac Advisory Services
New York
$724K +$42.2K +113 +6%
60 61
62
63 64