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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1551
AFT Forsyth & Company
Florida
$1.27M -$82.7K -159 -6%
F
1552
F3Logic
Minnesota
$1.27M -$75.9K -146 -5%
EIA
1553
Eastover Investment Advisors
North Carolina
$1.27M +$51K +98 +4%
KWM
1554
Keebeck Wealth Management
Illinois
$1.27M – – –
JCM
1555
Jacobi Capital Management
Pennsylvania
$1.27M -$357K -686 -20%
GTAM
1556
Global Trust Asset Management
Florida
$1.27M -$18.2K -35 -1%
SXL
1557
Summit X LLC
Missouri
$1.26M +$13K +25 +0.9%
FPAS
1558
Focus Partners Advisor Solutions
Missouri
$1.26M +$395K +760 +40%
BI
1559
Ballast Inc
Kentucky
$1.25M -$28.6K -55 -2%
EWM
1560
Evermay Wealth Management
Virginia
$1.25M +$111K +214 +9%
MTC
1561
Matrix Trust Company
Colorado
$1.25M +$393K +755 +40%
IA
1562
IFG Advisory
Georgia
$1.25M +$320K +615 +30%
HPWM
1563
Highland Private Wealth Management
Washington
$1.24M +$43.2K +83 +3%
PTC
1564
Philadelphia Trust Company
Pennsylvania
$1.24M -$1.88M -3,606 -58%
NC
1565
NovaPoint Capital
Georgia
$1.24M +$520 +1 +0%
WP
1566
WMS Partners
Maryland
$1.24M +$24.4K +47 +2%
PFM
1567
Parsec Financial Management
North Carolina
$1.24M +$5.2K +10 +0.4%
SIA
1568
Soltis Investment Advisors
Utah
$1.23M -$37.5K -72 -3%
CCA
1569
Cobblestone Capital Advisors
New York
$1.23M -$21.8K -42 -2%
CCM
1570
Compton Capital Management
Rhode Island
$1.23M -$14.6K -28 -1%
CP
1571
Capital Planning
Washington
$1.23M -$140K -270 -9%
ECA
1572
Elevated Capital Advisors
Utah
$1.22M +$1.35M +2,592 New
EWM
1573
EPG Wealth Management
Georgia
$1.22M +$73.9K +142 +6%
OWP
1574
Obermeyer Wealth Partners
Colorado
$1.22M +$23.4K +45 +2%
KA
1575
Kozak & Associates
Colorado
$1.22M +$16.1K +31 +1%
61 62
63
64 65