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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1626
BCM Advisors
Louisiana
$3.08M – – –
KA
1627
Klingman & Associates
New York
$3.08M +$95.9K +100 +3%
APIM
1628
Agate Pass Investment Management
Washington
$3.08M +$381K +397 +14%
SWM
1629
Sculati Wealth Management
Michigan
$3.08M -$42.2K -44 -1%
AIS
1630
AM Investment Strategies
Tennessee
$3.08M -$19.2K -20 -0.6%
LAM
1631
Lewis Asset Management
California
$3.06M +$466K +486 +17%
HCM
1632
Hodges Capital Management
Texas
$3.06M -$47K -49 -1%
IBOK
1633
Independence Bank of Kentucky
Kentucky
$3.06M +$648K +676 +26%
IWA
1634
Icon Wealth Advisors
Texas
$3.06M -$2.88K -3 -0.1%
CPSC
1635
Carl P. Sherr & Co
Massachusetts
$3.05M -$249K -260 -7%
PCM
1636
Pointe Capital Management
Michigan
$3.04M – – –
LIM
1637
Leavell Investment Management
Alabama
$3.03M +$266K +278 +9%
QWP
1638
Quotient Wealth Partners
Texas
$3.03M +$769K +802 +32%
SFG
1639
Seamount Financial Group
Colorado
$3.02M -$239K -249 -7%
LWMM
1640
Legacy Wealth Management (Mississippi)
Mississippi
$3.01M -$438K -457 -12%
ACM
1641
Alpha Capital Management
Texas
$3.01M +$24.9K +26 +0.8%
SIS
1642
Strategic Investment Solutions
Illinois
$3.01M -$5.75K -6 -0.2%
HC
1643
Hendley & Co
Ohio
$3M – – –
OWP
1644
Obermeyer Wealth Partners
Colorado
$2.98M -$38.3K -40 -1%
MPI
1645
Mairs & Power Inc
Minnesota
$2.98M +$31.6K +33 +1%
SAM
1646
Strategy Asset Managers
California
$2.98M -$951K -992 -24%
AO
1647
Advisor OS
Illinois
$2.97M +$24.9K +26 +0.8%
HNWAG
1648
High Net Worth Advisory Group
Florida
$2.97M – – –
HPC
1649
HM Payson & Co
Maine
$2.97M -$257K -268 -8%
SEIA
1650
Signature Estate & Investment Advisors
California
$2.95M +$204K +213 +7%
64 65
66
67 68