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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1651
PFW Advisors
Georgia
$1.87M -$22.5K -38 -1%
FBB
1652
Fulton Breakefield Broenniman
Maryland
$1.87M +$52.2K +88 +3%
NBT
1653
Northwest Bank & Trust
Iowa
$1.87M +$1.68M +2,829 New
FCM
1654
Fortis Capital Management
Washington
$1.87M +$111K +188 +7%
CWP
1655
Core Wealth Partners
California
$1.86M +$88.9K +150 +6%
WCM
1656
Whitener Capital Management
North Carolina
$1.86M -$26.7K -45 -2%
AL
1657
ACAS LLC
California
$1.86M +$43.3K +73 +3%
IGWM
1658
ICA Group Wealth Management
Colorado
$1.86M -$5.33K -9 -0.3%
TPI
1659
Trust Point Inc
Wisconsin
$1.86M +$1.67M +2,817 New
GA
1660
Geller Advisors
New York
$1.86M +$948K +1,600 +139%
CIM
1661
Caldwell Investment Management
Ontario, Canada
$1.85M -$593K -1,000 -26%
CWP
1662
Concord Wealth Partners
Virginia
$1.85M +$509K +859 +44%
CHAM
1663
Clear Harbor Asset Management
Connecticut
$1.85M +$81.2K +137 +5%
RFN
1664
RDA Financial Network
Iowa
$1.85M +$142K +240 +9%
CM
1665
Castleark Management
Illinois
$1.85M – – –
FUBT
1666
First United Bank & Trust
Maryland
$1.85M +$48K +81 +3%
SHFA
1667
SC&H Financial Advisors
Maryland
$1.85M -$17.8K -30 -1%
CIM
1668
CIM Investment Management
Pennsylvania
$1.84M – – –
HIS
1669
Harvest Investment Services
Illinois
$1.84M -$1.02M -1,729 -38%
CAI
1670
Capital Advisors Inc
Oklahoma
$1.84M -$2.96K -5 -0.2%
IIA
1671
IPG Investment Advisors
California
$1.84M +$26.7K +45 +2%
AFS
1672
Aft Forsyth & Sober
Florida
$1.83M – – –
FWM
1673
Forza Wealth Management
Florida
$1.83M -$1.28M -2,165 -44%
SHFA
1674
SS&H Financial Advisors
Michigan
$1.82M -$593 -1 -0%
VLC
1675
Van Leeuwen & Company
New Jersey
$1.82M -$745K -1,257 -31%
65 66
67
68 69