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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WGC
1826
Watts Gwilliam & Co
Arizona
$2.38M +$364K +373 +17%
APIM
1827
Agate Pass Investment Management
Washington
$2.38M -$168K -172 -6%
FC
1828
Fjell Capital
North Dakota
$2.38M +$603K +618 +33%
FI
1829
Financial Insights
Washington
$2.37M +$153K +157 +7%
XWM
1830
Xcel Wealth Management
Florida
$2.36M +$955K +980 +65%
NGA
1831
Naples Global Advisors
Florida
$2.36M -$1.95K -2 -0.1%
NA
1832
Nautilus Advisors
California
$2.36M -$9.75K -10 -0.4%
FUBT
1833
First United Bank & Trust
Maryland
$2.36M -$69.2K -71 -3%
WKWM
1834
Walter & Keenan Wealth Management
Indiana
$2.35M +$72.1K +74 +3%
HWA
1835
Heritage Wealth Advisors
Virginia
$2.35M -$528K -542 -18%
YWM
1836
Yukon Wealth Management
Kansas
$2.35M +$2.42M +2,480 New
EIP
1837
Ellis Investment Partners
Pennsylvania
$2.35M +$975 +1 +0%
IC
1838
Iconiq Capital
California
$2.34M +$458K +470 +23%
QPWM
1839
Quadrant Private Wealth Management
Pennsylvania
$2.34M -$28.3K -29 -1%
SWM
1840
Stockman Wealth Management
Montana
$2.33M -$298K -306 -11%
NCM
1841
Novare Capital Management
North Carolina
$2.33M -$274K -281 -10%
SIA
1842
SeaBridge Investment Advisors
New Jersey
$2.33M +$10.7K +11 +0.4%
USB
1843
Union Savings Bank
Connecticut
$2.32M -$17.5K -18 -0.7%
MTC
1844
Matrix Trust Company
Colorado
$2.32M -$39K -40 -2%
GP
1845
Gallo Partners
New Jersey
$2.32M +$2.39M +2,448 New
ONST
1846
Old North State Trust
North Carolina
$2.31M – – –
FLP
1847
Financial Life Planners
Arizona
$2.31M -$25.3K -26 -1%
3F
1848
360 Financial
Minnesota
$2.31M +$340K +349 +17%
VBCG
1849
Valley Brook Capital Group
Pennsylvania
$2.3M +$220K +226 +10%
PI
1850
Parkside Investments
Illinois
$2.3M +$2.02M +2,070 +577%
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