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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
1851
Fox Hill Wealth Management
Massachusetts
$2.42M +$3.98K +4 +0.2%
TBC
1852
Ted Buchan & Co
California
$2.42M +$74.7K +75 +3%
FF
1853
Farrow Financial
Vermont
$2.41M +$23.9K +24 +0.9%
SCI
1854
S&CO Inc
Massachusetts
$2.41M – – –
SC
1855
Shuttleworth & Co
Ohio
$2.41M +$130K +130 +5%
PMSA
1856
Patrick M. Sweeney & Associates
Illinois
$2.41M -$6.97K -7 -0.3%
NCM
1857
Novare Capital Management
North Carolina
$2.41M -$79.7K -80 -3%
MW
1858
MBL Wealth
North Carolina
$2.41M +$1.99K +2 +0.1%
TTIC
1859
Tower Trust & Investment Company
Iowa
$2.4M -$62.8K -63 -2%
BB
1860
Bell Bank
North Dakota
$2.4M +$46.8K +47 +2%
MJFG
1861
Mars Jewett Financial Group
Washington
$2.4M -$244K -245 -9%
FSA
1862
Fort Sheridan Advisors
Illinois
$2.4M – – –
MWM
1863
Massachusetts Wealth Management
Massachusetts
$2.39M -$49.8K -50 -2%
TCA
1864
Transcend Capital Advisors
New Jersey
$2.39M -$18.9K -19 -0.7%
MCA
1865
MSH Capital Advisors
Arizona
$2.39M +$500K +502 +24%
YWM
1866
Yukon Wealth Management
Kansas
$2.38M +$2.54M +2,545 New
FTA
1867
Financial & Tax Architects
Missouri
$2.38M +$112K +112 +5%
LAM
1868
L2 Asset Management
Massachusetts
$2.37M +$42.8K +43 +2%
BWM
1869
Bernicke Wealth Management
Wisconsin
$2.37M -$49.8K -50 -2%
T
1870
TOBAM
France
$2.37M -$107K -107 -4%
RA
1871
Rational Advisors
New York
$2.36M -$255K -256 -9%
WP
1872
WealthShield Partners
North Carolina
$2.35M -$402K -403 -14%
LFS
1873
Leibman Financial Services
Nebraska
$2.35M +$1.15M +1,155 +85%
PGCM
1874
Prescott Group Capital Management
Oklahoma
$2.34M +$370K +371 +17%
RA
1875
Rockingstone Advisors
Massachusetts
$2.33M +$53.8K +54 +2%
73 74
75
76 77