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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1876
Greenspring Advisors
Maryland
$2.29M +$55.8K +56 +2%
HWMG
1877
Harbour Wealth Management Group
South Carolina
$2.29M -$56.8K -57 -2%
HBW
1878
Hazlett, Burt & Watson
West Virginia
$2.28M +$60.8K +61 +3%
FDS
1879
First Dallas Securities
Texas
$2.28M -$123K -123 -5%
CWM
1880
Compass Wealth Management
Connecticut
$2.28M +$2.42M +2,433 New
LRIA
1881
Leonard Rickey Investment Advisors
Washington
$2.27M -$487K -489 -17%
CA
1882
Claro Advisors
Massachusetts
$2.27M -$11K -11 -0.5%
GWS
1883
Greykasell Wealth Strategies
California
$2.27M -$42.8K -43 -2%
RZH
1884
Relyea Zuckerberg Hanson
Connecticut
$2.27M +$13K +13 +0.5%
BSI
1885
Bennett Selby Investments
Maine
$2.27M +$39.9K +40 +2%
TIA
1886
Tiemann Investment Advisors
California
$2.26M -$173K -174 -7%
PPA
1887
Pacific Point Advisors
California
$2.26M +$85.7K +86 +4%
FIC
1888
FCG Investment Company
Tennessee
$2.26M -$1.38M -1,381 -36%
III
1889
Independent Investors Inc
New York
$2.26M -$448K -450 -16%
LEA
1890
Legacy Edge Advisors
New York
$2.26M +$406K +407 +20%
ZIC
1891
ZWJ Investment Counsel
Georgia
$2.26M -$74.7K -75 -3%
JMFC
1892
J.M. Forbes & Co
Massachusetts
$2.25M – – –
LIM
1893
Letson Investment Management
Georgia
$2.24M -$3.98K -4 -0.2%
WFA
1894
WJ Financial Advisors
Connecticut
$2.24M -$3.98K -4 -0.2%
CVA
1895
Central Valley Advisors
California
$2.24M -$211K -212 -8%
GIA
1896
Guyasuta Investment Advisors
Pennsylvania
$2.22M – – –
MWP
1897
Madison Wealth Partners
Wisconsin
$2.22M +$147K +148 +7%
OC
1898
Oakworth Capital
Alabama
$2.22M -$75.7K -76 -3%
BA
1899
Ballast Advisors
Minnesota
$2.22M +$996 +1 +0%
APW
1900
Aventura Private Wealth
Florida
$2.21M +$77.7K +78 +3%
74 75
76
77 78