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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
STAS
1876
Strong Tower Advisory Services
Minnesota
$711K +$27.4K +54 +4%
EFL
1877
ERn Financial LLC
Wisconsin
$711K +$232K +457 +45%
EDRH
1878
Edmond de Rothschild Holding
Switzerland
$710K -$154K -303 -17%
OMC
1879
Overbrook Management Corp
New York
$709K – – –
EFG
1880
Everhart Financial Group
Ohio
$708K +$7.61K +15 +1%
LWA
1881
Lineweaver Wealth Advisors
Ohio
$708K +$10.1K +20 +1%
RWP
1882
Ridgecrest Wealth Partners
California
$706K +$270K +532 +56%
TPCW
1883
TD Private Client Wealth
New York
$705K -$23.8K -47 -3%
GA
1884
Geller Advisors
New York
$702K +$2.03K +4 +0.3%
SWM
1885
Sugarloaf Wealth Management
Georgia
$701K +$32.5K +64 +5%
MCM
1886
Monarch Capital Management
Indiana
$699K – – –
PWM
1887
Paulson Wealth Management
Illinois
$698K -$59.9K -118 -7%
SRC
1888
Sage Rhino Capital
California
$696K -$5.07K -10 -0.7%
SWM
1889
Silverlake Wealth Management
Vermont
$693K +$30.9K +61 +4%
HTHT
1890
Hemenway Trust Hemenway Trust
New Hampshire
$692K -$17.8K -35 -2%
GG
1891
Gleason Group
Kentucky
$692K +$1.52K +3 +0.2%
BWP
1892
BSW Wealth Partners
Colorado
$692K +$2.03K +4 +0.3%
PCTC
1893
Perkins Coie Trust Company
Washington
$690K -$25.9K -51 -3%
TCM
1894
Tributary Capital Management
Nebraska
$688K -$17.8K -35 -2%
VA
1895
Valmark Advisers
Ohio
$687K +$65.9K +130 +10%
LGF
1896
LGT Group Foundation
Liechtenstein
$687K +$479K +944 +193%
CWA
1897
Clearview Wealth Advisors
Oregon
$685K +$507 +1 +0.1%
CAP
1898
Columbia Advisory Partners
Washington
$682K +$16.2K +32 +2%
CA
1899
Claro Advisors
Massachusetts
$682K +$134K +264 +23%
EWA
1900
EverSource Wealth Advisors
Alabama
$680K +$156K +307 +28%
74 75
76
77 78