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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1876
Atwood & Palmer
Missouri
$916K +$235K +465 +38%
TSS
1877
Two Sigma Securities
New York
$915K -$2.79M -5,508 -76%
PWA
1878
Physician Wealth Advisors
Utah
$914K +$3.54K +7 +0.4%
FCB
1879
First Command Bank
Texas
$913K -$10.6K -21 -1%
FCFS
1880
First Command Financial Services
Texas
$913K -$10.6K -21 -1%
JSL
1881
JT Stratford LLC
Georgia
$913K – – –
PCWA
1882
Pacific Capital Wealth Advisors
California
$912K -$20.7K -41 -2%
JWA
1883
JFS Wealth Advisors
Pennsylvania
$909K -$2.53K -5 -0.3%
NFA
1884
Northern Financial Advisors
Michigan
$909K +$6.58K +13 +0.8%
TCB
1885
Texas Capital Bancshares
Texas
$909K -$8.6K -17 -1%
AFP
1886
Ausdal Financial Partners
Iowa
$908K -$26.8K -53 -3%
GSIS
1887
Global Strategic Investment Solutions
Arizona
$906K +$52.1K +103 +7%
3F
1888
360 Financial
Minnesota
$901K +$5.06K +10 +0.6%
IWP
1889
Icon Wealth Partners
Texas
$898K -$25.3K -50 -3%
STAS
1890
Strong Tower Advisory Services
Minnesota
$896K +$41.5K +82 +5%
AWCI
1891
Alpine Woods Capital Investors
New York
$894K +$840K +1,661 New
TNBTD
1892
Trustmark National Bank Trust Department
Mississippi
$892K -$1.01K -2 -0.1%
MWC
1893
MBM Wealth Consultants
Missouri
$891K +$141K +279 +20%
SCA
1894
Sander Capital Advisors
Washington
$890K – – –
RDFA
1895
Ritter Daniher Financial Advisory
Ohio
$890K +$10.6K +21 +1%
AC
1896
Allstate Corporation
Illinois
$888K – – –
HPM
1897
Hoxton Planning & Management
West Virginia
$883K -$33.4K -66 -4%
ESB
1898
Essex Savings Bank
Connecticut
$882K -$24.3K -48 -3%
SCG
1899
Sonata Capital Group
Washington
$882K – – –
SWS
1900
SYSTM Wealth Solutions
Illinois
$882K +$67.3K +133 +9%
74 75
76
77 78