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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1876
Cidel Asset Management
Ontario, Canada
$1.87M -$116K -134 -6%
IBOK
1877
Independence Bank of Kentucky
Kentucky
$1.86M +$520K +599 +40%
S
1878
SimplyRich
California
$1.86M +$193K +222 +12%
PFBT
1879
Parkside Financial Bank & Trust
Missouri
$1.86M +$60.8K +70 +3%
WC
1880
Waterloo Capital
Texas
$1.86M +$542K +624 +42%
FHC
1881
First Heartland Consultants
Missouri
$1.86M +$62.5K +72 +4%
CFP
1882
Catalyst Financial Partners
Massachusetts
$1.85M +$73.8K +85 +4%
3F
1883
360 Financial
Minnesota
$1.85M +$149K +172 +9%
GWANC
1884
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.84M -$15.6K -18 -0.9%
UCB
1885
United Community Bank
South Carolina
$1.84M -$219K -252 -11%
EWM
1886
Evermay Wealth Management
Virginia
$1.84M -$11.3K -13 -0.6%
QWP
1887
Quotient Wealth Partners
Texas
$1.84M -$170K -196 -9%
BHBT
1888
Burke & Herbert Bank & Trust
Virginia
$1.84M -$868 -1 -0%
KP
1889
Keel Point
Alabama
$1.84M +$127K +146 +8%
FTIS
1890
First Trust Investment Solutions
Florida
$1.83M +$1.06M +1,224 +146%
LA
1891
LVW Advisors
New York
$1.82M +$194K +224 +12%
HVIA
1892
Hudson Valley Investment Advisors
New York
$1.82M -$258K -297 -13%
MFG
1893
MidWestOne Financial Group
Iowa
$1.82M -$58.1K -67 -3%
AA
1894
Altman Advisors
Illinois
$1.82M -$1.67M -1,920 -48%
SRL
1895
Scientech Research LLC
New Jersey
$1.82M +$940K +1,083 +112%
SAMC
1896
Spectrum Asset Management (California)
California
$1.82M +$90.3K +104 +5%
LAIC
1897
Lederer & Associates Investment Counsel
California
$1.81M -$260K -300 -13%
UL
1898
Unionview LLC
Washington
$1.81M -$5.21K -6 -0.3%
ST
1899
Smithfield Trust
Pennsylvania
$1.81M -$11.3K -13 -0.6%
WAOI
1900
Wealth Advisors of Iowa
Iowa
$1.81M -$46.9K -54 -3%
74 75
76
77 78