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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1876
Walter & Keenan Wealth Management
Indiana
$2.21M +$13K +14 +0.6%
CIM
1877
Caldwell Investment Management
Ontario, Canada
$2.21M – – –
EDRH
1878
Edmond de Rothschild Holding
Switzerland
$2.21M +$855K +921 +62%
BIP
1879
Blueprint Investment Partners
North Carolina
$2.21M +$613K +661 +38%
CFG
1880
CKW Financial Group
Hawaii
$2.21M +$18.6K +20 +0.8%
MC
1881
Maverick Capital
Texas
$2.2M +$1.98M +2,130 +775%
LAM
1882
Lynch Asset Management
Pennsylvania
$2.2M – – –
CWM
1883
Circle Wealth Management
New Jersey
$2.19M +$1.86K +2 +0.1%
AWM
1884
Ameliora Wealth Management
Switzerland
$2.19M -$48.3K -52 -2%
MIM
1885
Moseley Investment Management
Florida
$2.18M -$12.1K -13 -0.5%
PCA
1886
Prosperity Capital Advisors
Ohio
$2.18M -$37.1K -40 -2%
IAMOG
1887
Investors Asset Management of Georgia
Georgia
$2.17M – – –
BB
1888
Bell Bank
North Dakota
$2.17M +$35.3K +38 +2%
ECM
1889
Eisler Capital Management
United Kingdom
$2.17M +$2.21M +2,386 New
CFP
1890
Comprehensive Financial Planning
Pennsylvania
$2.16M +$2.19M +2,356 New
GWS
1891
Greykasell Wealth Strategies
California
$2.15M +$2.18M +2,351 New
FI
1892
Financial Insights
Washington
$2.15M -$457K -492 -17%
LIM
1893
Letson Investment Management
Georgia
$2.15M -$10.2K -11 -0.5%
CIA
1894
Cladis Investment Advisory
Montana
$2.15M +$43.6K +47 +2%
IBOK
1895
Independence Bank of Kentucky
Kentucky
$2.14M +$215K +232 +11%
PSB
1896
Passumpsic Savings Bank
Vermont
$2.14M -$49.2K -53 -2%
SPFA
1897
Summit Place Financial Advisors
New Jersey
$2.14M +$77.9K +84 +4%
HT
1898
Headlands Technologies
Illinois
$2.13M +$2.15M +2,321 New
GWANC
1899
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.11M +$211K +227 +11%
V
1900
VeraBank
Texas
$2.11M -$1.86K -2 -0.1%
74 75
76
77 78