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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1901
AlphaCrest Capital Management
New York
$696K -$2.06M -3,964 -73%
LFGH
1902
Lee Financial Group Hawaii
Hawaii
$691K -$42.7K -82 -5%
VA
1903
Valmark Advisers
Ohio
$690K +$14K +27 +2%
TPW
1904
Transatlantique Private Wealth
New York
$690K +$33.8K +65 +5%
MCM
1905
Monarch Capital Management
Indiana
$689K – – –
WTA
1906
Washington Trust Advisors
Massachusetts
$688K +$132K +253 +21%
C
1907
Certuity
Florida
$687K +$42.7K +82 +6%
SWRP
1908
Summit Wealth & Retirement Planning
California
$687K +$756K +1,454 New
LWANC
1909
Laurel Wealth Advisors (North Carolina)
North Carolina
$686K +$78K +150 +12%
B
1910
Barings
North Carolina
$685K -$1.02M -1,955 -57%
SRC
1911
Sage Rhino Capital
California
$685K -$520 -1 -0.1%
MFG
1912
Magnus Financial Group
New York
$683K +$37.5K +72 +5%
CA
1913
Claro Advisors
Massachusetts
$682K – – –
HTHT
1914
Hemenway Trust Hemenway Trust
New Hampshire
$682K – – –
MC
1915
Montag & Caldwell
Georgia
$681K +$41.6K +80 +6%
PCTC
1916
Perkins Coie Trust Company
Washington
$680K – – –
DOA
1917
D'Orazio & Associates
Virginia
$676K +$333K +641 +81%
IIA
1918
Integral Investment Advisors
California
$675K -$142K -273 -16%
SAM
1919
Sompo Asset Management
Japan
$675K +$364K +700 +96%
SWM
1920
Sugarloaf Wealth Management
Georgia
$674K -$18.2K -35 -2%
MSS
1921
Mitchell Sinkler & Starr
Pennsylvania
$673K +$12K +23 +2%
EM
1922
Excalibur Management
Massachusetts
$673K +$46.3K +89 +7%
MCM
1923
Morton Capital Management
California
$672K +$8.84K +17 +1%
MIM
1924
Moseley Investment Management
Florida
$672K -$64.5K -124 -8%
BWP
1925
BSW Wealth Partners
Colorado
$670K -$13.5K -26 -2%
75 76
77
78 79