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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
1926
Cypress Capital Management (Delaware)
Delaware
$717K +$647K +1,263 New
RIM
1927
Regent Investment Management
Kentucky
$716K – – –
1W
1928
1776 Wealth
Georgia
$715K -$18.4K -36 -3%
JSL
1929
JT Stratford LLC
Georgia
$710K +$14.9K +29 +2%
CI
1930
CPR Investments
Michigan
$710K +$640K +1,250 New
MC
1931
Machina Capital
France
$710K +$641K +1,251 New
CLOS
1932
Compagnie Lombard Odier SCmA
Switzerland
$708K – – –
OCPWS
1933
One Charles Private Wealth Services
Massachusetts
$708K +$512 +1 +0.1%
DTIM
1934
Danda Trouve Investment Management
Kansas
$707K – – –
GWM
1935
Greenwich Wealth Management
Connecticut
$705K -$16.9K -33 -3%
HIP
1936
HUB Investment Partners
Texas
$702K +$10.8K +21 +2%
AC
1937
Addison Capital
Pennsylvania
$701K – – –
TS
1938
Tamar Securities
California
$698K -$37.4K -73 -6%
TCM
1939
Tributary Capital Management
Nebraska
$698K -$7.68K -15 -1%
BEW
1940
Burton Enright Welch
California
$697K +$629K +1,228 New
EFG
1941
Everhart Financial Group
Ohio
$697K +$177K +345 +39%
SAA
1942
Southeast Asset Advisors
Georgia
$697K +$263K +514 +72%
CIP
1943
Convergence Investment Partners
Florida
$695K -$22.5K -44 -3%
RWB
1944
RMR Wealth Builders
New Jersey
$692K -$564K -1,102 -47%
TPCW
1945
TD Private Client Wealth
New York
$690K -$59.4K -116 -9%
SAF
1946
Smith Anglin Financial
Texas
$690K -$111K -217 -15%
SFG
1947
StrategIQ Financial Group
Indiana
$686K +$619K +1,208 New
AIC
1948
Archer Investment Corporation
Indiana
$686K +$21K +41 +4%
NIC
1949
Northwest Investment Counselors
Oregon
$685K – – –
BIA
1950
Bigelow Investment Advisors
Maine
$684K -$23K -45 -4%
76 77
78
79 80