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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1926
Solstein Capital
California
$2.05M – – –
BBNB
1927
Baker Boyer National Bank
Washington
$2.05M -$107K -115 -5%
RA
1928
RiverPark Advisors
New York
$2.04M +$2.78K +3 +0.1%
KMWM
1929
Keudell/Morrison Wealth Management
Oregon
$2.04M -$4.64K -5 -0.2%
GS
1930
GWN Securities
Florida
$2.04M +$2.01M +2,168 New
RLH
1931
RD Lewis Holdings
Florida
$2.04M +$1.81M +1,951 New
WCAMG
1932
Woodard & Company Asset Management Group
North Carolina
$2.03M +$35.3K +38 +2%
BA
1933
Ballast Advisors
Minnesota
$2.03M +$100K +108 +5%
PA
1934
Paragon Advisors
Texas
$2.03M -$226K -244 -10%
TW
1935
TrinityPoint Wealth
Connecticut
$2.03M +$14.8K +16 +0.7%
APG
1936
Abacus Planning Group
South Carolina
$2.03M +$67.7K +73 +3%
MSAM
1937
Moloney Securities Asset Management
Missouri
$2.02M +$73.3K +79 +4%
VBCG
1938
Valley Brook Capital Group
Pennsylvania
$2.02M +$69.6K +75 +4%
MCCA
1939
Mill Creek Capital Advisors
Pennsylvania
$2.02M +$310K +334 +18%
MFS
1940
Mattson Financial Services
Michigan
$2.02M -$329K -355 -13%
SFO
1941
Stokes Family Office
Louisiana
$2.02M -$13.9K -15 -0.7%
LI
1942
Louisbourg Investments
New Brunswick, Canada
$2.02M – – –
MP
1943
McDonald Partners
Ohio
$2.01M -$71.4K -77 -3%
LCGC
1944
Legacy Capital Group California
California
$2.01M -$21.3K -23 -1%
SEIA
1945
Signature Estate & Investment Advisors
California
$2.01M +$37.1K +40 +2%
BWM
1946
BKM Wealth Management
Wisconsin
$2.01M -$138K -149 -6%
WQ
1947
Wealth Quarterback
New Jersey
$2M +$184K +198 +10%
DAM
1948
Delta Asset Management
Tennessee
$2M – – –
QFPS
1949
Quantum Financial Planning Services
Washington
$2M +$2.02M +2,181 New
VF
1950
Vest Financial
Virginia
$2M +$159K +171 +9%
76 77
78
79 80