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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1951
Continental Investors Services
Washington
$622K +$4.06K +8 +0.6%
IPAM
1952
ICICI Prudential Asset Management
India
$621K +$24.4K +48 +4%
MWC
1953
MBM Wealth Consultants
Missouri
$620K +$32K +63 +5%
HHAA
1954
Henry H. Armstrong Associates
Pennsylvania
$617K -$25.4K -50 -4%
1W
1955
1776 Wealth
Georgia
$611K -$23.3K -46 -3%
SIM
1956
SSI Investment Management
California
$610K – – –
ESB
1957
Essex Savings Bank
Connecticut
$610K +$30.9K +61 +5%
HA
1958
Hofer & Associates
California
$609K +$10.1K +20 +2%
AWA
1959
Aaron Wealth Advisors
Illinois
$609K +$300K +591 +87%
VEA
1960
Virtus ETF Advisers
New York
$608K +$644K +1,269 New
PWA
1961
Phoenix Wealth Advisors
North Carolina
$607K +$643K +1,267 New
FNT
1962
First Nebraska Trust
Nebraska
$606K – – –
CCMD
1963
Cypress Capital Management (Delaware)
Delaware
$605K – – –
PTB
1964
Pioneer Trust Bank
Oregon
$604K -$72.5K -143 -10%
TCPWM
1965
Traverso Chambers Private Wealth Management
California
$601K +$76.1K +150 +14%
GG
1966
Golden Green
South Carolina
$601K +$76.6K +151 +14%
CP
1967
CenterBook Partners
Connecticut
$601K +$238K +470 +60%
LCM
1968
Landscape Capital Management
New Jersey
$600K -$1.36M -2,679 -68%
TFO
1969
Tarbox Family Office
California
$599K +$253K +499 +66%
FC
1970
Fulcrum Capital
Washington
$596K – – –
WWM
1971
Windsor Wealth Management
Indiana
$593K -$718K -1,415 -54%
OCPWS
1972
One Charles Private Wealth Services
Massachusetts
$593K -$24.9K -49 -4%
RF
1973
Rollins Financial
Georgia
$592K -$16.7K -33 -3%
AC
1974
Addison Capital
Pennsylvania
$591K – – –
ZIMP
1975
Zimmermann Investment Management & Planning
Pennsylvania
$591K +$30.4K +60 +5%
77 78
79
80 81