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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1951
Castle Rock Wealth Management
California
$878K +$6.07K +11 +0.7%
SIAG
1952
Signet Investment Advisory Group
Rhode Island
$877K -$3.31K -6 -0.4%
VT
1953
Vise Technologies
New York
$876K -$30.9K -56 -3%
MCM
1954
Morton Capital Management
California
$875K +$3.86K +7 +0.5%
AW
1955
Alaethes Wealth
Nevada
$875K -$552 -1 -0.1%
1W
1956
1776 Wealth
Georgia
$874K – – –
CAP
1957
Columbia Advisory Partners
Washington
$873K -$13.8K -25 -2%
CSWG
1958
Cardinal Strategic Wealth Guidance
Kentucky
$873K -$37.5K -68 -4%
SWM
1959
Silverlake Wealth Management
Vermont
$868K -$5.52K -10 -0.6%
LFA
1960
Legacy Financial Advisors
Kentucky
$868K +$116K +210 +16%
PIA
1961
Pinion Investment Advisors
Kansas
$867K -$38.1K -69 -4%
HFS
1962
HBC Financial Services
Washington
$858K – – –
SQA
1963
Simon Quick Advisors
New Jersey
$857K +$248K +449 +42%
WB
1964
West Bancorporation
Iowa
$855K +$1.66K +3 +0.2%
RAM
1965
RWC Asset Management
United Kingdom
$854K -$6.64M -12,035 -89%
TPCW
1966
TD Private Client Wealth
New York
$854K +$40.8K +74 +5%
LPAM
1967
Lodestar Private Asset Management
California
$852K -$11.6K -21 -1%
BCMLT
1968
Beacon Capital Management LLC (Tennessee)
Tennessee
$851K – – –
GIP
1969
Greatmark Investment Partners
Georgia
$850K -$35.9K -65 -4%
CC
1970
Constitution Capital
Connecticut
$847K – – –
LAM
1971
Lynch Asset Management
Pennsylvania
$847K – – –
CRI
1972
Colonial River Investments
Virginia
$847K -$22.6K -41 -3%
AIC
1973
Archer Investment Corporation
Indiana
$846K – – –
IIA
1974
Integral Investment Advisors
California
$844K +$27K +49 +3%
BSSFA
1975
Baron Silver Stevens Financial Advisors
Florida
$843K +$69.5K +126 +9%
77 78
79
80 81