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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1951
First American Trust
California
$1.99M +$217K +223 +12%
RI
1952
Rinkey Investments
California
$1.99M -$405K -415 -17%
IP
1953
Investment Partners
Ohio
$1.98M +$75.1K +77 +4%
AT
1954
Avalon Trust
New Mexico
$1.98M -$68.2K -70 -3%
GA
1955
Guerra Advisors
Florida
$1.98M +$378K +388 +23%
LA
1956
LVW Advisors
New York
$1.98M +$87.7K +90 +5%
MHIC
1957
Marble Harbor Investment Counsel
Massachusetts
$1.98M -$29.2K -30 -1%
PWPS
1958
Pinnacle Wealth Planning Services
Ohio
$1.97M +$47.8K +49 +2%
BPC
1959
Bearing Point Capital
Minnesota
$1.97M +$169K +173 +9%
EDRH
1960
Edmond de Rothschild Holding
Switzerland
$1.97M -$322K -330 -14%
NCM
1961
Northside Capital Management
Oregon
$1.96M -$80.9K -83 -4%
KIG
1962
Kennedy Investment Group
New Jersey
$1.96M +$235K +241 +13%
EW
1963
Evoke Wealth
California
$1.96M +$104K +107 +5%
DP
1964
Denver PWM
Colorado
$1.96M +$2.02M +2,067 +206,700%
WAOI
1965
Wealth Advisors of Iowa
Iowa
$1.95M -$4.88K -5 -0.2%
AG
1966
AlTi Global
New York
$1.95M -$1.48M -1,515 -42%
LAIC
1967
Lederer & Associates Investment Counsel
California
$1.95M +$31.2K +32 +2%
GW
1968
Griffith & Werner
Georgia
$1.95M -$88.7K -91 -4%
AWMT
1969
AAFMAA Wealth Management & Trust
North Carolina
$1.95M -$175K -179 -8%
HBW
1970
Hazlett, Burt & Watson
West Virginia
$1.95M +$46.8K +48 +2%
VCM
1971
Vivaldi Capital Management
Illinois
$1.94M +$852K +874 +74%
IA
1972
IFG Advisory
Georgia
$1.93M -$104K -107 -5%
SIC
1973
Sterling Investment Counsel
New York
$1.93M +$659K +676 +49%
APWA
1974
Atlas Private Wealth Advisors
New Jersey
$1.93M -$89.7K -92 -4%
LGA
1975
Lebenthal Global Advisors
New York
$1.93M +$688K +706 +53%
77 78
79
80 81