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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2051
Concorde Asset Management
Michigan
$324K +$5.28K +12 +2%
SMA
2052
Sage Mountain Advisors
Georgia
$324K +$8.79K +20 +3%
LA
2053
Latitude Advisors
Florida
$324K +$317K +722 New
WC
2054
Weil Company
California
$323K – – –
EWA
2055
Evolution Wealth Advisors
Florida
$323K +$22K +50 +7%
ABTD
2056
Arvest Bank Trust Division
Oklahoma
$323K +$29K +66 +10%
CWC
2057
Carolinas Wealth Consulting
North Carolina
$322K -$20.2K -46 -6%
SAA
2058
Southeast Asset Advisors
Georgia
$321K +$88.8K +202 +39%
PIM
2059
Perpetual Investment Management
Australia
$320K – – –
TLCM
2060
Twin Lakes Capital Management
California
$320K – – –
MGWM
2061
Marks Group Wealth Management
Minnesota
$319K +$68.1K +155 +28%
IIA
2062
IPG Investment Advisors
California
$319K -$1.68M -3,825 -84%
AF
2063
Alerus Financial
North Dakota
$318K – – –
FBA
2064
Front Barnett Associates
Illinois
$318K – – –
TA
2065
Trellis Advisors
Washington
$318K – – –
OPA
2066
Old Port Advisors
Maine
$316K +$12.7K +29 +4%
RCA
2067
Rex Capital Advisors
Rhode Island
$315K – – –
LA
2068
LexAurum Advisors
Kansas
$315K +$28.1K +64 +10%
LWM
2069
Liberty Wealth Management
California
$315K +$58.9K +134 +24%
ODIJL
2070
One Day In July LLC
Vermont
$314K +$37.4K +85 +14%
SAM
2071
Secure Asset Management
Michigan
$314K +$307K +699 New
NB
2072
Northwest Bancshares
Pennsylvania
$313K – – –
QP
2073
Quilter Plc
United Kingdom
$312K +$4.4K +10 +1%
AWP
2074
Abacus Wealth Partners
California
$312K -$11K -25 -3%
AHB
2075
Abner Herrman & Brock
New Jersey
$311K -$29K -66 -9%
81 82
83
84 85