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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
2076
Surience Private Wealth
Washington
$1.32M – – –
KW
2077
KWB Wealth
California
$1.31M – – –
MIM
2078
Meridiem Investment Management
United Kingdom
$1.31M -$112K -144 -9%
AWM
2079
Aprio Wealth Management
Georgia
$1.31M +$677K +867 +129%
WCM
2080
Winthrop Capital Management
Indiana
$1.31M +$7.8K +10 +0.7%
LWM
2081
Laidlaw Wealth Management
New York
$1.3M -$10.1K -13 -0.8%
CWA
2082
Consilium Wealth Advisory
Texas
$1.3M -$2.34K -3 -0.2%
VV
2083
Verity & Verity
South Carolina
$1.3M -$77.3K -99 -6%
ISL
2084
Ingalls & Snyder LLC
New York
$1.3M +$34.3K +44 +3%
CCA
2085
Conestoga Capital Advisors
Pennsylvania
$1.3M -$359K -460 -23%
HPM
2086
Hoxton Planning & Management
West Virginia
$1.3M -$7.8K -10 -0.7%
QWM
2087
Quadcap Wealth Management
Texas
$1.3M +$234K +300 +25%
RF
2088
Robinswood Financial
Washington
$1.29M +$134K +172 +13%
WWM
2089
WJ Wealth Management
Arizona
$1.29M +$702K +900 +145%
NJIM
2090
Nabity-Jensen Investment Management
Nebraska
$1.29M +$12.5K +16 +1%
ACM
2091
Avalon Capital Management
California
$1.29M +$1.19M +1,519 New
SFG
2092
Seamount Financial Group
Colorado
$1.29M -$81.2K -104 -6%
LCS
2093
Levin Capital Strategies
New York
$1.29M -$156K -200 -12%
RDFA
2094
Ritter Daniher Financial Advisory
Ohio
$1.28M -$15.6K -20 -1%
PFG
2095
PAX Financial Group
Texas
$1.28M +$92.9K +119 +9%
WA
2096
WP Advisors
California
$1.28M -$56.2K -72 -5%
IBOK
2097
Independence Bank of Kentucky
Kentucky
$1.28M +$292K +374 +33%
BCM
2098
Buckhead Capital Management
Georgia
$1.28M -$138K -177 -11%
TCM
2099
Tradewinds Capital Management
Washington
$1.28M +$22.6K +29 +2%
ZB
2100
Zions Bancorporation
Utah
$1.27M +$71K +91 +6%
82 83
84
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