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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2126
Legacy Wealth Planning
Nevada
$224K +$221K +635 New
CWP
2127
Curated Wealth Partners
California
$223K -$72.8K -209 -25%
GKFF
2128
George Kaiser Family Foundation
Oklahoma
$223K – – –
S
2129
Surevest
California
$222K -$34.1K -98 -13%
BDFN
2130
Bond & Devick Financial Network
Minnesota
$222K +$24.4K +70 +13%
CWM
2131
Cabot Wealth Management
Massachusetts
$222K +$220K +631 New
AF
2132
Alerus Financial
North Dakota
$221K – – –
PCS
2133
Personal CFO Solutions
New Jersey
$221K +$219K +628 New
CPC
2134
Cookson Peirce & Co
Pennsylvania
$219K -$31.3M -89,904 -99%
HHRDM
2135
H&H Retirement Design & Management
Nevada
$219K +$205K +590 New
GWM
2136
Gitterman Wealth Management
New Jersey
$219K +$217K +622 New
SB
2137
Sunflower Bank
Texas
$218K +$30.3K +87 +16%
OPA
2138
Old Port Advisors
Maine
$218K +$215K +618 New
FCIM
2139
Fairview Capital Investment Management
California
$217K – – –
SFFS
2140
Stonehage Fleming Financial Services
Jersey
$215K -$696K -2,000 -77%
WWA
2141
WC Walker & Associates
California
$215K – – –
KIC
2142
Kensington Investment Counsel
California
$213K – – –
HCP
2143
Holt Capital Partners
Texas
$212K – – –
XF
2144
XML Financial
Maryland
$212K +$348 +1 +0.2%
FCM
2145
Firestone Capital Management
Florida
$211K – – –
MA
2146
Mezzasalma Advisors
New Jersey
$211K – – –
EWM
2147
Elite Wealth Management
Washington
$210K +$696 +2 +0.3%
LA
2148
LexAurum Advisors
Kansas
$210K +$2.79K +8 +1%
WIC
2149
Whitegate Investment Counselors
New Hampshire
$210K +$207K +595 New
ERIM
2150
Eagle Ridge Investment Management
Connecticut
$209K – – –
84 85
86
87 88