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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
2126
Washington Trust Advisors
Massachusetts
$509K -$168K -344 -24%
CBT
2127
CoreFirst Bank & Trust
Kansas
$508K +$977 +2 +0.2%
KWM
2128
Kolinsky Wealth Management
New Jersey
$504K -$8.8K -18 -2%
AIFAIM
2129
American Institute for Advanced Investment Management
Arizona
$504K – – –
EI
2130
Ellevest Inc
New York
$504K -$532K -1,088 -50%
FC
2131
Financial Consulate
Maryland
$504K – – –
LG
2132
Lane Generational
Massachusetts
$502K – – –
AA
2133
Alta Advisers
United Kingdom
$502K – – –
CWM
2134
Cordatus Wealth Management
Pennsylvania
$502K +$538K +1,100 New
PWM
2135
PBMares Wealth Management
Virginia
$502K -$58.2K -119 -10%
WFMPM
2136
Woodley Farra Manion Portfolio Management
Indiana
$502K +$977 +2 +0.2%
MWAM
2137
Manhattan West Asset Management
California
$500K -$2.44K -5 -0.5%
KI
2138
Kula Investments
Illinois
$500K +$535K +1,095 New
RFM
2139
Royal Fund Management
Florida
$499K +$12.2K +25 +2%
PPC
2140
Park Place Capital
Alabama
$498K +$534K +1,092 New
WWA
2141
WC Walker & Associates
California
$497K +$41K +84 +9%
FNBOH
2142
First National Bank of Hutchinson
Kansas
$497K -$6.84K -14 -1%
FH
2143
FWG Holdings
Florida
$497K +$44.5K +91 +9%
MCM
2144
MV Capital Management
Maryland
$493K +$21.5K +44 +4%
CWC
2145
Carolinas Wealth Consulting
North Carolina
$493K +$32.3K +66 +0.7%
AWM
2146
Affinity Wealth Management
Delaware
$492K -$24.9K -51 -5%
NJBEST
2147
New Jersey Better Educational Savings Trust
New Jersey
$491K – – –
MAM
2148
McLean Asset Management
Virginia
$490K +$19.1K +39 +4%
EL
2149
Essex LLC
Illinois
$489K +$9.77K +20 +2%
WA
2150
Waverly Advisors
Alabama
$488K +$162K +332 +45%
84 85
86
87 88