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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
2151
Moss Adams Wealth Advisors
Washington
$881K +$129K +218 +20%
CF
2152
Copperwynd Financial
Arizona
$880K -$1.19K -2 -0.1%
NFC
2153
Northeast Financial Consultants
Connecticut
$879K +$267K +450 +51%
HA
2154
Hofer & Associates
California
$877K +$6.52K +11 +0.8%
CC
2155
Callan Capital
California
$875K +$69.3K +117 +10%
WE
2156
Wealth Effects
Massachusetts
$874K +$246K +415 +46%
MC
2157
Matisse Capital
Oregon
$874K +$3.56K +6 +0.5%
RWP
2158
Ridgecrest Wealth Partners
California
$873K – – –
WC
2159
Waterloo Capital
Texas
$866K +$433K +730 +125%
CFA
2160
Cahill Financial Advisors
Minnesota
$865K -$1.78K -3 -0.2%
PIM
2161
Profit Investment Management
Maryland
$865K – – –
MTIC
2162
Missouri Trust & Investment Company
Missouri
$864K -$5.93K -10 -0.8%
BOPW
2163
Brandywine Oak Private Wealth
Pennsylvania
$863K +$2.96K +5 +0.4%
FCA
2164
FinTrust Capital Advisors
South Carolina
$861K +$156K +263 +25%
RFS
2165
Richardson Financial Services
Massachusetts
$859K +$772K +1,302 New
PCTC
2166
Perkins Coie Trust Company
Washington
$858K -$35K -59 -4%
BB
2167
Bell Bank
North Dakota
$856K +$114K +192 +17%
KA
2168
KLCM Advisors
Wisconsin
$855K +$35K +59 +5%
CAL
2169
Capital Advisors Ltd
Ohio
$854K +$17.8K +30 +2%
ARG
2170
Advisory Resource Group
Oklahoma
$852K +$9.48K +16 +1%
BB
2171
Berkshire Bank
Massachusetts
$852K -$11.9K -20 -2%
SAM
2172
Summit Asset Management
Tennessee
$852K +$72.3K +122 +10%
MIM
2173
Montgomery Investment Management
Maryland
$852K – – –
PL
2174
Parthenon LLC
Kentucky
$850K +$53.3K +90 +8%
RF
2175
Rollins Financial
Georgia
$850K -$17.2K -29 -2%
85 86
87
88 89