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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
2201
Amarillo National Bank
Texas
$468K – – –
WKSWA
2202
White Knight Strategic Wealth Advisors
New Jersey
$468K +$31.5K +60 +8%
VC
2203
Veery Capital
Delaware
$466K -$5.25K -10 -1%
GDP
2204
Great Diamond Partners
Maine
$466K +$34.6K +66 +9%
CAL
2205
Capital Advisors Ltd
Ohio
$465K +$89.2K +170 +27%
MW
2206
Marcum Wealth
Ohio
$464K -$88.7K -169 -17%
FAM
2207
Formidable Asset Management
Ohio
$464K – – –
WPC
2208
White Pine Capital
Minnesota
$464K – – –
PMG
2209
Private Management Group
California
$462K -$6.82K -13 -2%
EE
2210
EWG Elevate
California
$462K +$22K +42 +6%
PC
2211
Permanens Capital
New York
$461K -$105K -200 -20%
TI
2212
Truepoint Inc
Ohio
$460K – – –
PWW
2213
Pettyjohn Wood & White
Virginia
$459K -$5.25K -10 -1%
BCAM
2214
Boston Common Asset Management
Massachusetts
$458K +$417K +795 New
LHC
2215
Little House Capital
Massachusetts
$457K -$109K -208 -21%
QT
2216
Quantamental Technologies
New York
$454K +$414K +788 New
WMA
2217
West Michigan Advisors
Michigan
$453K +$90.3K +172 +28%
MHR
2218
Matthew Hamilton Rosenberg
$452K +$25.7K +49 +7%
CP
2219
CenterBook Partners
Connecticut
$452K +$412K +785 New
KFA
2220
Kelleher Financial Advisors
New York
$451K +$29.4K +56 +8%
WE
2221
Wealth Effects
Massachusetts
$450K +$13.6K +26 +3%
SIA
2222
SkyView Investment Advisors
New Jersey
$449K +$468K +892 New
PAM
2223
Palisade Asset Management
Minnesota
$446K – – –
CFMC
2224
Curbstone Financial Management Corp
New Hampshire
$445K +$405K +772 New
AC
2225
Avestar Capital
New York
$444K +$79.2K +151 +24%
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