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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
2201
Zhang Financial
Michigan
$1.51M +$35.8K +36 +2%
EL
2202
EWA LLC
Pennsylvania
$1.51M +$21.9K +22 +1%
CAP
2203
Columbia Advisory Partners
Washington
$1.51M -$49.7K -50 -3%
LCM
2204
Lazari Capital Management
California
$1.51M +$22.9K +23 +2%
MAM
2205
Milestone Asset Management
Pennsylvania
$1.51M -$251K -253 -14%
CRI
2206
Colonial River Investments
Virginia
$1.51M -$128K -129 -8%
CWA
2207
Canvas Wealth Advisors
Kansas
$1.5M +$92.4K +93 +6%
BCM
2208
Boltwood Capital Management
California
$1.5M +$53.7K +54 +4%
TIM
2209
Tortoise Investment Management
New York
$1.5M +$30.8K +31 +2%
PMFA
2210
Plante Moran Financial Advisors
Michigan
$1.5M +$175K +176 +13%
CPA
2211
Cardiff Park Advisors
California
$1.5M +$994 +1 +0.1%
LCS
2212
Levin Capital Strategies
New York
$1.5M – – –
DOA
2213
D'Orazio & Associates
Virginia
$1.5M -$25.8K -26 -2%
ATC
2214
Adirondack Trust Company
New York
$1.5M -$32.8K -33 -2%
WI
2215
WrapManager Inc
California
$1.5M +$28.8K +29 +2%
CIS
2216
Continental Investors Services
Washington
$1.5M -$5.96K -6 -0.4%
ACM
2217
Avalon Capital Management
California
$1.49M – – –
JSL
2218
JT Stratford LLC
Georgia
$1.49M +$327K +329 +28%
MIP
2219
Marietta Investment Partners
Wisconsin
$1.49M +$912K +918 +156%
WCG
2220
Weaver Consulting Group
California
$1.49M +$18.9K +19 +1%
SWA
2221
Sax Wealth Advisors
New Jersey
$1.49M +$87.5K +88 +6%
PFG
2222
Putney Financial Group
California
$1.48M +$31.8K +32 +2%
CIM
2223
Caldwell Investment Management
Ontario, Canada
$1.48M -$895K -900 -38%
BEW
2224
Burton Enright Welch
California
$1.48M +$104K +105 +8%
SAMC
2225
Spectrum Asset Management (California)
California
$1.48M +$994 +1 +0.1%
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