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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
2501
Destiny Capital
Colorado
$1.02M – – –
AC
2502
Addison Capital
Pennsylvania
$1.02M +$14.8K +16 +1%
HP
2503
Hilltop Partners
Indiana
$1.02M +$313K +337 +43%
TL
2504
Tradewinds LLC
North Carolina
$1.02M -$1.86K -2 -0.2%
EA
2505
Eclectic Associates
California
$1.01M +$5.57K +6 +0.5%
TDB
2506
Thompson David Blair
$1.01M +$1.03M +1,106 New
NCMW
2507
Northern Capital Management (Washington)
Washington
$1.01M +$1.86K +2 +0.2%
BSB
2508
Bangor Savings Bank
Maine
$1.01M +$29.7K +32 +3%
LIWM
2509
Long Island Wealth Management
New York
$1.01M – – –
LG
2510
Lane Generational
Massachusetts
$1.01M – – –
SCM
2511
Sage Capital Management
New Jersey
$1.01M -$121K -130 -11%
OWG
2512
Oxford Wealth Group
Florida
$1.01M – – –
CWA
2513
Clearview Wealth Advisors
Oregon
$1.01M – – –
HWM
2514
Hemington Wealth Management
Virginia
$1.01M +$34.3K +37 +3%
RT
2515
Rockland Trust
Massachusetts
$1.01M -$86.3K -93 -8%
TA
2516
TFB Advisors
Kansas
$1M +$22.3K +24 +2%
F4L
2517
Fortune 45 LLC
Louisiana
$1M +$262K +282 +35%
NP
2518
Ninepoint Partners
Ontario, Canada
$1M -$74.2K -80 -7%
SPW
2519
Sonoma Private Wealth
California
$1M -$812K -875 -44%
FFA
2520
Founders Financial Alliance
North Carolina
$1,000K -$116K -125 -10%
SP
2521
Symmetry Partners
Connecticut
$999K +$668K +720 +195%
AIFAIM
2522
American Institute for Advanced Investment Management
Arizona
$999K -$8.35K -9 -0.8%
IA
2523
IFG Advisors
Missouri
$996K – – –
PFSC
2524
Peoples Financial Services Corp
Pennsylvania
$995K – – –
NA
2525
Novus Advisors
South Carolina
$993K +$1.01M +1,084 New
99 100
101
102 103