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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2901
Lantern Wealth Advisors
New York
$732K -$7.97K -8 -1%
BCP
2902
Berkeley Capital Partners
Georgia
$731K +$13K +13 +2%
SIA
2903
SGL Investment Advisors
Montana
$731K -$235K -236 -24%
HIS
2904
Horizon Investment Services
Indiana
$731K -$3.98K -4 -0.5%
GKIM
2905
GW&K Investment Management
Massachusetts
$730K +$201K +202 +35%
PW
2906
PUREfi Wealth
Massachusetts
$730K +$24.9K +25 +3%
FFG
2907
Fiduciary Financial Group
California
$730K +$66.8K +67 +9%
CST
2908
Charles Schwab Trust
Nevada
$730K – – –
FPH
2909
Financial Planning Hawaii
Hawaii
$729K -$5.98K -6 -0.8%
STA
2910
Shade Tree Advisors
New York
$729K -$34.9K -35 -4%
EIA
2911
Edgemoor Investment Advisors
Maryland
$728K -$6.97K -7 -0.9%
KCM
2912
KRS Capital Management
Michigan
$728K +$12K +12 +2%
WWG
2913
West Wealth Group
California
$728K +$66.8K +67 +9%
TDB
2914
Thompson David Blair
$727K -$28.9K -29 -4%
IPAM
2915
Investment Partners Asset Management
New Jersey
$727K -$1.99K -2 -0.3%
TFIPS
2916
Towarzystwo Funduszy Inwestycyjnych PZU SA
$727K +$69.7K +70 +10%
SPF
2917
South Plains Financial
Texas
$727K -$11K -11 -1%
CPWL
2918
Coquina Private Wealth LLC
Florida
$725K -$65.8K -66 -8%
DKCM
2919
Davidson Kahn Capital Management
California
$723K +$188K +189 +32%
1W
2920
1776 Wealth
Georgia
$723K – – –
FDW
2921
Fourth Dimension Wealth
Ohio
$723K +$328K +329 +74%
TPCM
2922
Templeton & Phillips Capital Management
Tennessee
$721K – – –
IF
2923
Intrua Financial
Texas
$721K +$80.7K +81 +12%
SMC
2924
Smith, Moore & Co
Missouri
$721K -$167K -168 -18%
EFMC
2925
Empire Financial Management Company
New York
$720K – – –
115 116
117
118 119