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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Connecticut Wealth Management
Connecticut
$7.72M +$151K +155 +2%
VVP
1027
Venture Visionary Partners
Ohio
$7.72M +$295K +303 +4%
CCG
1028
Cypress Capital Group
Florida
$7.68M -$193K -198 -2%
CCFCSB
1029
Cape Cod Five Cents Savings Bank
Massachusetts
$7.66M – – –
KWM
1030
Kingsman Wealth Management
Florida
$7.66M +$7.89M +8,096 New
ZCI
1031
Zevenbergen Capital Investments
Washington
$7.66M -$146K -150 -2%
BSA
1032
Bull Street Advisors
Georgia
$7.64M -$9.75K -10 -0.1%
DEA
1033
DoubleLine ETF Adviser
Florida
$7.63M -$2.47M -2,533 -24%
WCM
1034
Weik Capital Management
Pennsylvania
$7.62M -$812K -833 -9%
WAC
1035
William Allan Corp
Colorado
$7.6M -$60.4K -62 -0.8%
SW
1036
SteelPeak Wealth
California
$7.6M -$198K -203 -2%
CPWA
1037
Cerro Pacific Wealth Advisors
California
$7.59M +$116K +119 +1%
PFA
1038
Pure Financial Advisors
California
$7.59M +$1.58M +1,625 +25%
AAM
1039
Auxier Asset Management
Oregon
$7.56M +$475K +487 +6%
PBF
1040
Petix & Botte Financial
California
$7.5M – – –
CIA
1041
Covington Investment Advisors
Pennsylvania
$7.5M -$434K -445 -5%
MWM
1042
Modern Wealth Management
Kansas
$7.48M +$487K +500 +7%
LPT
1043
Legacy Private Trust
Wisconsin
$7.48M -$529K -543 -6%
RIP
1044
RAM Investment Partners
Washington
$7.48M -$552K -566 -7%
CW
1045
CreativeOne Wealth
Kansas
$7.47M +$1.29M +1,321 +20%
HWA
1046
HCR Wealth Advisors
California
$7.45M -$85.8K -88 -1%
LSPW
1047
Lake Street Private Wealth
Illinois
$7.45M +$331K +339 +4%
MSA
1048
MUFG Securities Americas
New York
$7.43M +$1.28M +1,315 +20%
FB
1049
Fulton Bank
Pennsylvania
$7.39M -$130K -133 -2%
TS
1050
Triglav Skladi
Slovenia
$7.38M +$97.5K +100 +1%
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