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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1201
Apollon Financial
South Carolina
$5.67M +$1.32M +1,424 +30%
LTI
1202
Laffer Tengler Investments
Tennessee
$5.66M +$714K +769 +14%
HGERS
1203
Householder Group Estate & Retirement Specialist
Arizona
$5.64M -$3.73M -4,020 -39%
FLI
1204
Family Legacy Inc
South Carolina
$5.64M +$3.71K +4 +0.1%
ACA
1205
Atlas Capital Advisors
Wyoming
$5.63M +$5.15M +5,550 +931%
SWP
1206
Sagespring Wealth Partners
Tennessee
$5.63M +$5.7M +6,141 New
SFG
1207
Snider Financial Group
Washington
$5.61M +$1.25M +1,342 +28%
CLA
1208
Carnegie Lake Advisors
New Jersey
$5.61M – – –
AC
1209
Arjuna Capital
North Carolina
$5.61M -$95.6K -103 -2%
AIM
1210
Alhambra Investment Management
Florida
$5.58M -$18.6K -20 -0.3%
GPFA
1211
Game Plan Financial Advisors
Ohio
$5.55M -$61.2K -66 -1%
NHT
1212
New Hampshire Trust
New Hampshire
$5.55M +$60.3K +65 +1%
SW
1213
StrongBox Wealth
Missouri
$5.55M +$79.8K +86 +1%
OIA
1214
Optimum Investment Advisors
Illinois
$5.54M -$223K -240 -4%
PCG
1215
PFC Capital Group
California
$5.53M -$167K -180 -3%
FCM
1216
Fortis Capital Management
Washington
$5.52M +$81.7K +88 +1%
PWM
1217
Palumbo Wealth Management
New York
$5.51M +$325K +350 +6%
SC
1218
Syon Capital
California
$5.51M -$220K -237 -4%
AIC
1219
Argus Investors Counsel
New York
$5.5M -$240K -259 -4%
BIA
1220
Beacon Investment Advisors
Maryland
$5.5M -$928 -1 -0%
CAWM
1221
Capital Advisors Wealth Management
Washington
$5.49M – – –
SVWAG
1222
Sound View Wealth Advisors Group
Georgia
$5.49M -$111K -120 -2%
SF
1223
Symphony Financial
Texas
$5.48M -$1.08M -1,169 -17%
ST
1224
Somerset Trust
Pennsylvania
$5.46M -$272K -293 -5%
SSWM
1225
Strait & Sound Wealth Management
California
$5.46M +$187K +201 +3%
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