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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1376
Cordatus Wealth Management
Pennsylvania
$2.24M -$39.7K -72 -2%
AI
1377
Accredited Investors
Minnesota
$2.24M -$55.2K -100 -2%
DC
1378
DeDora Capital
California
$2.24M +$156K +283 +8%
PFA
1379
Peak Financial Advisors
Colorado
$2.24M -$295K -535 -12%
MPW
1380
Monterey Private Wealth
California
$2.23M +$7.18K +13 +0.3%
IPAM
1381
ICICI Prudential Asset Management
India
$2.23M +$514K +931 +31%
PPW
1382
Parcion Private Wealth
Washington
$2.23M +$523K +947 +32%
ACA
1383
Aspire Capital Advisors
Washington
$2.23M +$29.3K +53 +1%
AA
1384
Altman Advisors
Illinois
$2.23M +$2.18M +3,943 New
OBGC
1385
O'Brien Greene & Co
Pennsylvania
$2.22M – – –
LWMM
1386
Legacy Wealth Management (Mississippi)
Mississippi
$2.22M -$19.3K -35 -0.9%
QPWM
1387
Quadrant Private Wealth Management
Pennsylvania
$2.22M +$4.97K +9 +0.2%
CCMG
1388
Clark Capital Management Group
Pennsylvania
$2.21M +$221K +400 +11%
GWMIA
1389
Global Wealth Management Investment Advisory
Florida
$2.21M +$128K +232 +6%
JIR
1390
James Investment Research
Ohio
$2.2M -$17.7K -32 -0.8%
DFA
1391
Delta Financial Advisors
Louisiana
$2.2M – – –
XSC
1392
X-Square Capital
Puerto Rico
$2.2M – – –
CF
1393
Centaurus Financial
California
$2.2M +$507K +919 +31%
LWM
1394
Ledge Wealth Management
Minnesota
$2.2M +$2.15M +3,888 New
EVM
1395
Evelyn V. Moreno
$2.19M +$455K +825 +27%
OFG
1396
Oxford Financial Group
Indiana
$2.19M -$316K -573 -13%
RL
1397
Retireful LLC
Michigan
$2.19M +$2.14M +3,869 New
OAM
1398
Ostrum Asset Management
France
$2.19M -$1.91M -3,463 -47%
TBC
1399
Ted Buchan & Co
California
$2.18M +$733K +1,328 +52%
CB
1400
Cadence Bank
Mississippi
$2.18M +$13.8K +25 +0.7%
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