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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
1676
Infusive Asset Management
New York
$2.49M +$2.43M +2,804 New
LWL
1677
Leo Wealth LLC
Texas
$2.48M -$476K -549 -16%
CM
1678
Castleark Management
Illinois
$2.48M – – –
CFP
1679
Curran Financial Partners
South Carolina
$2.48M +$33K +38 +1%
CWM
1680
Compass Wealth Management
Connecticut
$2.48M -$59K -68 -2%
AO
1681
Advisor OS
Illinois
$2.47M +$135K +155 +6%
WCM
1682
Whitener Capital Management
North Carolina
$2.47M -$391K -450 -14%
CHAM
1683
Clear Harbor Asset Management
Connecticut
$2.47M – – –
CA
1684
Claro Advisors
Massachusetts
$2.46M +$430K +495 +22%
VWA
1685
Visionary Wealth Advisors
Illinois
$2.46M +$2.6K +3 +0.1%
AFS
1686
Aft Forsyth & Sober
Florida
$2.46M – – –
TCM
1687
Traynor Capital Management
Pennsylvania
$2.46M +$349K +402 +17%
NBT
1688
Northwest Bank & Trust
Iowa
$2.46M -$8.68K -10 -0.4%
CCA
1689
Criterion Capital Advisors
Tennessee
$2.45M – – –
JFGIW
1690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.45M -$643K -741 -21%
CC
1691
Callan Capital
California
$2.45M +$476K +548 +25%
MWA
1692
Midland Wealth Advisors
Illinois
$2.45M -$156K -180 -6%
PPWM
1693
Perissos Private Wealth Management
Oklahoma
$2.45M +$134K +154 +6%
WIC
1694
Wilkins Investment Counsel
Massachusetts
$2.45M – – –
TWM
1695
Tradition Wealth Management
Minnesota
$2.44M +$80.7K +93 +3%
MWM
1696
Massachusetts Wealth Management
Massachusetts
$2.44M -$34.7K -40 -1%
AWA
1697
Aaron Wealth Advisors
Illinois
$2.44M +$312K +359 +15%
SIA
1698
Soltis Investment Advisors
Utah
$2.44M +$254K +293 +12%
TPCW
1699
TD Private Client Wealth
New York
$2.44M -$391K -450 -14%
PFP
1700
Paragon Financial Partners
California
$2.43M – – –
66 67
68
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