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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
Massachusetts Wealth Management
Massachusetts
$2.42M -$4.79K -5 -0.2%
CIA
1802
Cladis Investment Advisory
Montana
$2.42M +$239K +249 +11%
SPFA
1803
Summit Place Financial Advisors
New Jersey
$2.42M +$33.5K +35 +1%
VWM
1804
Vivid Wealth Management
Iowa
$2.41M +$167K +174 +7%
I
1805
INVST
Indiana
$2.4M -$298K -311 -11%
TIA
1806
Tiemann Investment Advisors
California
$2.4M -$14.4K -15 -0.6%
WKWM
1807
Walter & Keenan Wealth Management
Indiana
$2.4M -$14.4K -15 -0.6%
PMSA
1808
Patrick M. Sweeney & Associates
Illinois
$2.4M -$1.92K -2 -0.1%
EB
1809
Emprise Bank
Kansas
$2.4M +$13.4K +14 +0.5%
MG
1810
Marex Group
$2.4M -$45.7M -47,708 -95%
SCI
1811
S&CO Inc
Massachusetts
$2.4M -$5.75K -6 -0.2%
CFP
1812
Catalyst Financial Partners
Massachusetts
$2.38M +$71.9K +75 +3%
MA
1813
MONECO Advisors
Connecticut
$2.38M +$39.3K +41 +2%
GC
1814
Guidance Capital
Kentucky
$2.38M +$127K +133 +5%
XSC
1815
X-Square Capital
Puerto Rico
$2.38M +$23K +24 +0.9%
FWA
1816
FSM Wealth Advisors
Ohio
$2.36M +$143K +149 +6%
BWM
1817
BKM Wealth Management
Wisconsin
$2.36M -$35.5K -37 -1%
OL
1818
Optas LLC
Texas
$2.36M +$69K +72 +3%
EFG
1819
Ethos Financial Group
Pennsylvania
$2.36M -$299K -312 -11%
WIS
1820
Wright Investors Service
Connecticut
$2.36M -$588K -613 -19%
GCP
1821
GSA Capital Partners
United Kingdom
$2.35M -$920K -960 -27%
V
1822
VeraBank
Texas
$2.35M +$87.2K +91 +4%
3F
1823
360 Financial
Minnesota
$2.34M -$10.5K -11 -0.4%
FC
1824
Fjell Capital
North Dakota
$2.34M +$17.3K +18 +0.7%
AB
1825
ANB Bank
Colorado
$2.34M -$55.6K -58 -2%
71 72
73
74 75