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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1826
Curran Financial Partners
South Carolina
$2.28M -$13.6K -15 -0.6%
CIM
1827
CIM Investment Management
Pennsylvania
$2.28M – – –
TTIC
1828
Tower Trust & Investment Company
Iowa
$2.28M -$35.3K -39 -1%
NS
1829
NBC Securities
Alabama
$2.27M -$317K -350 -12%
AI
1830
Accredited Investors
Minnesota
$2.27M +$129K +142 +6%
SWM
1831
Sandro Wealth Management
New Jersey
$2.27M +$2.39M +2,632 New
WC
1832
Waterloo Capital
Texas
$2.27M -$16.3K -18 -0.7%
FHWM
1833
Fox Hill Wealth Management
Massachusetts
$2.27M -$738K -814 -24%
PWMG
1834
Prestige Wealth Management Group
New Jersey
$2.27M -$160K -177 -6%
AG
1835
AlTi Global
New York
$2.26M -$939K -1,036 -28%
FWM
1836
Forza Wealth Management
Florida
$2.26M -$12.7K -14 -0.5%
LIM
1837
Leavell Investment Management
Alabama
$2.25M -$598K -660 -20%
IAS
1838
Investment Advisory Services
Texas
$2.25M -$15.4K -17 -0.6%
XSC
1839
X-Square Capital
Puerto Rico
$2.25M +$43.5K +48 +2%
MA
1840
MONECO Advisors
Connecticut
$2.25M +$32.6K +36 +1%
CHAM
1841
Clear Harbor Asset Management
Connecticut
$2.24M +$233K +257 +11%
USWG
1842
U.S. Wealth Group
New York
$2.24M -$39K -43 -2%
EB
1843
Emprise Bank
Kansas
$2.23M -$906 -1 -0%
TIA
1844
Tiemann Investment Advisors
California
$2.23M -$7.25K -8 -0.3%
DP
1845
Denver PWM
Colorado
$2.23M – – –
PMSA
1846
Patrick M. Sweeney & Associates
Illinois
$2.23M -$9.97K -11 -0.4%
BB
1847
Busey Bank
Illinois
$2.22M -$64.3K -71 -3%
MWM
1848
Massachusetts Wealth Management
Massachusetts
$2.22M -$38.1K -42 -2%
SCI
1849
S&CO Inc
Massachusetts
$2.22M -$11.8K -13 -0.5%
WKWM
1850
Walter & Keenan Wealth Management
Indiana
$2.22M -$19.9K -22 -0.8%
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