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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Challenger Wealth Management
California
$2.19M -$49.8K -50 -2%
UWM
1927
Urban Wealth Management
California
$2.19M +$75.7K +76 +3%
OCM
1928
Orion Capital Management
California
$2.19M -$11K -11 -0.5%
AB
1929
ANB Bank
Colorado
$2.18M -$69.7K -70 -3%
DWM
1930
Drive Wealth Management
Utah
$2.18M +$56.8K +57 +3%
PL
1931
Perpetual Ltd
Australia
$2.18M -$9.96K -10 -0.4%
ABC
1932
Associated Banc-Corp
Wisconsin
$2.17M +$289K +290 +14%
MCM
1933
Mainstream Capital Management
California
$2.17M -$4.98K -5 -0.2%
EWA
1934
Encompass Wealth Advisors
Oregon
$2.17M +$996 +1 +0%
USB
1935
Union Savings Bank
Connecticut
$2.17M -$36.9K -37 -2%
PHWA
1936
Petersen Hastings Wealth Advisors
Washington
$2.17M -$7.97K -8 -0.3%
MWC
1937
MBM Wealth Consultants
Missouri
$2.16M +$258K +259 +13%
IA
1938
IFG Advisory
Georgia
$2.16M +$2.3M +2,305 New
SSI
1939
Scott & Selber Inc
Texas
$2.15M -$2.99K -3 -0.1%
SW
1940
SkyOak Wealth
Michigan
$2.14M +$207K +208 +10%
GLLW
1941
Graves Light Lenhart Wealth
Virginia
$2.14M -$35.9K -36 -2%
APG
1942
Abacus Planning Group
South Carolina
$2.14M +$37.9K +38 +2%
CFP
1943
Comprehensive Financial Planning
Pennsylvania
$2.13M -$26.9K -27 -1%
DCM
1944
Dudley Capital Management
Virginia
$2.13M – – –
IC
1945
IKE Capital
New York
$2.12M -$166K -167 -7%
EFP
1946
Elser Financial Planning
Indiana
$2.12M -$151K -152 -6%
MI
1947
Markowski Investments
Florida
$2.12M +$2.26M +2,265 New
IAMOG
1948
Investors Asset Management of Georgia
Georgia
$2.11M -$9.96K -10 -0.4%
TCM
1949
Tufton Capital Management
Maryland
$2.11M +$9.96K +10 +0.4%
AWA
1950
ARQ Wealth Advisors
Arizona
$2.11M +$4.98K +5 +0.2%
76 77
78
79 80