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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1926
St. Clair Advisors
Ohio
$1.75M – – –
FA
1927
Fermata Advisors
California
$1.74M +$9.55K +11 +0.6%
SPW
1928
Sonoma Private Wealth
California
$1.74M -$81.6K -94 -5%
SFG
1929
Seamount Financial Group
Colorado
$1.74M +$387K +446 +29%
KHCM
1930
Kirtland Hills Capital Management
Ohio
$1.74M -$6.08K -7 -0.4%
FAT
1931
First American Trust
California
$1.74M +$245K +282 +17%
IWA
1932
Invera Wealth Advisors
Oregon
$1.73M -$71.2K -82 -4%
WA
1933
WESPAC Advisors
California
$1.73M +$4.34K +5 +0.3%
BCM
1934
Birmingham Capital Management
Alabama
$1.73M – – –
OCM
1935
Orion Capital Management
California
$1.73M – – –
UWPG
1936
Ullmann Wealth Partners Group
Florida
$1.72M +$868 +1 +0.1%
MIS
1937
Morningstar Investment Services
Illinois
$1.72M +$287K +331 +21%
OC
1938
Oakworth Capital
Alabama
$1.72M +$85.9K +99 +5%
CSI
1939
Cross Staff Investments
New York
$1.72M +$73.8K +85 +5%
RWI
1940
Red Wave Investments
Pennsylvania
$1.71M -$61.6K -71 -4%
MFA
1941
Mayflower Financial Advisors
Massachusetts
$1.7M -$2.6K -3 -0.2%
CP
1942
Canopy Partners
Ohio
$1.69M -$7.81K -9 -0.5%
DWM
1943
Dogwood Wealth Management
Kansas
$1.69M +$292K +336 +21%
LA
1944
LM Advisors
California
$1.69M -$3.49M -4,025 -70%
LCM
1945
LCM Capital Management
Illinois
$1.68M +$16.5K +19 +1%
HBW
1946
Hazlett, Burt & Watson
West Virginia
$1.68M +$3.47K +4 +0.2%
CNBT
1947
Canandaigua National Bank & Trust
New York
$1.68M +$64.2K +74 +4%
OC
1948
Opinicus Capital
Florida
$1.68M +$24.3K +28 +1%
AWS
1949
Arkfeld Wealth Strategies
Nebraska
$1.68M +$21.7K +25 +1%
SCM
1950
Stevens Capital Management
Pennsylvania
$1.68M -$397K -457 -19%
76 77
78
79 80