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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2026
Laurion Capital Management
New York
$1.92M +$2.04M +2,052 New
KP
2027
Keel Point
Alabama
$1.91M +$135K +135 +7%
SC
2028
Searle & Co
Connecticut
$1.91M -$47.8K -48 -2%
S
2029
SimplyRich
California
$1.91M -$4.98K -5 -0.2%
CWG
2030
Cornerstone Wealth Group
North Carolina
$1.91M -$4.56M -4,581 -69%
AIMA
2031
Ables Iannone Moore & Associates
Georgia
$1.91M – – –
CFP
2032
Cascade Financial Partners
California
$1.91M +$17.9K +18 +0.9%
FCM
2033
Fortis Capital Management
Washington
$1.9M +$3.98K +4 +0.2%
LCM
2034
LCM Capital Management
Illinois
$1.9M +$37.9K +38 +2%
FNT
2035
First Nebraska Trust
Nebraska
$1.89M +$1.99K +2 +0.1%
NL
2036
Navalign LLC
California
$1.89M +$18.9K +19 +0.9%
BWS
2037
Broadway Wealth Solutions
Texas
$1.89M +$2.99K +3 +0.1%
MFA
2038
Mayflower Financial Advisors
Massachusetts
$1.88M -$1.99K -2 -0.1%
PWM
2039
Pines Wealth Management
North Carolina
$1.88M +$59.8K +60 +3%
DI
2040
Disciplined Investors
Texas
$1.87M – – –
PA
2041
PFW Advisors
Georgia
$1.87M -$37.9K -38 -2%
GWM
2042
Greenwich Wealth Management
Connecticut
$1.87M +$649K +651 +48%
ARG
2043
Advisory Resource Group
Oklahoma
$1.87M -$133K -133 -6%
ACA
2044
Arsenal Capital Advisors
Pennsylvania
$1.87M -$84.7K -85 -4%
KIM
2045
Kane Investment Management
California
$1.87M -$49.8K -50 -2%
RIM
2046
Redwood Investment Management
Arizona
$1.87M +$42.8K +43 +2%
WCM
2047
Washburn Capital Management
Florida
$1.87M -$81.7K -82 -4%
GCP
2048
GSA Capital Partners
United Kingdom
$1.87M +$19.9K +20 +1%
MBWA
2049
Marin Bay Wealth Advisors
California
$1.87M -$1.49M -1,495 -43%
AFG
2050
Allegheny Financial Group
Pennsylvania
$1.87M -$15.9K -16 -0.8%
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