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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
2026
Advisory Resource Group
Oklahoma
$1.87M -$133K -133 -6%
ACA
2027
Arsenal Capital Advisors
Pennsylvania
$1.87M -$84.7K -85 -4%
KIM
2028
Kane Investment Management
California
$1.87M -$49.8K -50 -2%
RIM
2029
Redwood Investment Management
Arizona
$1.87M +$42.8K +43 +2%
WCM
2030
Washburn Capital Management
Florida
$1.87M -$81.7K -82 -4%
GCP
2031
GSA Capital Partners
United Kingdom
$1.87M +$19.9K +20 +1%
MBWA
2032
Marin Bay Wealth Advisors
California
$1.87M -$1.49M -1,495 -43%
AFG
2033
Allegheny Financial Group
Pennsylvania
$1.87M -$15.9K -16 -0.8%
RI
2034
Ruggiero Investments
Florida
$1.87M -$508K -510 -20%
SICM
2035
Sustainable Insight Capital Management
New York
$1.87M -$2.15M -2,160 -52%
I
2036
INVST
Indiana
$1.87M -$40.9K -41 -2%
FMLI
2037
Fukoku Mutual Life Insurance
Japan
$1.86M +$377K +378 +23%
EFG
2038
Everest Financial Group
Minnesota
$1.86M +$20.9K +21 +1%
SP
2039
SmartHarvest Portfolios
Washington
$1.85M +$37.9K +38 +2%
SCA
2040
St. Clair Advisors
Ohio
$1.85M – – –
FWA
2041
FSM Wealth Advisors
Ohio
$1.84M +$138K +139 +8%
TWP
2042
Tempus Wealth Planning
California
$1.84M -$21.9K -22 -1%
VDI
2043
Vaughan David Investments
Illinois
$1.84M +$108K +108 +6%
BBA
2044
Baader Bank Aktiengesellschaft
Germany
$1.84M +$1.51M +1,519 +337%
BWM
2045
BKM Wealth Management
Wisconsin
$1.84M +$64.8K +65 +3%
CWA
2046
Clarus Wealth Advisors
Arizona
$1.84M +$196K +197 +11%
MHIC
2047
Marble Harbor Investment Counsel
Massachusetts
$1.84M +$66.8K +67 +4%
VEM
2048
Vann Equity Management
Texas
$1.84M +$35.9K +36 +2%
NPF
2049
Norris Perne & French
Michigan
$1.83M -$9.96K -10 -0.5%
GAM
2050
Gould Asset Management
California
$1.83M -$27.9K -28 -1%
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