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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
2026
John W. Brooker & Co
California
$33K – – –
HI
2027
Human Investing
Oregon
$33K +$4.87K +16 +17%
AWM
2028
Avondale Wealth Management
Texas
$32K – – –
ST
2029
Sageworth Trust
Pennsylvania
$32K +$1.82K +6 +6%
C
2030
Cerebellum
California
$32K +$52.3K +172 New
VCM
2031
Versant Capital Management
Arizona
$31K – – –
WIM
2032
Westside Investment Management
California
$30.5K -$6.06M -19,925 -97%
DOA
2033
D'Orazio & Associates
Virginia
$30K – – –
POIA
2034
Pin Oak Investment Advisors
Texas
$30K – – –
SFPG
2035
Stonebridge Financial Planning Group
Florida
$30K +$5.17K +17 +21%
HWM
2036
HighMark Wealth Management
Minnesota
$29K – – –
JGIA
2037
Jackson Grant Investment Advisers
Connecticut
$29K – – –
CWA
2038
Carolina Wealth Advisors
South Carolina
$29K +$608 +2 +2%
CFN
2039
Cordasco Financial Network
Florida
$27K – – –
YAL
2040
Your Advocates Ltd
Texas
$24K -$7.61K -25 -25%
CWM
2041
Cranbrook Wealth Management
Michigan
$24K – – –
IBOK
2042
Independence Bank of Kentucky
Kentucky
$24K +$1.22K +4 +5%
LGWM
2043
Litman Gregory Wealth Management
California
$23K – – –
TCCM
2044
Timber Creek Capital Management
Massachusetts
$22K -$22.8K -75 -50%
LWA
2045
Lowe Wealth Advisors
Maryland
$20K +$4.56K +15 +30%
CAGAS
2046
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
CP
2047
Corbenic Partners
Pennsylvania
$19K – – –
BDWM
2048
Brewin Dolphin Wealth Management
Ireland
$18.2K +$18.3K +60 New
SC
2049
Steph & Co
Wisconsin
$18K -$1.52K -5 -8%
JAM
2050
JCIC Asset Management
Ontario, Canada
$18K – – –
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