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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2026
Aspen Investment Management
Michigan
$279K -$479K -1,376 -63%
VCM
2027
Vigilant Capital Management
Maine
$279K -$22.3K -64 -7%
VWA
2028
Visionary Wealth Advisors
Illinois
$279K +$6.27K +18 +2%
CANC
2029
Culbertson A N & Co
Virginia
$278K – – –
ACM
2030
Ativo Capital Management
Illinois
$276K +$273K +783 New
PCFFS
2031
Pacific Center for Financial Services
California
$275K +$63.4K +182 +30%
WJA
2032
Willis Johnson & Associates
Texas
$275K +$70.3K +202 +35%
LSWM
2033
Lorne Steinberg Wealth Management
Canada
$273K – – –
MCIA
2034
Mountain Capital Investment Advisors
Colorado
$272K +$260K +746 New
PAM
2035
Palisade Asset Management
Minnesota
$270K +$58.8K +169 +28%
CWC
2036
Carolinas Wealth Consulting
North Carolina
$269K -$82.5K -237 -24%
FBT
2037
First Bankers Trust
Kentucky
$268K – – –
AIC
2038
Archer Investment Corporation
Indiana
$266K +$96.4K +277 +58%
PHS
2039
Pekin Hardy Strauss
Illinois
$266K – – –
MW
2040
Marcum Wealth
Ohio
$266K +$263K +755 New
EE
2041
EWG Elevate
California
$265K -$6.45M -18,536 -96%
NAM
2042
NTV Asset Management
West Virginia
$264K -$17.4K -50 -6%
ACM
2043
AUA Capital Management
Pennsylvania
$264K – – –
BIM
2044
Barton Investment Management
Pennsylvania
$264K – – –
TIM
2045
Thompson Investment Management
Wisconsin
$263K – – –
WWP
2046
Waypoint Wealth Partners
California
$263K +$9.4K +27 +4%
GHAM
2047
Gilman Hill Asset Management
Connecticut
$263K +$27.2K +78 +12%
KOMWMG
2048
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$262K -$13.6K -39 -5%
NAG
2049
Northstar Advisory Group
New Jersey
$262K -$2.79K -8 -1%
PP
2050
PDS Planning
Ohio
$262K -$1.39K -4 -0.5%
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