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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
AUA Capital Management
Pennsylvania
$297K – – –
NAM
2027
NTV Asset Management
West Virginia
$297K – – –
WA
2028
Wealthstar Advisors
Texas
$297K +$283K +749 New
CA
2029
Crewe Advisors
Utah
$296K -$93.4K -247 -25%
BIM
2030
Barton Investment Management
Pennsylvania
$296K – – –
TIM
2031
Thompson Investment Management
Wisconsin
$296K +$756 +2 +0.3%
SW
2032
SkyOak Wealth
Michigan
$295K -$75.6K -200 -21%
TI
2033
Truepoint Inc
Ohio
$295K +$4.54K +12 +2%
ACM
2034
Ativo Capital Management
Illinois
$294K -$15.1K -40 -5%
LDB
2035
Lee, Danner & Bass
Tennessee
$294K – – –
SHWM
2036
Silicon Hills Wealth Management
Texas
$294K – – –
MAM
2037
Magellan Asset Management
Australia
$293K +$13.6K +36 +5%
CBTWT
2038
Community Bank & Trust (Waco, Texas)
Texas
$288K -$76.4K -202 -22%
GDP
2039
Great Diamond Partners
Maine
$288K -$4.16K -11 -1%
KFA
2040
Kelleher Financial Advisors
New York
$287K -$79.4K -210 -22%
PP
2041
Pegasus Partners
Wisconsin
$286K – – –
WWP
2042
Waypoint Wealth Partners
California
$285K -$10.2K -27 -4%
AWP
2043
Abacus Wealth Partners
California
$284K -$1.89K -5 -0.7%
VC
2044
Veracity Capital
Georgia
$284K -$2.27K -6 -0.8%
WC
2045
Weil Company
California
$284K – – –
PFM
2046
Peak Financial Management
Massachusetts
$283K -$1.13K -3 -0.4%
PIM
2047
Perpetual Investment Management
Australia
$282K – – –
TLCM
2048
Twin Lakes Capital Management
California
$282K +$4.54K +12 +2%
TA
2049
Trellis Advisors
Washington
$280K -$9.83K -26 -4%
FBA
2050
Front Barnett Associates
Illinois
$280K – – –
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