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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
2026
Oak Harvest Investment Services
Texas
$564K +$622K +1,195 New
SFG
2027
StrategIQ Financial Group
Indiana
$563K – – –
TFM
2028
TFC Financial Management
Massachusetts
$563K +$260K +500 +72%
NIC
2029
Northwest Investment Counselors
Oregon
$560K – – –
LFG
2030
Larson Financial Group
Missouri
$560K +$18.2K +35 +3%
CFG
2031
CKW Financial Group
Hawaii
$556K – – –
MW
2032
MBL Wealth
North Carolina
$555K -$520 -1 -0.1%
LIA
2033
LBMC Investment Advisors
Tennessee
$555K – – –
BIA
2034
Bigelow Investment Advisors
Maine
$554K – – –
CPA
2035
Court Place Advisors
Maryland
$553K – – –
LDFR
2036
Lehman & Derafelo Financial Resources
Pennsylvania
$551K – – –
NA
2037
Nottingham Advisors
New York
$547K – – –
SICM
2038
Sustainable Insight Capital Management
New York
$545K +$98.8K +190 +20%
MWM
2039
Mascoma Wealth Management
New Hampshire
$543K +$520 +1 +0.1%
FTA
2040
Financial & Tax Architects
Missouri
$542K -$123K -236 -17%
AWA
2041
Alaska Wealth Advisors
Alaska
$540K +$65.5K +126 +12%
SSW
2042
Smith Shellnut Wilson
Mississippi
$539K – – –
SCA
2043
Sander Capital Advisors
Washington
$539K +$82.7K +159 +16%
SAM
2044
Summit Asset Management
Tennessee
$537K +$4.16K +8 +0.7%
BWA
2045
Bordeaux Wealth Advisors
California
$536K +$590K +1,134 New
GCP
2046
GSA Capital Partners
United Kingdom
$536K +$590K +1,135 New
WPC
2047
Waters Parkerson & Co
Louisiana
$535K – – –
AWM
2048
Affinity Wealth Management
Delaware
$534K -$29.6K -57 -5%
GF
2049
Gries Financial
Ohio
$534K -$4.16K -8 -0.7%
SP
2050
Successful Portfolios
Florida
$534K -$3.64K -7 -0.6%
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