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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LFGH
2026
Lee Financial Group Hawaii
Hawaii
$597K -$75.7K -155 -11%
MWP
2027
Madison Wealth Partners
Wisconsin
$596K +$4.4K +9 +0.7%
LWANC
2028
Laurel Wealth Advisors (North Carolina)
North Carolina
$595K -$73.3K -150 -10%
SC
2029
Scholtz & Company
Connecticut
$595K +$637K +1,303 New
EWM
2030
Endurance Wealth Management
Rhode Island
$593K +$13.2K +27 +2%
CIS
2031
Continental Investors Services
Washington
$593K +$489 +1 +0.1%
BEW
2032
Burton Enright Welch
California
$590K +$14.2K +29 +2%
CFS
2033
CRA Financial Services
New Jersey
$590K -$9.29K -19 -1%
GL
2034
Graypoint LLC
New York
$590K -$216K -443 -26%
SP
2035
Successful Portfolios
Florida
$590K +$79.7K +163 +14%
SGK
2036
Steigerwald Gordon & Koch
Virginia
$590K -$115K -235 -15%
AWM
2037
Activest Wealth Management
Florida
$589K +$45.4K +93 +8%
PWA
2038
Providence Wealth Advisors
Illinois
$589K – – –
HT
2039
HighTower Trust
Texas
$589K – – –
WWM
2040
Windsor Wealth Management
Indiana
$587K -$2.44K -5 -0.4%
ZIMP
2041
Zimmermann Investment Management & Planning
Pennsylvania
$587K -$51.8K -106 -8%
SIM
2042
SSI Investment Management
California
$583K – – –
WWC
2043
Waypoint Wealth Counsel
Georgia
$582K +$624K +1,276 New
CAN
2044
Claraphi Advisory Network
United States
$581K +$622K +1,272 New
CWA
2045
Clearview Wealth Advisors
Oregon
$580K -$9.29K -19 -1%
FNT
2046
First Nebraska Trust
Nebraska
$580K +$2.93K +6 +0.5%
CF
2047
Copperwynd Financial
Arizona
$579K +$345K +705 +125%
HHAA
2048
Henry H. Armstrong Associates
Pennsylvania
$578K -$9.77K -20 -2%
BMCM
2049
Bryn Mawr Capital Management
Pennsylvania
$576K +$617K +1,262 New
BWM
2050
BerganKDV Wealth Management
Minnesota
$576K +$165K +337 +36%
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