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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
WP Advisors
California
$1.04M +$8.3K +14 +0.9%
LWM
2027
Lodestone Wealth Management
Washington
$1.04M +$391K +659 +72%
FOA
2028
Five Oceans Advisors
California
$1.04M -$29K -49 -3%
C
2029
Certuity
Florida
$1.04M +$93.1K +157 +11%
TCB
2030
Texas Capital Bancshares
Texas
$1.03M -$80.6K -136 -8%
AC
2031
Allstate Corporation
Illinois
$1.03M -$50.4K -85 -5%
MCM
2032
Morton Capital Management
California
$1.03M +$8.89K +15 +1%
SA
2033
Skyline Advisors
Washington
$1.03M +$924K +1,559 New
BWM
2034
Biltmore Wealth Management
Arizona
$1.03M +$1.19K +2 +0.1%
RAG
2035
RIA Advisory Group
Iowa
$1.03M +$923K +1,557 New
LAM
2036
LifePro Asset Management
California
$1.03M +$921K +1,554 New
OMC
2037
Overbrook Management Corp
New York
$1.03M +$115K +194 +14%
JSW
2038
Journey Strategic Wealth
New Jersey
$1.02M +$202K +341 +28%
TPW
2039
Transatlantique Private Wealth
New York
$1.02M -$12.4K -21 -1%
CSWG
2040
Cardinal Strategic Wealth Guidance
Kentucky
$1.02M – – –
RIA
2041
Richwood Investment Advisors
Ohio
$1.02M -$14.8K -25 -2%
1W
2042
1776 Wealth
Georgia
$1.02M – – –
SIAG
2043
Signet Investment Advisory Group
Rhode Island
$1.01M -$14.2K -24 -2%
SWM
2044
Silverlake Wealth Management
Vermont
$1.01M -$5.93K -10 -0.7%
LJAC
2045
L.J. Altfest & Co
New York
$1.01M +$95.4K +161 +12%
CAP
2046
Columbia Advisory Partners
Washington
$1M -$14.8K -25 -2%
HPM
2047
Hoxton Planning & Management
West Virginia
$1M -$25.5K -43 -3%
SAM
2048
Sompo Asset Management
Japan
$1M -$130K -220 -13%
WCM
2049
Winthrop Capital Management
Indiana
$1M +$899K +1,517 New
SJIM
2050
St. Johns Investment Management
Florida
$1M +$55.1K +93 +7%
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