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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2026
LBMC Investment Advisors
Tennessee
$1.19M +$350K +490 +43%
VV
2027
Verity & Verity
South Carolina
$1.19M – – –
CWM
2028
Centurion Wealth Management
Virginia
$1.19M +$7.14K +10 +0.6%
ACM
2029
Anfield Capital Management
California
$1.19M +$1.16M +1,623 New
SFG
2030
Seamount Financial Group
Colorado
$1.19M +$7.85K +11 +0.7%
PTB
2031
Pioneer Trust Bank
Oregon
$1.19M -$54.3K -76 -4%
ATC
2032
Adirondack Trust Company
New York
$1.19M -$10.7K -15 -0.9%
KA
2033
KLCM Advisors
Wisconsin
$1.19M +$231K +323 +25%
SAW
2034
Signal Advisors Wealth
Michigan
$1.18M +$650K +911 +129%
FPGT
2035
Financial Partners Group (Tennessee)
Tennessee
$1.18M +$1.15M +1,615 New
OC
2036
Oakworth Capital
Alabama
$1.18M – – –
AWE
2037
Avidian Wealth Enterprises
Texas
$1.18M +$270K +378 +31%
FA
2038
Fermata Advisors
California
$1.18M -$662K -927 -37%
NFA
2039
Northern Financial Advisors
Michigan
$1.18M – – –
WWM
2040
Whalen Wealth Management
Nevada
$1.17M – – –
IGGA
2041
Iron Gate Global Advisors
Utah
$1.17M -$15.7K -22 -1%
WCG
2042
Weaver Consulting Group
California
$1.17M -$131K -183 -10%
MCM
2043
Morton Capital Management
California
$1.17M +$21.4K +30 +2%
CRWM
2044
Castle Rock Wealth Management
California
$1.17M +$60K +84 +5%
TPW
2045
Transatlantique Private Wealth
New York
$1.16M +$28.6K +40 +3%
CPA
2046
Cardiff Park Advisors
California
$1.16M +$55K +77 +5%
SCA
2047
Sander Capital Advisors
Washington
$1.16M – – –
LJAC
2048
L.J. Altfest & Co
New York
$1.16M +$38.5K +54 +4%
WA
2049
WP Advisors
California
$1.15M +$1.43K +2 +0.1%
TIM
2050
Tortoise Investment Management
New York
$1.15M -$126K -177 -10%
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