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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Centric Wealth Management
Illinois
$1.41M +$3.12K +4 +0.2%
NFA
2027
Northern Financial Advisors
Michigan
$1.41M +$42.1K +54 +3%
1IA
2028
1834 Investment Advisors
Wisconsin
$1.41M -$38.2K -49 -3%
OWA
2029
Octavia Wealth Advisors
Ohio
$1.41M +$101K +129 +8%
FCAS
2030
First Command Advisory Services
Texas
$1.4M -$62.4K -80 -5%
CRWM
2031
Castle Rock Wealth Management
California
$1.4M +$34.3K +44 +3%
WH
2032
Wallace Hart
Kentucky
$1.4M +$314K +402 +32%
GWA
2033
GGM Wealth Advisors
Maryland
$1.4M -$93.6K -120 -7%
LWM
2034
Lodestone Wealth Management
Washington
$1.39M +$64K +82 +5%
GAM
2035
Gould Asset Management
California
$1.39M – – –
TFF
2036
The Family Firm
Maryland
$1.39M +$780 +1 +0.1%
LIA
2037
LBMC Investment Advisors
Tennessee
$1.39M – – –
BCMLT
2038
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.38M -$3.9K -5 -0.3%
IGGA
2039
Iron Gate Global Advisors
Utah
$1.38M +$7.02K +9 +0.6%
HTHT
2040
Hemenway Trust Hemenway Trust
New Hampshire
$1.38M -$8.58K -11 -0.7%
VFA
2041
Voya Financial Advisors
Connecticut
$1.38M -$20.3K -26 -2%
PTB
2042
Pioneer Trust Bank
Oregon
$1.38M – – –
BSSFA
2043
Baron Silver Stevens Financial Advisors
Florida
$1.38M +$213K +273 +20%
ATC
2044
Adirondack Trust Company
New York
$1.37M -$3.12K -4 -0.2%
MIS
2045
Morningstar Investment Services
Illinois
$1.37M +$321K +411 +34%
TIA
2046
Traphagen Investment Advisors
New Jersey
$1.37M -$27.3K -35 -2%
FCG
2047
Fielder Capital Group
Tennessee
$1.37M +$32.8K +42 +3%
LJAC
2048
L.J. Altfest & Co
New York
$1.36M +$21.1K +27 +2%
BOH
2049
Bank of Hawaii
Hawaii
$1.36M -$28.9K -37 -2%
IPWA
2050
International Private Wealth Advisors
California
$1.36M +$29.7K +38 +2%
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