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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2026
Sovereign Financial Group
Connecticut
$1.51M -$67.7K -78 -4%
QWM
2027
Quadcap Wealth Management
Texas
$1.51M +$157K +181 +12%
RPWA
2028
Regent Peak Wealth Advisors
Georgia
$1.51M +$4.34K +5 +0.3%
MWC
2029
MBM Wealth Consultants
Missouri
$1.5M +$85.9K +99 +6%
PWM
2030
Prentice Wealth Management
New York
$1.5M -$62.5K -72 -4%
KCPG
2031
Kavar Capital Partners Group
Kansas
$1.5M – – –
HC
2032
Hara Capital
Washington
$1.5M -$4.34K -5 -0.3%
FCA
2033
FinTrust Capital Advisors
South Carolina
$1.5M +$441K +508 +43%
BSSFA
2034
Baron Silver Stevens Financial Advisors
Florida
$1.49M +$58.1K +67 +4%
GWA
2035
GGM Wealth Advisors
Maryland
$1.49M +$33K +38 +2%
BCMLT
2036
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49M +$40.8K +47 +3%
NFA
2037
Northern Financial Advisors
Michigan
$1.48M +$10.4K +12 +0.7%
DA
2038
Drake & Associates
Wisconsin
$1.47M +$170K +196 +13%
IGGA
2039
Iron Gate Global Advisors
Utah
$1.46M +$21.7K +25 +2%
TWP
2040
Tempus Wealth Planning
California
$1.46M +$157K +181 +12%
MCA
2041
MSH Capital Advisors
Arizona
$1.46M -$38.2K -44 -3%
BWM
2042
Brophy Wealth Management
New Hampshire
$1.46M +$1.43M +1,647 New
MA
2043
Modus Advisors
Minnesota
$1.46M +$261K +301 +22%
OLVIG
2044
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46M -$67.7K -78 -5%
LWM
2045
Lodestone Wealth Management
Washington
$1.46M +$3.47K +4 +0.2%
AWCI
2046
Alpine Woods Capital Investors
New York
$1.45M -$174K -200 -11%
DIP
2047
DT Investment Partners
Pennsylvania
$1.45M +$66.8K +77 +5%
RMF
2048
Red Mountain Financial
Colorado
$1.45M -$37.3K -43 -3%
MCWA
2049
Meadow Creek Wealth Advisors
Georgia
$1.45M -$45.1K -52 -3%
LIA
2050
LBMC Investment Advisors
Tennessee
$1.45M – – –
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