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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2026
St. Clair Advisors
Ohio
$1.81M – – –
BW
2027
Bison Wealth
Georgia
$1.81M -$380K -409 -17%
ISL
2028
Ingalls & Snyder LLC
New York
$1.8M +$236K +254 +15%
EW
2029
Evoke Wealth
California
$1.8M +$182K +196 +11%
PWM
2030
Pines Wealth Management
North Carolina
$1.8M +$1.78M +1,918 New
LSA
2031
Leonteq Securities AG
Switzerland
$1.79M +$713K +768 +65%
1M
2032
1248 Management
Missouri
$1.79M +$1.82M +1,957 New
RZH
2033
Relyea Zuckerberg Hanson
Connecticut
$1.79M +$73.3K +79 +4%
BCM
2034
Birmingham Capital Management
Alabama
$1.79M – – –
WC
2035
Waterloo Capital
Texas
$1.79M -$137K -148 -7%
PCP
2036
Panoramic Capital Partners
Oregon
$1.78M +$1.81M +1,946 New
LCS
2037
Levin Capital Strategies
New York
$1.78M +$393K +424 +28%
OC
2038
Oakworth Capital
Alabama
$1.77M -$928 -1 -0.1%
MFG
2039
MidWestOne Financial Group
Iowa
$1.77M -$110K -119 -6%
PIM
2040
Pullen Investment Management
Florida
$1.77M -$38K -41 -2%
WA
2041
WESPAC Advisors
California
$1.77M -$18.6K -20 -1%
LSIA
2042
LaSalle St. Investment Advisors
Illinois
$1.77M +$329K +355 +22%
NFC
2043
Northstar Financial Companies
Pennsylvania
$1.77M +$1.79M +1,932 New
WG
2044
Welch Group
Alabama
$1.76M +$51K +55 +3%
MFA
2045
Mayflower Financial Advisors
Massachusetts
$1.76M +$2.78K +3 +0.2%
AWS
2046
Arkfeld Wealth Strategies
Nebraska
$1.75M +$928 +1 +0.1%
ATS
2047
Ashton Thomas Securities
New York
$1.75M +$69.6K +75 +4%
CFO
2048
CVA Family Office
Colorado
$1.75M +$76.1K +82 +4%
CSI
2049
Cross Staff Investments
New York
$1.75M -$23.2K -25 -1%
BPC
2050
Bearing Point Capital
Minnesota
$1.75M +$1.77M +1,909 New
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