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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2026
Oakworth Capital
Alabama
$1.81M -$26.3K -27 -1%
MFA
2027
Mayflower Financial Advisors
Massachusetts
$1.81M -$6.83K -7 -0.4%
YIH
2028
Y-Intercept (HK)
Hong Kong
$1.81M -$1.81M -1,858 -49%
CNBT
2029
Canandaigua National Bank & Trust
New York
$1.8M +$45.8K +47 +3%
OTPPB
2030
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.8M -$332K -341 -15%
ATS
2031
Ashton Thomas Securities
New York
$1.8M -$12.7K -13 -0.7%
C
2032
Certuity
Florida
$1.8M -$171K -175 -8%
TWP
2033
Tempus Wealth Planning
California
$1.8M +$136K +139 +8%
LAM
2034
L2 Asset Management
Massachusetts
$1.79M +$195K +200 +12%
GPI
2035
General Partner Inc
Pennsylvania
$1.79M – – –
LEA
2036
Legacy Edge Advisors
New York
$1.78M +$48.7K +50 +3%
NWMG
2037
Nicholson Wealth Management Group
South Carolina
$1.78M +$20.5K +21 +1%
BA
2038
Bridgewater Advisors
New York
$1.78M +$1.75M +1,797 New
CB
2039
Chris Bulman
California
$1.77M +$13.7K +14 +0.8%
GAM
2040
Gould Asset Management
California
$1.77M +$48.7K +50 +3%
OFS
2041
Orrstown Financial Services
Pennsylvania
$1.77M -$159K -163 -8%
RLWM
2042
RF&L Wealth Management
Massachusetts
$1.76M – – –
KCPG
2043
Kavar Capital Partners Group
Kansas
$1.76M +$180K +185 +11%
PWM
2044
Pines Wealth Management
North Carolina
$1.76M +$13.7K +14 +0.7%
SIAG
2045
Safeguard Investment Advisory Group
California
$1.76M +$202K +207 +13%
RPWA
2046
Regent Peak Wealth Advisors
Georgia
$1.75M +$32.2K +33 +2%
RWI
2047
Red Wave Investments
Pennsylvania
$1.75M -$25.3K -26 -1%
VDI
2048
Vaughan David Investments
Illinois
$1.75M -$12.7K -13 -0.7%
GM
2049
GeoWealth Management
Illinois
$1.75M -$1.35M -1,386 -43%
CNBTD
2050
Citizens National Bank Trust Department
Mississippi
$1.74M -$15.6K -16 -0.9%
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