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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
2026
Market Street Wealth Management Advisors
Indiana
$1.92M -$192K -193 -9%
OC
2027
Oakworth Capital
Alabama
$1.92M +$32.8K +33 +2%
MS
2028
Maven Securities
Jersey
$1.91M -$1.36M -1,367 -41%
PMIA
2029
Patrick Mauro Investment Advisor
Illinois
$1.91M -$92.4K -93 -3%
BCM
2030
Birmingham Capital Management
Alabama
$1.91M – – –
MFA
2031
Mayflower Financial Advisors
Massachusetts
$1.91M +$19.9K +20 +1%
C
2032
Certuity
Florida
$1.91M +$21.9K +22 +1%
AWMT
2033
AAFMAA Wealth Management & Trust
North Carolina
$1.91M -$131K -132 -6%
GAA
2034
Global Assets Advisory
Florida
$1.91M -$1.22M -1,227 -39%
BSI
2035
Bennett Selby Investments
Maine
$1.91M +$811K +816 +74%
ZIG
2036
Zullo Investment Group
Pennsylvania
$1.91M +$13.9K +14 +0.7%
RFA
2037
Rollins Financial Advisors
New York
$1.9M +$219K +220 +13%
MC
2038
Matisse Capital
Oregon
$1.89M +$106K +107 +6%
VDI
2039
Vaughan David Investments
Illinois
$1.88M +$50.7K +51 +3%
LEA
2040
Legacy Edge Advisors
New York
$1.88M +$13.9K +14 +0.7%
SFI
2041
Susquehanna Fundamental Investments
Pennsylvania
$1.88M -$2.79M -2,804 -60%
OWP
2042
ORG Wealth Partners
Texas
$1.88M -$26.8K -27 -1%
GPI
2043
General Partner Inc
Pennsylvania
$1.87M – – –
MA
2044
Modus Advisors
Minnesota
$1.87M +$72.6K +73 +4%
KW
2045
KWB Wealth
California
$1.87M -$16.9K -17 -0.9%
ATS
2046
Ashton Thomas Securities
New York
$1.87M -$14.9K -15 -0.8%
SCG
2047
Sonata Capital Group
Washington
$1.86M +$97.4K +98 +6%
OFS
2048
Orrstown Financial Services
Pennsylvania
$1.86M +$5.96K +6 +0.3%
CNBT
2049
Canandaigua National Bank & Trust
New York
$1.85M -$37.8K -38 -2%
TBT
2050
Texas Bank & Trust
Texas
$1.85M +$54.7K +55 +3%
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