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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
2026
Vaughan David Investments
Illinois
$1.78M +$16.3K +17 +0.9%
PEA
2027
Park Edge Advisors
Ohio
$1.77M -$476K -497 -21%
AIM
2028
Acropolis Investment Management
Missouri
$1.77M +$567K +592 +50%
RIM
2029
Redwood Investment Management
Arizona
$1.77M +$77.6K +81 +4%
MC
2030
Matisse Capital
Oregon
$1.76M -$12.5K -13 -0.7%
SFI
2031
Susquehanna Fundamental Investments
Pennsylvania
$1.76M – – –
GPI
2032
General Partner Inc
Pennsylvania
$1.75M – – –
OFS
2033
Orrstown Financial Services
Pennsylvania
$1.75M +$17.3K +18 +1%
WAOI
2034
Wealth Advisors of Iowa
Iowa
$1.74M -$144K -150 -7%
SJIM
2035
St. Johns Investment Management
Florida
$1.74M +$45K +47 +3%
F4L
2036
Fortune 45 LLC
Louisiana
$1.74M +$150K +157 +9%
CNBT
2037
Canandaigua National Bank & Trust
New York
$1.73M +$4.79K +5 +0.3%
ABC
2038
Associated Banc-Corp
Wisconsin
$1.73M +$145K +151 +9%
TWP
2039
Tempus Wealth Planning
California
$1.73M -$104K -108 -5%
CAM
2040
Costello Asset Management
Pennsylvania
$1.73M – – –
SCG
2041
Sonata Capital Group
Washington
$1.72M -$15.3K -16 -0.9%
CSI
2042
Cross Staff Investments
New York
$1.72M – – –
AWP
2043
Abacus Wealth Partners
California
$1.72M +$13.4K +14 +0.8%
CB
2044
Chris Bulman
California
$1.71M +$8.63K +9 +0.5%
TFA
2045
Toth Financial Advisory
Virginia
$1.71M +$42.2K +44 +2%
MWC
2046
MBM Wealth Consultants
Missouri
$1.71M +$181K +189 +11%
RWI
2047
Red Wave Investments
Pennsylvania
$1.71M -$10.5K -11 -0.6%
EWM
2048
Evermay Wealth Management
Virginia
$1.7M -$6.71K -7 -0.4%
HGWM
2049
Horst & Graben Wealth Management
Oregon
$1.7M +$24K +25 +1%
AWM
2050
Aprio Wealth Management
Georgia
$1.7M +$56.6K +59 +3%
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