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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2026
Welch Group
Alabama
$2.02M -$250K -257 -11%
MC
2027
Machina Capital
France
$2.02M +$1.97M +2,023 New
FNT
2028
First Nebraska Trust
Nebraska
$2.01M +$68.2K +70 +4%
CFP
2029
Cascade Financial Partners
California
$2.01M +$18.5K +19 +0.9%
CC
2030
Clearwave Capital
California
$2.01M +$55.5K +57 +3%
DAM
2031
Directional Asset Management
Illinois
$2.01M +$1.95K +2 +0.1%
BWS
2032
Broadway Wealth Solutions
Texas
$2.01M +$11.7K +12 +0.6%
AFG
2033
Allegheny Financial Group
Pennsylvania
$2M +$5.85K +6 +0.3%
MFA
2034
Mayflower Financial Advisors
Massachusetts
$2M +$44.8K +46 +2%
LEA
2035
Legacy Edge Advisors
New York
$2M -$7.8K -8 -0.4%
C
2036
Certuity
Florida
$2M -$2.54M -2,609 -56%
PWAM
2037
Pinnacle West Asset Management
Wyoming
$2M – – –
MFG
2038
Midwest Financial Group
Kansas
$2M +$14.6K +15 +0.8%
LWA
2039
Lineweaver Wealth Advisors
Ohio
$2M -$256K -263 -12%
DI
2040
Disciplined Investors
Texas
$1.99M +$1.95K +2 +0.1%
NL
2041
Navalign LLC
California
$1.99M +$49.7K +51 +3%
PP
2042
PDT Partners
New York
$1.99M +$1.95M +2,000 New
FAT
2043
First American Trust
California
$1.99M +$65.3K +67 +3%
GCM
2044
G2 Capital Management
Ohio
$1.99M +$1.52M +1,559 +356%
JF
2045
JSF Financial
California
$1.99M -$45.8K -47 -2%
TWP
2046
Tempus Wealth Planning
California
$1.99M +$65.3K +67 +3%
AWS
2047
Arkfeld Wealth Strategies
Nebraska
$1.98M +$171K +175 +10%
LCM
2048
LCM Capital Management
Illinois
$1.98M +$27.3K +28 +1%
SFG
2049
Strive Financial Group
Indiana
$1.98M -$111K -114 -5%
GAM
2050
Gould Asset Management
California
$1.98M +$22.4K +23 +1%
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