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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2076
Opinicus Capital
Florida
$1.68M -$57.5K -62 -3%
CA
2077
Crewe Advisors
Utah
$1.68M +$25.1K +27 +1%
SJIM
2078
St. Johns Investment Management
Florida
$1.68M +$21.3K +23 +1%
KIG
2079
Kennedy Investment Group
New Jersey
$1.68M – – –
AIA
2080
Arbor Investment Advisors
North Carolina
$1.68M – – –
RPWA
2081
Regent Peak Wealth Advisors
Georgia
$1.67M +$110K +119 +7%
RCA
2082
Roberts Capital Advisors
Colorado
$1.67M – – –
CBT
2083
Crews Bank & Trust
Florida
$1.67M +$1.69M +1,820 New
GAM
2084
Gould Asset Management
California
$1.67M +$364K +392 +27%
RIA
2085
Richwood Investment Advisors
Ohio
$1.66M +$6.5K +7 +0.4%
CFP
2086
Cascade Financial Partners
California
$1.66M +$4.64K +5 +0.3%
TFA
2087
Toth Financial Advisory
Virginia
$1.66M -$27.8K -30 -2%
SFPG
2088
Stonebridge Financial Planning Group
Florida
$1.66M +$97.4K +105 +6%
PWA
2089
Physician Wealth Advisors
Utah
$1.66M +$928 +1 +0.1%
IWA
2090
Invera Wealth Advisors
Oregon
$1.66M -$126K -136 -7%
HA
2091
Herold Advisors
New York
$1.66M -$200K -216 -11%
APW
2092
Aventura Private Wealth
Florida
$1.66M +$1.68M +1,808 New
TBT
2093
Texas Bank & Trust
Texas
$1.65M +$1.67M +1,804 New
AW
2094
Alteri Wealth
California
$1.65M +$1.67M +1,801 New
CCG
2095
Chatham Capital Group
Georgia
$1.65M +$32.5K +35 +2%
HGWM
2096
Horst & Graben Wealth Management
Oregon
$1.65M +$21.3K +23 +1%
LWA
2097
Lineweaver Wealth Advisors
Ohio
$1.65M -$65.9K -71 -4%
CJ
2098
Caitlin John
Michigan
$1.65M +$45.5K +49 +3%
PIN
2099
Prudent Investors Network
California
$1.65M +$856K +923 +106%
OWA
2100
Octavia Wealth Advisors
Ohio
$1.64M -$2.78K -3 -0.2%
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84
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