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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
2076
Avidian Wealth Enterprises
Texas
$1.64M +$103K +107 +6%
CA
2077
Crewe Advisors
Utah
$1.64M +$58.5K +61 +4%
ICP
2078
Impact Capital Partners
Colorado
$1.64M +$1.92K +2 +0.1%
GWWM
2079
Great Waters Wealth Management
Minnesota
$1.64M +$2.88K +3 +0.2%
HWMO
2080
Heritage Wealth Management (Ohio)
Ohio
$1.64M -$2.88K -3 -0.2%
SFG
2081
Sovereign Financial Group
Connecticut
$1.63M +$21.1K +22 +1%
BOH
2082
Bank of Hawaii
Hawaii
$1.63M +$94.9K +99 +6%
OW
2083
Olistico Wealth
Oklahoma
$1.63M – – –
BSSFA
2084
Baron Silver Stevens Financial Advisors
Florida
$1.63M -$28.8K -30 -2%
OCBCO
2085
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.62M +$113K +118 +7%
CWA
2086
Canvas Wealth Advisors
Kansas
$1.62M +$150K +157 +10%
UCB
2087
United Community Bank
South Carolina
$1.62M +$36.4K +38 +2%
GFP
2088
Guardian Financial Partners
California
$1.61M +$25.9K +27 +2%
CVM
2089
Cheviot Value Management
California
$1.61M +$52.7K +55 +3%
CPBTD
2090
Central Pacific Bank - Trust Division
Hawaii
$1.61M +$19.2K +20 +1%
CPC
2091
Cookson Peirce & Co
Pennsylvania
$1.61M -$41M -42,776 -96%
LCM
2092
Logan Capital Management
Pennsylvania
$1.61M – – –
MI
2093
Motiv8 Investments
Florida
$1.6M +$327K +341 +25%
LCOV
2094
London Company of Virginia
Virginia
$1.6M – – –
CS
2095
Crescent Sterling
Louisiana
$1.6M +$778K +812 +89%
BW
2096
BIP Wealth
Georgia
$1.6M +$369K +385 +29%
CCG
2097
Ceeto Capital Group
Florida
$1.6M – – –
MSAM
2098
Moloney Securities Asset Management
Missouri
$1.6M +$13.4K +14 +0.8%
TWM
2099
Trueblood Wealth Management
Ohio
$1.6M +$60.4K +63 +4%
LNB
2100
Ledyard National Bank
$1.59M -$68.1K -71 -4%
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