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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2101
Curated Wealth Partners
California
$250K – – –
GKFF
2102
George Kaiser Family Foundation
Oklahoma
$250K – – –
CA
2103
Callahan Advisors
Texas
$249K -$14K -37 -6%
S
2104
Surevest
California
$249K +$378 +1 +0.2%
SCA
2105
Stonebridge Capital Advisors
Minnesota
$248K -$9.07K -24 -4%
BWM
2106
BCS Wealth Management
Tennessee
$247K -$24.6K -65 -9%
WCG
2107
Weaver Consulting Group
California
$247K +$236K +624 New
GWM
2108
Gitterman Wealth Management
New Jersey
$246K – – –
HHRDM
2109
H&H Retirement Design & Management
Nevada
$245K – – –
WP
2110
WealthShield Partners
North Carolina
$245K +$59.4K +157 +34%
CCG
2111
Chatham Capital Group
Georgia
$245K +$234K +618 New
OWA
2112
Octavia Wealth Advisors
Ohio
$245K +$234K +620 New
SWAG
2113
Spectrum Wealth Advisory Group
California
$244K +$233K +617 New
ODIJL
2114
One Day In July LLC
Vermont
$243K +$14K +37 +6%
AWG
2115
Altus Wealth Group
Colorado
$242K – – –
MFG
2116
Magnus Financial Group
New York
$242K +$231K +611 New
BAM
2117
Baldrige Asset Management
Pennsylvania
$242K +$231K +612 New
HCM
2118
HMS Capital Management
Tennessee
$242K +$231K +612 New
SFFS
2119
Stonehage Fleming Financial Services
Jersey
$241K – – –
SICM
2120
Sustainable Insight Capital Management
New York
$241K +$12.5K +33 +6%
SWA
2121
Sutton Wealth Advisors
Florida
$239K +$12.1K +32 +6%
PHS
2122
Pekin Hardy Strauss
Illinois
$239K -$56.7K -150 -20%
KIC
2123
Kensington Investment Counsel
California
$239K – – –
XF
2124
XML Financial
Maryland
$239K +$378 +1 +0.2%
FG
2125
Foster Group
Iowa
$239K +$228K +603 New
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