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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2126
SevenBridge Financial Group
Pennsylvania
$1.58M +$832K +897 +151%
HCP
2127
Hexagon Capital Partners
Arkansas
$1.58M -$1.86K -2 -0.1%
MA
2128
MJP Associates
Connecticut
$1.58M -$11.1K -12 -0.7%
OW
2129
Olistico Wealth
Oklahoma
$1.57M -$2.78K -3 -0.2%
LFA
2130
Legacy Financial Advisors
Kentucky
$1.57M -$34.3K -37 -2%
ICP
2131
Impact Capital Partners
Colorado
$1.57M +$1.59M +1,718 New
SFG
2132
Sovereign Financial Group
Connecticut
$1.57M +$11.1K +12 +0.7%
SFG
2133
Shum Financial Group
California
$1.57M -$928 -1 -0.1%
ECG
2134
Edge Capital Group
Georgia
$1.57M +$12.5M +13,478 +753%
PGCM
2135
Prescott Group Capital Management
Oklahoma
$1.56M – – –
MWC
2136
MBM Wealth Consultants
Missouri
$1.56M +$22.3K +24 +1%
GA
2137
Guerra Advisors
Florida
$1.56M +$1.58M +1,706 New
MHC
2138
Meyer Handelman Company
New York
$1.56M -$9.28K -10 -0.6%
FIM
2139
Freedom Investment Management
Connecticut
$1.56M -$76.1K -82 -5%
AIA
2140
Allied Investment Advisors
Montana
$1.55M +$471K +508 +43%
PFW
2141
Petros Family Wealth
Minnesota
$1.55M +$1.57M +1,697 New
LAM
2142
L2 Asset Management
Massachusetts
$1.55M +$1.57M +1,694 New
DDPIC
2143
Deroy & Devereaux Private Investment Counsel
Michigan
$1.55M -$52K -56 -3%
SIM
2144
Sentry Investment Management
Wisconsin
$1.55M +$89.1K +96 +6%
HC
2145
Hara Capital
Washington
$1.55M -$1.86K -2 -0.1%
AWP
2146
Ascent Wealth Partners
New York
$1.55M +$1.05M +1,128 +202%
BSSFA
2147
Baron Silver Stevens Financial Advisors
Florida
$1.54M – – –
KW
2148
KWB Wealth
California
$1.54M -$50.1K -54 -3%
HWM
2149
Heirloom Wealth Management
Colorado
$1.54M +$511K +551 +49%
AWC
2150
Abundance Wealth Counselors
Pennsylvania
$1.54M +$88.1K +95 +6%
84 85
86
87 88