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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2151
Summit Wealth Group (Colorado)
Colorado
$1.65M -$22.9K -23 -1%
CM
2152
Capula Management
Cayman Islands
$1.65M -$333K -334 -16%
SFG
2153
Sovereign Financial Group
Connecticut
$1.65M -$50.8K -51 -3%
BCMLT
2154
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.65M -$51.8K -52 -3%
CF
2155
Carlson Financial
Oregon
$1.65M -$183K -184 -9%
TW
2156
Traveka Wealth
California
$1.65M +$24.9K +25 +1%
ICP
2157
Impact Capital Partners
Colorado
$1.65M -$19.9K -20 -1%
BCM
2158
Boltwood Capital Management
California
$1.65M +$41.8K +42 +2%
GAA
2159
Global Assets Advisory
Florida
$1.64M +$318K +319 +22%
CB
2160
Centennial Bank
Arkansas
$1.64M – – –
HWMO
2161
Heritage Wealth Management (Ohio)
Ohio
$1.64M +$4.98K +5 +0.3%
GFP
2162
Guardian Financial Partners
California
$1.63M -$15.9K -16 -0.9%
FFA
2163
Founders Financial Alliance
North Carolina
$1.63M -$40.9K -41 -2%
KMWM
2164
Keudell/Morrison Wealth Management
Oregon
$1.63M -$39.9K -40 -2%
CBT
2165
Crews Bank & Trust
Florida
$1.63M -$34.9K -35 -2%
LCM
2166
Logan Capital Management
Pennsylvania
$1.62M +$1.73M +1,735 New
AIA
2167
Arbor Investment Advisors
North Carolina
$1.62M -$73.7K -74 -4%
DA
2168
Drake & Associates
Wisconsin
$1.62M -$700K -703 -29%
BHBT
2169
Burke & Herbert Bank & Trust
Virginia
$1.62M -$2.99K -3 -0.2%
AWP
2170
Abacus Wealth Partners
California
$1.62M -$79.7K -80 -4%
LCOV
2171
London Company of Virginia
Virginia
$1.62M – – –
BA
2172
Bridgewater Advisors
New York
$1.62M -$89.7K -90 -5%
RMF
2173
Red Mountain Financial
Colorado
$1.62M +$151K +152 +10%
MA
2174
MCF Advisors
Kentucky
$1.61M +$2.99K +3 +0.2%
CVM
2175
Cheviot Value Management
California
$1.61M +$28.9K +29 +2%
85 86
87
88 89