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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2176
Octavia Wealth Advisors
Ohio
$1.57M -$73.6K -74 -4%
SP
2177
Stonebrook Private
Michigan
$1.56M +$19.9K +20 +1%
LWM
2178
Lodestone Wealth Management
Washington
$1.56M -$75.5K -76 -5%
AIA
2179
Allied Investment Advisors
Montana
$1.56M +$44.7K +45 +3%
HAS
2180
HBW Advisory Services
California
$1.56M +$149K +150 +11%
FFS
2181
Flavin Financial Services
Florida
$1.56M -$9.94K -10 -0.6%
CPRC
2182
Consolidated Portfolio Review Corp
New York
$1.56M +$491K +494 +46%
CWA
2183
Consilium Wealth Advisory
Texas
$1.56M +$35.8K +36 +2%
MCA
2184
MSH Capital Advisors
Arizona
$1.56M -$36.8K -37 -2%
CF
2185
Copperwynd Financial
Arizona
$1.55M -$83.5K -84 -5%
LJAC
2186
L.J. Altfest & Co
New York
$1.55M -$3.98K -4 -0.3%
FMWA
2187
Forvis Mazars Wealth Advisors
Missouri
$1.55M +$80.5K +81 +5%
ALA
2188
Atlas Legacy Advisors
California
$1.55M +$330K +332 +27%
HWM
2189
Heirloom Wealth Management
Colorado
$1.54M -$43.7K -44 -3%
SAM
2190
Sompo Asset Management
Japan
$1.54M – – –
PWM
2191
Prentice Wealth Management
New York
$1.54M -$20.9K -21 -1%
BWM
2192
Bernard Wealth Management
Michigan
$1.54M -$38.8K -39 -2%
LF
2193
LifeSteps Financial
California
$1.53M +$64.6K +65 +4%
CL
2194
CLG LLC
California
$1.53M +$206K +207 +15%
IFPG
2195
Intrepid Financial Planning Group
Indiana
$1.53M -$268K -270 -15%
MW
2196
MBL Wealth
North Carolina
$1.53M -$7.95K -8 -0.5%
DIP
2197
DT Investment Partners
Pennsylvania
$1.53M – – –
VCM
2198
Versant Capital Management
Arizona
$1.52M +$20.9K +21 +1%
EM
2199
Excalibur Management
Massachusetts
$1.52M – – –
MFWP
2200
Mosaic Family Wealth Partners
Missouri
$1.52M +$69.6K +70 +5%
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