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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2326
Ensemble Capital Management
California
$319K -$18.9M -37,293 -98%
OBWG
2327
Onyx Bridge Wealth Group
New York
$319K -$507 -1 -0.2%
BSSFA
2328
Baron Silver Stevens Financial Advisors
Florida
$318K +$14.7K +29 +5%
NL
2329
Navalign LLC
California
$317K +$2.54K +5 +0.8%
KIG
2330
Kowal Investment Group
Wisconsin
$316K +$38.6K +76 +13%
1WM
2331
1900 Wealth Management
Texas
$315K -$96.9K -191 -22%
EW
2332
Evoke Wealth
California
$315K -$30.9K -61 -8%
PSF
2333
Pacific Sun Financial
California
$315K +$20.3K +40 +6%
LWP
2334
Legacy Wealth Planning
Nevada
$314K +$113K +223 +52%
PW
2335
Peninsula Wealth
California
$313K -$4.57K -9 -1%
MCA
2336
Magnolia Capital Advisors
Mississippi
$312K -$168K -332 -34%
AWA
2337
Amplius Wealth Advisors
Pennsylvania
$312K -$22.3K -44 -6%
BPFA
2338
Barnes Pettey Financial Advisors
Mississippi
$312K – – –
TBWA
2339
Three Bridge Wealth Advisors
California
$312K – – –
VST
2340
Van Strum & Towne
California
$312K – – –
SW
2341
SkyOak Wealth
Michigan
$312K +$2.54K +5 +0.8%
SHWM
2342
Silicon Hills Wealth Management
Texas
$311K -$48.2K -95 -13%
IA
2343
Integrity Advisory
Kansas
$311K -$1.52K -3 -0.5%
TTWM
2344
TCV Trust & Wealth Management
Virginia
$311K +$12.2K +24 +4%
AWG
2345
Altus Wealth Group
Colorado
$310K – – –
HI
2346
Hendershot Investments
Virginia
$310K – – –
WJA
2347
Willis Johnson & Associates
Texas
$310K +$16.7K +33 +5%
BCM
2348
Boltwood Capital Management
California
$310K +$47.2K +93 +17%
WC
2349
Weil Company
California
$308K -$47.2K -93 -13%
EIA
2350
Edgemoor Investment Advisors
Maryland
$308K – – –
92 93
94
95 96