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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
2326
Builder Investment Group
Georgia
$1.02M +$26K +30 +3%
GWM
2327
GDS Wealth Management
Texas
$1.02M +$472K +544 +90%
SMC
2328
Smith, Moore & Co
Missouri
$1.01M -$27.8K -32 -3%
CVM
2329
Cheviot Value Management
California
$1.01M -$868 -1 -0.1%
LCM
2330
LVM Capital Management
Michigan
$1.01M – – –
ASBI
2331
American State Bank (Iowa)
Iowa
$1.01M -$7.81K -9 -0.8%
CH
2332
Cromwell Holdings
Wyoming
$1.01M – – –
HWM
2333
Heirloom Wealth Management
Colorado
$1M -$3.47K -4 -0.4%
WRPWM
2334
Werba Rubin Papier Wealth Management
California
$1M +$129K +149 +15%
VWM
2335
Valley Wealth Managers
New Jersey
$1M +$21.7K +25 +2%
DA
2336
Dover Advisors
Virginia
$1M -$16.5K -19 -2%
EA
2337
Enclave Advisors
Texas
$998K +$977K +1,126 New
BWM
2338
Biltmore Wealth Management
Arizona
$995K -$271K -312 -22%
GFG
2339
GR Financial Group
Arizona
$995K +$868 +1 +0.1%
DFCM
2340
Dark Forest Capital Management
Puerto Rico
$994K +$973K +1,121 New
VI
2341
Versor Investments
New York
$994K +$973K +1,121 New
EI
2342
Ellevest Inc
New York
$992K +$13.9K +16 +1%
HHAA
2343
Henry H. Armstrong Associates
Pennsylvania
$989K – – –
DC
2344
Destiny Capital
Colorado
$989K – – –
BHPW
2345
Beverly Hills Private Wealth
California
$988K +$20K +23 +2%
LWM
2346
LongView Wealth Management
Georgia
$984K +$94.6K +109 +11%
BDFN
2347
Bond & Devick Financial Network
Minnesota
$977K -$47.7K -55 -5%
LIWM
2348
Long Island Wealth Management
New York
$976K – – –
NCMW
2349
Northern Capital Management (Washington)
Washington
$976K +$868 +1 +0.1%
LG
2350
Lane Generational
Massachusetts
$975K – – –
92 93
94
95 96