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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
VDFA
1201
Vickerman & Driscoll Financial Advisors
Washington
$585K – – –
GWS
1202
Glassman Wealth Services
Virginia
$584K +$1.25K +5 +0.2%
IIM
1203
Intact Investment Management
Quebec, Canada
$581K -$199K -800 -27%
FNBOH
1204
First National Bank of Hutchinson
Kansas
$578K +$1.25K +5 +0.2%
DFA
1205
Delta Financial Advisors
Louisiana
$575K +$543K +2,177 New
TIM
1206
Tortoise Investment Management
New York
$574K – – –
CCA
1207
Cobblestone Capital Advisors
New York
$573K – – –
VAG
1208
VisionPoint Advisory Group
Texas
$573K +$78.5K +315 +17%
SRSA
1209
S.R. Schill & Associates
Washington
$572K +$9.97K +40 +2%
OFS
1210
OneAscent Financial Services
Alabama
$568K +$536K +2,150 New
DT
1211
Diversified Trust
Tennessee
$567K -$1.25K -5 -0.2%
ISL
1212
Ingalls & Snyder LLC
New York
$562K -$34.6K -139 -6%
MCM
1213
Maryland Capital Management
Maryland
$562K +$21.2K +85 +4%
SS
1214
Sunbelt Securities
Texas
$562K +$25.4K +102 +5%
CRWM
1215
Castle Rock Wealth Management
California
$562K +$529K +2,124 New
FNC
1216
First National Corp
Massachusetts
$561K – – –
GSBTD
1217
Glenview State Bank Trust Department
Illinois
$559K +$49.8K +200 +10%
CP
1218
Covenant Partners
Tennessee
$558K – – –
LSAG
1219
Lake Street Advisors Group
New Hampshire
$557K +$59.1K +237 +13%
BCM
1220
Birmingham Capital Management
Alabama
$555K -$174K -700 -25%
MC
1221
Mathes Company
New York
$555K – – –
HCM
1222
Harvest Capital Management
New Hampshire
$554K – – –
NIA
1223
Northstar Investment Advisors
Colorado
$553K -$81K -325 -13%
BCM
1224
Brookstone Capital Management
Illinois
$550K +$28.7K +115 +6%
DAM
1225
Delta Asset Management
Tennessee
$544K -$12.5K -50 -2%
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49
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