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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1426
Essex Financial Services
Connecticut
$4.22M -$148K -149 -3%
VIA
1427
Vickerman Investment Advisors
Washington
$4.22M -$429K -431 -9%
EWS
1428
Evergreen Wealth Solutions
Pennsylvania
$4.21M +$1.47M +1,474 +51%
SSWM
1429
Sheets Smith Wealth Management
North Carolina
$4.21M +$60.8K +61 +1%
SOAMC
1430
Spirit of America Management Corp
New York
$4.19M -$199K -200 -4%
FMB
1431
Field & Main Bank
Kentucky
$4.17M -$43.8K -44 -1%
IPWA
1432
International Private Wealth Advisors
California
$4.17M +$767K +770 +21%
IP
1433
Ignite Planners
California
$4.14M +$196K +197 +5%
ADL
1434
Asset Dedication LLC
California
$4.12M -$73.7K -74 -2%
SGM
1435
Skye Global Management
Florida
$4.12M – – –
RCIM
1436
Red Cedar Investment Management
Michigan
$4.12M – – –
SCP
1437
Sivia Capital Partners
California
$4.1M -$2.27M -2,279 -34%
DTC
1438
Davidson Trust Company
Washington
$4.09M -$203K -204 -4%
JDLA
1439
J. Derek Lewis & Associates
California
$4.09M -$16.9K -17 -0.4%
DC
1440
DeDora Capital
California
$4.08M +$124K +124 +3%
CAM
1441
Columbia Asset Management
Michigan
$4.07M -$149K -150 -3%
OFS
1442
OneAscent Financial Services
Alabama
$4.06M -$4.98K -5 -0.1%
UB
1443
Umpqua Bank
Oregon
$4.06M +$192K +193 +5%
SLI
1444
Sumitomo Life Insurance
Japan
$4.05M -$249K -250 -5%
TWP
1445
Triad Wealth Partners
Kansas
$4.05M +$755K +758 +22%
KOCAA
1446
Knights of Columbus Asset Advisors
Connecticut
$4.05M +$25.9K +26 +0.6%
WBC
1447
West Branch Capital
Massachusetts
$4.05M +$82.7K +83 +2%
RFN
1448
RDA Financial Network
Iowa
$4.04M -$164K -165 -4%
RI
1449
RWWM Inc
California
$4.04M +$91.7K +92 +2%
NSB
1450
Norway Savings Bank
Maine
$4.04M +$37.9K +38 +0.9%
56 57
58
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