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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1451
Smithfield Trust
Pennsylvania
$600K +$116K +380 +24%
NP
1452
NorthRock Partners
Minnesota
$597K +$31K +102 +5%
HIIFS
1453
Harel Insurance Investments & Financial Services
Israel
$597K +$45.3K +149 +8%
TW
1454
TrinityPoint Wealth
Connecticut
$596K +$2.74K +9 +0.5%
FI
1455
Financial Insights
Washington
$594K +$6.11M +20,078 +1,025%
FMWA
1456
Forvis Mazars Wealth Advisors
Missouri
$591K +$56.3K +185 +10%
TL
1457
TrueWealth LLC
Georgia
$590K +$6.08K +20 +1%
OFS
1458
OneAscent Financial Services
Alabama
$588K -$83.1K -273 -12%
PMFA
1459
Plante Moran Financial Advisors
Michigan
$586K -$11K -36 -2%
SMFG
1460
Sumitomo Mitsui Financial Group
Japan
$586K +$588K +1,934 New
SFO
1461
Stokes Family Office
Louisiana
$583K -$3.04K -10 -0.5%
IGGA
1462
Iron Gate Global Advisors
Utah
$582K +$583K +1,915 New
I
1463
INVST
Indiana
$578K +$316K +1,038 +121%
SFA
1464
Sequoia Financial Advisors
Ohio
$576K -$247K -813 -30%
HGWM
1465
Horst & Graben Wealth Management
Oregon
$576K +$16.7K +55 +3%
IWP
1466
Icon Wealth Partners
Texas
$576K +$268K +880 +86%
SSG
1467
Summit Securities Group
New York
$576K +$578K +1,900 New
CS
1468
Cannell & Spears
New York
$575K -$18.9K -62 -3%
WCM
1469
Washburn Capital Management
Florida
$575K +$282K +926 +95%
SIA
1470
Soltis Investment Advisors
Utah
$571K -$2.43K -8 -0.4%
AWM
1471
Atticus Wealth Management
Florida
$571K +$1.82K +6 +0.3%
TC
1472
Telemus Capital
Michigan
$568K -$913 -3 -0.2%
HC
1473
Hourglass Capital
Texas
$568K – – –
JSL
1474
JT Stratford LLC
Georgia
$568K +$570K +1,873 New
JCM
1475
Jag Capital Management
Missouri
$567K -$45.6K -150 -7%
57 58
59
60 61