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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1476
NorthRock Partners
Minnesota
$532K -$463K -1,525 -45%
MCM
1477
Monarch Capital Management
Indiana
$531K – – –
NGA
1478
Naples Global Advisors
Florida
$531K +$303 +1 +0.1%
CA
1479
Cornerstone Advisory
Maryland
$530K +$265K +873 +89%
CFIA
1480
Cantor Fitzgerald Investment Advisors
New York
$529K – – –
HGWM
1481
Horst & Graben Wealth Management
Oregon
$525K +$559K +1,843 New
WQ
1482
Wealth Quarterback
New Jersey
$523K +$206K +678 +69%
BHBT
1483
Burke & Herbert Bank & Trust
Virginia
$523K -$5.76K -19 -1%
AFC
1484
AFT Forsyth & Company
Florida
$521K -$85K -280 -13%
AI
1485
Accredited Investors
Minnesota
$520K -$30K -99 -5%
HIIFS
1486
Harel Insurance Investments & Financial Services
Israel
$519K -$108K -355 -16%
CB
1487
CNB Bank
Pennsylvania
$518K +$5.16K +17 +0.9%
CPSAC
1488
Chas P. Smith & Associates (CPS)
Florida
$518K +$7.59K +25 +1%
SB
1489
Strategic Blueprint
Georgia
$518K +$551K +1,816 New
EWM
1490
EPG Wealth Management
Georgia
$514K +$97.7K +322 +22%
QT
1491
Quantamental Technologies
New York
$513K -$14.6K -48 -3%
EWA
1492
Evolution Wealth Advisors
Florida
$511K -$6.98K -23 -1%
CP
1493
Covenant Partners
Tennessee
$510K -$98.6K -325 -15%
WAOI
1494
Wealth Advisors of Iowa
Iowa
$509K +$542K +1,785 New
HPC
1495
HM Payson & Co
Maine
$507K -$95.3K -314 -15%
MC
1496
Miles Capital
Iowa
$506K +$26.4K +87 +5%
BCA
1497
Berman Capital Advisors
Georgia
$506K +$37K +122 +7%
KMWM
1498
Keudell/Morrison Wealth Management
Oregon
$505K -$18.8K -62 -3%
CGA
1499
Crescent Grove Advisors
Illinois
$505K – – –
FAT
1500
First American Trust
California
$505K +$106K +350 +25%
58 59
60
61 62