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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Cornerstone Wealth Management
Missouri
$727K +$9.75K +28 +1%
VR
1552
Viridian RIA
Washington
$723K -$754K -2,166 Closed
FSA
1553
Fort Sheridan Advisors
Illinois
$723K – – –
RIG
1554
Roosevelt Investment Group
New York
$714K -$139K -400 -16%
BHTS
1555
Bar Harbor Trust Services
Maine
$714K -$90.5K -260 -11%
FSA
1556
Franklin Street Advisors
North Carolina
$714K -$23.3K -67 -3%
SSA
1557
South Street Advisors
New York
$712K -$1.74K -5 -0.2%
SCM
1558
Stonebridge Capital Management
California
$710K – – –
GG
1559
Golden Green
South Carolina
$710K +$212K +609 +43%
IDBONY
1560
Israel Discount Bank of New York
New York
$707K +$120K +344 +21%
TIM
1561
Tortoise Investment Management
New York
$706K – – –
FBT
1562
First Bank & Trust
South Dakota
$705K +$110K +317 +19%
AWC
1563
Abundance Wealth Counselors
Pennsylvania
$705K +$138K +397 +25%
FMWA
1564
Forvis Mazars Wealth Advisors
Missouri
$704K -$362K -1,041 -34%
PCTC
1565
Perkins Coie Trust Company
Washington
$702K -$30.3K -87 -4%
LI
1566
Lafayette Investments
Maryland
$702K – – –
GSIS
1567
Global Strategic Investment Solutions
Arizona
$701K +$178K +511 +35%
JAM
1568
Jupiter Asset Management
United Kingdom
$699K -$294K -845 -30%
BOS
1569
Bingham Osborn & Scarborough
California
$698K +$8.35K +24 +1%
S
1570
SimplyRich
California
$698K +$191K +550 +38%
BHBT
1571
Burke & Herbert Bank & Trust
Virginia
$697K -$5.22K -15 -0.8%
AFG
1572
Allegheny Financial Group
Pennsylvania
$697K +$348 +1 +0.1%
JFGIW
1573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$696K -$31K -89 -4%
PCWA
1574
Pacific Capital Wealth Advisors
California
$696K -$18.4K -53 -3%
EA
1575
Elm Advisors
California
$692K -$34.8K -100 -5%
61 62
63
64 65