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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1551
Sound View Wealth Advisors Group
Georgia
$793K +$63.5K +168 +9%
VCG
1552
Vantage Consulting Group
Virginia
$793K +$151K +399 +25%
CBFP
1553
Cedar Brook Financial Partners
Ohio
$792K +$21.9K +58 +3%
AFS
1554
Amtrust Financial Services
New York
$791K +$756K +2,000 New
SC
1555
Sovarnum Capital
New York
$791K +$756K +2,000 New
PCTC
1556
Perkins Coie Trust Company
Washington
$789K – – –
TW
1557
TrinityPoint Wealth
Connecticut
$788K +$14K +37 +2%
GSIS
1558
Global Strategic Investment Solutions
Arizona
$786K +$378 +1 +0.1%
GG
1559
Golden Green
South Carolina
$785K -$10.6K -28 -1%
IIC
1560
Ironwood Investment Counsel
Arizona
$784K -$39.3K -104 -5%
SCI
1561
Stableford Capital II
Arizona
$783K +$14.4K +38 +2%
AFP
1562
Ausdal Financial Partners
Iowa
$782K -$191K -505 -20%
ST
1563
Smithfield Trust
Pennsylvania
$782K -$36.7K -97 -5%
AFG
1564
Allegheny Financial Group
Pennsylvania
$782K -$756 -2 -0.1%
BHBT
1565
Burke & Herbert Bank & Trust
Virginia
$782K – – –
PCWA
1566
Pacific Capital Wealth Advisors
California
$781K – – –
CB
1567
CNB Bank
Pennsylvania
$778K +$47.6K +126 +7%
DMBA
1568
Deseret Mutual Benefit Administrators
Utah
$778K +$743K +1,966 New
FBT
1569
First Bank & Trust
South Dakota
$777K -$13.6K -36 -2%
EA
1570
Elm Advisors
California
$777K – – –
KW
1571
KWB Wealth
California
$777K – – –
RIG
1572
Roosevelt Investment Group
New York
$776K -$24.6K -65 -3%
CSWG
1573
Cardinal Strategic Wealth Guidance
Kentucky
$774K – – –
MSAM
1574
Moloney Securities Asset Management
Missouri
$774K +$188K +497 +34%
WFI
1575
West Family Investments
California
$774K +$739K +1,955 New
61 62
63
64 65