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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1676
Norway Savings Bank
Maine
$994K +$69K +136 +7%
PCWA
1677
Pacific Capital Wealth Advisors
California
$993K – – –
V
1678
VeraBank
Texas
$993K +$113K +223 +12%
APG
1679
Abacus Planning Group
South Carolina
$992K -$19.3K -38 -2%
TFA
1680
Triad Financial Advisors
North Carolina
$989K -$58.3K -115 -5%
FPGK
1681
Financial Partners Group (Kansas)
Kansas
$989K +$507 +1 +0%
WB
1682
West Bancorporation
Iowa
$987K -$45.1K -89 -4%
DIP
1683
DT Investment Partners
Pennsylvania
$987K – – –
WAOI
1684
Wealth Advisors of Iowa
Iowa
$987K +$102K +201 +11%
FC
1685
Fusion Capital
South Carolina
$984K +$177K +348 +20%
S
1686
SimplyRich
California
$983K -$3.55K -7 -0.3%
MC
1687
Matisse Capital
Oregon
$982K +$355K +700 +52%
TW
1688
TrinityPoint Wealth
Connecticut
$981K -$123K -242 -11%
SFG
1689
SNS Financial Group
Minnesota
$981K +$5.07K +10 +0.5%
IP
1690
Investment Partners
Ohio
$976K +$1.01K +2 +0.1%
PHK
1691
Point72 Hong Kong
Hong Kong
$976K +$1.03M +2,036 New
FI
1692
Financial Insights
Washington
$974K -$6.09K -12 -0.6%
FSA
1693
Franklin Street Advisors
North Carolina
$971K – – –
IA
1694
IFG Advisory
Georgia
$970K -$165K -325 -14%
JIP
1695
Jaffetilchin Investment Partners
Florida
$969K +$252K +497 +33%
MHIC
1696
Marble Harbor Investment Counsel
Massachusetts
$968K – – –
CS
1697
Capital Square
Tennessee
$968K +$167K +330 +20%
SCM
1698
Stonebridge Capital Management
California
$966K – – –
SFPG
1699
Stonebridge Financial Planning Group
Florida
$965K +$1.02M +2,013 New
MPPW
1700
Mitchell & Pahl Private Wealth
Oklahoma
$962K +$99.4K +196 +11%
66 67
68
69 70