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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
1801
Baker Boyer National Bank
Washington
$2.08M +$24.3K +28 +1%
BWM
1802
BKM Wealth Management
Wisconsin
$2.08M +$308K +355 +18%
BB
1803
Bell Bank
North Dakota
$2.07M +$18.2K +21 +0.9%
WFC
1804
Western Financial Corp
California
$2.07M +$785K +904 +63%
TFCM
1805
Taylor Frigon Capital Management
Arizona
$2.06M -$61.6K -71 -3%
OM
1806
OV Management
Minnesota
$2.06M +$174K +200 +9%
FPGK
1807
Financial Partners Group (Kansas)
Kansas
$2.06M +$86.8K +100 +4%
LNB
1808
Ledyard National Bank
$2.06M -$29.5K -34 -1%
RS
1809
Retirement Solution
Washington
$2.05M +$1.61M +1,859 +407%
CA
1810
Cornerstone Advisory
Maryland
$2.05M +$122K +140 +6%
UFF
1811
USA Financial Formulas
Michigan
$2.05M -$52.9K -61 -3%
OP
1812
ORG Partners
Indiana
$2.05M -$12.2K -14 -0.6%
MSS
1813
Mitchell Sinkler & Starr
Pennsylvania
$2.04M +$72.9K +84 +3%
V
1814
VeraBank
Texas
$2.04M -$17.4K -20 -0.9%
EWM
1815
EPG Wealth Management
Georgia
$2.04M +$2M +2,301 New
ONST
1816
Old North State Trust
North Carolina
$2.04M +$22.6K +26 +1%
CIA
1817
Cladis Investment Advisory
Montana
$2.03M -$10.4K -12 -0.5%
DAM
1818
Draper Asset Management
New York
$2.03M +$379K +437 +24%
MSFS
1819
Main Street Financial Solutions
Pennsylvania
$2.02M -$1.09M -1,253 -35%
AFT
1820
Alpha Family Trust
California
$2.02M – – –
MP
1821
McDonald Partners
Ohio
$2.02M -$18.2K -21 -0.9%
ODA
1822
One Degree Advisors
California
$2.01M -$52.9K -61 -3%
VNA
1823
Valley National Advisers
Pennsylvania
$2.01M +$1.49M +1,721 +313%
MA
1824
MKT Advisors
California
$2.01M – – –
ZIG
1825
Zullo Investment Group
Pennsylvania
$2.01M +$22.6K +26 +1%
71 72
73
74 75