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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1851
Ballast Advisors
Minnesota
$1.81M +$68.7K +88 +4%
SIM
1852
Sentry Investment Management
Wisconsin
$1.81M -$340K -436 -17%
OM
1853
OV Management
Minnesota
$1.81M +$22.6K +29 +1%
MFG
1854
MidWestOne Financial Group
Iowa
$1.8M -$32K -41 -2%
AWMT
1855
AAFMAA Wealth Management & Trust
North Carolina
$1.8M -$145K -186 -8%
AL
1856
Aspiriant LLC
California
$1.79M -$169K -217 -9%
HA
1857
Herold Advisors
New York
$1.79M +$314K +403 +24%
FFG
1858
Fortem Financial Group
California
$1.79M – – –
DCM
1859
Dudley Capital Management
Virginia
$1.79M +$39K +50 +2%
BP
1860
BBR Partners
New York
$1.79M -$302K -387 -16%
SSA
1861
South Street Advisors
New York
$1.78M – – –
SICM
1862
Sustainable Insight Capital Management
New York
$1.78M +$1.4M +1,800 +602%
NCM
1863
Northside Capital Management
Oregon
$1.78M -$234K -300 -13%
GWANC
1864
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.78M -$2.34K -3 -0.1%
WAOI
1865
Wealth Advisors of Iowa
Iowa
$1.78M -$7.8K -10 -0.5%
CF
1866
Convergence Financial
Missouri
$1.78M +$1.23M +1,574 +304%
EWM
1867
Evermay Wealth Management
Virginia
$1.78M -$46.8K -60 -3%
EFL
1868
ERn Financial LLC
Wisconsin
$1.77M +$40.6K +52 +3%
RSA
1869
River Street Advisors
Illinois
$1.77M -$54.6K -70 -3%
RT
1870
Rockland Trust
Massachusetts
$1.76M -$27.3K -35 -2%
BHBT
1871
Burke & Herbert Bank & Trust
Virginia
$1.76M +$329K +422 +26%
CCG
1872
Catalina Capital Group
California
$1.76M +$210K +269 +15%
SPW
1873
Sonoma Private Wealth
California
$1.75M -$71K -91 -4%
APG
1874
Abacus Planning Group
South Carolina
$1.75M +$21.8K +28 +1%
RZH
1875
Relyea Zuckerberg Hanson
Connecticut
$1.75M +$68.7K +88 +4%
73 74
75
76 77