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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2151
Centennial Bank
Arkansas
$1.75M -$195K -200 -10%
MIM
2152
Morningstar Investment Management
Illinois
$1.75M +$620K +636 +57%
HWMO
2153
Heritage Wealth Management (Ohio)
Ohio
$1.74M -$14.6K -15 -0.9%
QWM
2154
Quadcap Wealth Management
Texas
$1.74M +$32.2K +33 +2%
TW
2155
Traveka Wealth
California
$1.73M +$1.95K +2 +0.1%
RAG
2156
RIA Advisory Group
Iowa
$1.73M +$42.9K +44 +3%
BHBT
2157
Burke & Herbert Bank & Trust
Virginia
$1.73M -$97.5K -100 -5%
WAS
2158
Westco Advisory Services
New York
$1.73M +$682K +700 +68%
CNC
2159
Canandaigua National Corp
New York
$1.73M +$1.69M +1,735 New
SIAG
2160
Safeguard Investment Advisory Group
California
$1.73M -$55.5K -57 -3%
LCOV
2161
London Company of Virginia
Virginia
$1.72M – – –
SLG
2162
Sanchez Levi Garrett
$1.72M +$1.68M +1,722 New
MA
2163
MCF Advisors
Kentucky
$1.72M +$545K +559 +48%
CSPIA
2164
Cary Street Partners Investment Advisory
Virginia
$1.71M +$24.4K +25 +1%
BCM
2165
Boltwood Capital Management
California
$1.71M +$105K +108 +7%
GWWM
2166
Great Waters Wealth Management
Minnesota
$1.7M -$11.7K -12 -0.7%
RFA
2167
Register Financial Advisors
Georgia
$1.7M – – –
IRP
2168
Investment Research Partners
Pennsylvania
$1.7M +$189K +194 +13%
SRWM
2169
Shira Ridge Wealth Management
California
$1.7M +$34.1K +35 +2%
AWMT
2170
AAFMAA Wealth Management & Trust
North Carolina
$1.69M -$659K -676 -28%
SI
2171
Seeds Investor
New York
$1.69M +$439K +450 +35%
GPI
2172
General Partner Inc
Pennsylvania
$1.69M -$195K -200 -11%
KA
2173
KLCM Advisors
Wisconsin
$1.68M +$39K +40 +2%
CVM
2174
Cheviot Value Management
California
$1.68M – – –
PTB
2175
Pioneer Trust Bank
Oregon
$1.68M -$4.87K -5 -0.3%
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87
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