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Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
426
Personal CFO Solutions
New Jersey
– -$223K -1,978 Closed
FWM
427
FFT Wealth Management
Pennsylvania
– -$216K -1,917 Closed
BP
428
Ballentine Partners
Massachusetts
– -$211K -1,874 Closed
IFU
429
iSAM Funds (UK)
United Kingdom
– -$211K -1,873 Closed
SFG
430
Sather Financial Group
Texas
– -$210K -1,863 Closed
CT
431
Coastline Trust
Rhode Island
– -$204K -1,815 Closed
PFS
432
Prospera Financial Services
Texas
– -$202K -1,795 Closed
CSPIA
433
Cary Street Partners Investment Advisory
Virginia
– -$200K -1,781 Closed
CMBA
434
C.M. Bidwell & Associates
Hawaii
– -$73.2K -650 Closed
NSIM
435
North Star Investment Management
Illinois
– -$69.2K -615 Closed
GCM
436
Gables Capital Management
Florida
– -$67.5K -600 Closed
AWM
437
Avior Wealth Management
Nebraska
– -$20.1K -178 Closed
FIM
438
Fernwood Investment Management
Massachusetts
– -$8.33K -74 Closed
MIM
439
Macroview Investment Management
Maryland
– -$7.88K -70 Closed
DIP
440
DT Investment Partners
Pennsylvania
– -$2.25K -20 Closed
HI
441
Harbour Investments
Wisconsin
– -$2.25K -20 Closed
GFL
442
Granite FO LLC
New Hampshire
– -$1.91K -17 Closed
A
443
AlphaQuest
New York
– -$1.35K -12 Closed
HIA
444
Harbor Investment Advisory
Maryland
– -$1.01K -9 Closed
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$901 -8 Closed
TWP
446
TFO Wealth Partners
Ohio
– -$338 -3 Closed
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