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Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1926
PGIM Custom Harvest
New Jersey
$803K +$52K +166 +8%
AAM
1927
Auxier Asset Management
Oregon
$802K +$18.5K +59 +3%
GCP
1928
GSA Capital Partners
United Kingdom
$801K -$1.27M -4,047 -65%
GP
1929
Gallo Partners
New Jersey
$800K +$670K +2,141 New
CB
1930
Community Bank
New York
$800K -$72.9K -233 -10%
GSWM
1931
Golden State Wealth Management
California
$800K +$34.4K +110 +5%
YLHM
1932
Yelin Lapidot Holdings Management
Israel
$799K – – –
CNB
1933
Camden National Bank
Maine
$799K +$293K +935 +78%
PWAM
1934
Private Wealth Asset Management
Iowa
$795K +$28.8K +92 +5%
PAG
1935
Poinciana Advisors Group
Florida
$791K – – –
SP
1936
Stonebrook Private
Michigan
$789K +$12.5K +40 +2%
CFA
1937
Capstone Financial Advisors
Illinois
$786K +$7.2K +23 +1%
NAMP
1938
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$784K – – –
TWM
1939
TriaGen Wealth Management
California
$783K -$12.2K -39 -2%
SSC
1940
Syverson Strege & Co
Iowa
$783K -$30.1K -96 -4%
GC
1941
GatePass Capital
Ohio
$783K -$11.3K -36 -2%
HPBT
1942
Hickory Point Bank & Trust
Illinois
$782K -$7.83K -25 -1%
CSB
1943
City State Bank
Iowa
$782K – – –
NSG
1944
Nalls Sherbakoff Group
Tennessee
$780K +$52.3K +167 +9%
SFG
1945
Southern Financial Group
Alabama
$776K -$9.71K -31 -1%
WB
1946
Webster Bank
Connecticut
$775K -$62.9K -201 -9%
WDA
1947
Wendell David Associates
New Hampshire
$774K -$65.1K -208 -9%
TNBTD
1948
Trustmark National Bank Trust Department
Mississippi
$773K +$20.7K +66 +3%
NPF
1949
Norris Perne & French
Michigan
$772K +$207K +661 +47%
DOA
1950
D'Orazio & Associates
Virginia
$771K -$4.38K -14 -0.7%
76 77
78
79 80