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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1376
Pegasus Partners
Wisconsin
$845K +$858K +3,112 New
JIP
1377
Jaffetilchin Investment Partners
Florida
$844K -$30.9K -112 -3%
CBU
1378
CIBC Bank USA
Illinois
$841K +$133K +481 +18%
LC
1379
LCNB Corp
Ohio
$840K -$20.7K -75 -2%
V
1380
VeraBank
Texas
$837K – – –
TNBTD
1381
Trustmark National Bank Trust Department
Mississippi
$837K +$101K +366 +13%
BWM
1382
Buckley Wealth Management
Nevada
$833K -$60.6K -220 -7%
SA
1383
Shilanski & Associates
Alaska
$833K +$8.82K +32 +1%
GIA
1384
Gladstone Institutional Advisory
Florida
$829K +$101K +368 +14%
CCM
1385
Coldstream Capital Management
Washington
$828K -$36.1K -131 -4%
WWM
1386
Windsor Wealth Management
Indiana
$827K -$111K -401 -11%
BMO
1387
Beck Mack & Oliver
New York
$825K -$27.6K -100 -3%
STMM
1388
South Texas Money Management
Texas
$822K +$238K +865 +40%
PWLP
1389
Prio Wealth Limited Partnership
Massachusetts
$820K -$105K -380 -11%
BCM
1390
Breiter Capital Management
Florida
$820K -$29.5K -107 -3%
JMFC
1391
J.M. Forbes & Co
Massachusetts
$816K – – –
RCM
1392
Requisite Capital Management
Texas
$815K -$468K -1,700 -36%
ACM
1393
ADI Capital Management
New York
$815K – – –
PC
1394
Permanens Capital
New York
$815K +$276K +1,000 +50%
SAM
1395
Strategy Asset Managers
California
$811K -$42.7K -155 -5%
MFG
1396
Magnus Financial Group
New York
$810K -$2.76K -10 -0.3%
HH
1397
HWG Holdings
Texas
$809K -$154K -559 -16%
LWM
1398
Lenox Wealth Management
Ohio
$809K -$15.4K -56 -2%
CL
1399
CPWM LLC
Washington
$808K -$155K -563 -16%
PSC
1400
Prentiss Smith & Co
Vermont
$808K – – –
54 55
56
57 58