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Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
1426
Newport Wealth Strategies
California
$934K +$665K +2,360 +315%
WOC
1427
West Oak Capital
California
$929K -$35.2K -125 -4%
SA
1428
Shilanski & Associates
Alaska
$924K +$8.18K +29 +0.9%
MWM
1429
Mission Wealth Management
California
$924K +$138K +490 +19%
DI
1430
DFPG Investments
Utah
$923K -$112K -396 -12%
SIA
1431
SeaBridge Investment Advisors
New Jersey
$923K -$40.9K -145 -4%
V
1432
VeraBank
Texas
$921K – – –
WWM
1433
Windsor Wealth Management
Indiana
$920K -$13.3K -47 -2%
CBU
1434
CIBC Bank USA
Illinois
$917K -$7.33K -26 -0.8%
ACM
1435
AUA Capital Management
Pennsylvania
$915K -$109K -387 -11%
TCM
1436
Tributary Capital Management
Nebraska
$911K -$28.2K -100 -3%
BMO
1437
Beck Mack & Oliver
New York
$910K +$3.1K +11 +0.4%
EWA
1438
EP Wealth Advisors
California
$910K +$29K +103 +3%
PGFC
1439
Peapack-Gladstone Financial Corp
New Jersey
$905K +$33.3K +118 +4%
PWLP
1440
Prio Wealth Limited Partnership
Massachusetts
$902K – – –
SMFG
1441
Sumitomo Mitsui Financial Group
Japan
$902K +$705K +2,501 +501%
TNBTD
1442
Trustmark National Bank Trust Department
Mississippi
$901K -$18K -64 -2%
GIA
1443
Gladstone Institutional Advisory
Florida
$901K -$10.4K -37 -1%
MFG
1444
Magnus Financial Group
New York
$901K +$9.59K +34 +1%
CIAS
1445
Capital Investment Advisory Services
North Carolina
$901K +$233K +828 +38%
JIP
1446
Jaffetilchin Investment Partners
Florida
$900K -$26.2K -93 -3%
BCM
1447
Breiter Capital Management
Florida
$900K -$1.69K -6 -0.2%
JMFC
1448
J.M. Forbes & Co
Massachusetts
$897K – – –
ACM
1449
ADI Capital Management
New York
$896K – – –
CB
1450
CNB Bank
Pennsylvania
$894K +$40.3K +143 +5%
56 57
58
59 60