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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1026
Patrick M. Sweeney & Associates
Illinois
$224K +$214K +3,195 New
GCM
1027
Gibraltar Capital Management
Oklahoma
$224K -$12.7K -190 -6%
MC
1028
Mathes Company
New York
$223K – – –
EWM
1029
Evercore Wealth Management
New York
$221K +$211K +3,146 New
SCA
1030
Stillwater Capital Advisors
Pennsylvania
$221K +$211K +3,141 New
PWMAG
1031
Pinnacle Wealth Management Advisory Group
New Jersey
$219K +$209K +3,124 New
MHIC
1032
Marble Harbor Investment Counsel
Massachusetts
$218K -$5.03K -75 -2%
AWM
1033
Accel Wealth Management
Iowa
$217K +$207K +3,089 New
FFB
1034
First Financial Bankshares
Texas
$217K +$207K +3,089 New
LWMG
1035
Levy Wealth Management Group
Pennsylvania
$217K -$16K -239 -7%
RCM
1036
RB Capital Management
Nevada
$217K +$207K +3,088 New
PFPT
1037
Pinnacle Financial Partners (Tennessee)
Tennessee
$217K +$207K +3,086 New
PMG
1038
ProVise Management Group
Florida
$216K -$594K -8,869 -74%
SCA
1039
Sippican Capital Advisors
Massachusetts
$216K +$206K +3,081 New
MLL
1040
Moody Lynn & Lieberson
Massachusetts
$216K +$206K +3,074 New
NFG
1041
Norris Financial Group
South Carolina
$215K +$205K +3,062 New
TTWM
1042
TCV Trust & Wealth Management
Virginia
$215K +$205K +3,056 New
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$215K -$75.7K -1,130 -27%
D
1044
Diversified
Delaware
$214K +$205K +3,055 New
CAS
1045
Coppell Advisory Solutions
Texas
$214K +$61.9K +924 +44%
SIM
1046
Sentry Investment Management
Wisconsin
$213K -$21.8K -325 -10%
GIM
1047
Groesbeck Investment Management
New Jersey
$212K -$424K -6,329 -68%
CCB
1048
Country Club Bank
Missouri
$212K +$201K +3,004 New
WIA
1049
Westbourne Investment Advisors
Maryland
$211K +$201K +3,000 New
FC
1050
Fulcrum Capital
Washington
$211K +$201K +3,000 New
40 41
42
43 44