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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1001
ORG Partners
Indiana
$32.3K – – –
SIS
1002
Strategic Investment Solutions
Illinois
$32.3K +$35.2K +106 New
T
1003
Tidemark
California
$31K +$332 +1 +1%
CP
1004
Castleview Partners
Texas
$30.5K – – –
AG
1005
AmeriFlex Group
Nevada
$29.8K +$33.2K +100 New
LWCFA
1006
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.7K – – –
CCMW
1007
Cypress Capital Management (Wyoming)
Wyoming
$28.7K – – –
MCM
1008
MV Capital Management
Maryland
$28.1K +$2.32K +7 +8%
ST
1009
Smithfield Trust
Pennsylvania
$28K – – –
GKIM
1010
GW&K Investment Management
Massachusetts
$27K +$3.65K +11 +14%
QC
1011
Quent Capital
New York
$26.1K +$16.6K +50 +135%
TH
1012
TCTC Holdings
Texas
$25.8K – – –
CA
1013
Crewe Advisors
Utah
$22.5K -$7.96K -24 -24%
AIP
1014
Arrowpoint Investment Partners
Singapore
$21K +$23.2K +70 New
SSB
1015
Sandy Spring Bank
Maryland
$20.4K -$1.66K -5 -7%
LB
1016
Legacy Bridge
Iowa
$20.1K – – –
BCMLT
1017
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.6K – – –
CSPIA
1018
Cary Street Partners Investment Advisory
Virginia
$19.2K -$427K -1,287 -95%
BGAI
1019
Bruce G. Allen Investments
Colorado
$18.3K +$2.65K +8 +15%
RCM
1020
Raleigh Capital Management
North Carolina
$18K -$332 -1 -2%
CBT
1021
CoreFirst Bank & Trust
Kansas
$18K – – –
BC
1022
Bayforest Capital
United Kingdom
$18K +$19.9K +60 New
WBC
1023
West Branch Capital
Massachusetts
$17.1K +$18.9K +57 New
PPC
1024
Park Place Capital
Alabama
$17.1K -$1.99K -6 -10%
GFPC
1025
Global Financial Private Client
Florida
$16.8K – – –
39 40
41
42 43