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Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1101
Bangor Savings Bank
Maine
$155K – – –
VT
1102
Volterra Technologies
New York
$155K +$43.1K +12 +35%
BCWM
1103
Bartlett & Co Wealth Management
Ohio
$150K +$7.18K +2 +5%
BC
1104
Bayforest Capital
United Kingdom
$149K -$208K -58 -57%
MHR
1105
Matthew Hamilton Rosenberg
$149K – – –
GBT
1106
Grove Bank & Trust
Florida
$149K +$3.59K +1 +2%
CSPIA
1107
Cary Street Partners Investment Advisory
Virginia
$145K +$14.4K +4 +10%
HIIFS
1108
Harel Insurance Investments & Financial Services
Israel
$145K -$413K -115 -73%
ST
1109
Smithfield Trust
Pennsylvania
$145K – – –
LSA
1110
Leonteq Securities AG
Switzerland
$128K -$481K -134 -78%
KFAS
1111
Keating Financial Advisory Services
Kansas
$128K -$10.8K -3 -7%
AEPWM
1112
Atlantic Edge Private Wealth Management
Florida
$128K – – –
CA
1113
Centerpoint Advisors
Massachusetts
$128K – – –
C
1114
Covestor
United Kingdom
$127K -$75.4K -21 -36%
EB
1115
Eastern Bank
Massachusetts
$122K -$68.2K -19 -35%
PTC
1116
Private Trust Company
Ohio
$108K – – –
SS
1117
SBI Securities
Japan
$108K +$3.59K +1 +3%
GIA
1118
GHP Investment Advisors
Colorado
$108K +$93.3K +26 +433%
OCWP
1119
Owl Creek Wealth Partners
Colorado
$105K +$111K +31 New
WTC
1120
WhitTier Trust Company
Nevada
$103K – – –
BTI
1121
Blue Trust Inc
Georgia
$101K -$140K -39 -57%
GWM
1122
Geneos Wealth Management
Colorado
$101K -$28.7K -8 -21%
SWM
1123
Spire Wealth Management
Virginia
$101K -$10.8K -3 -9%
WIM
1124
Westside Investment Management
California
$95.2K – – –
ZBNA
1125
Zions Bancorporation, National Association
Utah
$94.6K -$161K -45 -62%
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45
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