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Name Holding Trade Value Shares
Change
Change in
Stake
TF
201
TimeScale Financial
Massachusetts
$12K
First Manhattan
202
First Manhattan
New York
$11K -$140K -18,600 -93%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$11K +$3.91K +519 +58%
WTC
204
WhitTier Trust Company
Nevada
$9K
LC
205
Lindbrook Capital
California
$9K +$874 +116 +10%
SWM
206
Spire Wealth Management
Virginia
$9K +$2.64K +350 +40%
CWA
207
Clearview Wealth Advisors
Oregon
$8K
1832 Asset Management
208
1832 Asset Management
Ontario, Canada
$7K
Optiver Holding
209
Optiver Holding
Netherlands
$6K -$20K -2,658 -76%
BBPWM
210
Blue Bell Private Wealth Management
Pennsylvania
$6K
GRP
211
Global Retirement Partners
California
$6K +$7.53K +1,000 New
BCV
212
Banque Cantonale Vaudoise
Switzerland
$4K -$219K -29,100 -98%
CCM
213
Cribstone Capital Management
Maine
$4K
HNB
214
Huntington National Bank
Ohio
$4K
JEST
215
JTC Employer Solutions Trustee
Jersey
$4K
SWM
216
Selective Wealth Management
Virginia
$4K
TF
217
Tompkins Financial
New York
$4K +$3.77K +500 New
SC
218
Stephens Consulting
Michigan
$3.82K -$3.77K -500 -49%
UB
219
UMB Bank
Missouri
$3K -$1.46K -194 -32%
FPS
220
Fieldpoint Private Securities
Connecticut
$3K
OCM
221
Orion Capital Management
California
$3K
TWM
222
Tradition Wealth Management
Minnesota
$3K
WT
223
Whittier Trust
California
$3K
GWS
224
Glassman Wealth Services
Virginia
$3K +$249 +33 +11%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$2K -$84.9K -11,275 -98%