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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1026
1620 Investment Advisors
Massachusetts
$165K -$83.6K -164 -33%
EI
1027
EFG International
$163K +$22.9K +45 +16%
WT
1028
Whittier Trust
California
$161K +$6.63K +13 +4%
BWA
1029
Basecamp Wealth Advisors
Washington
$159K +$510 +1 +0.3%
CFB
1030
Cullen/Frost Bankers
Texas
$157K +$46.4K +91 +40%
AIM
1031
Ausbil Investment Management
Australia
$150K -$150K -295 -48%
HNB
1032
Hilltop National Bank
Wyoming
$148K +$47.4K +93 +45%
TFIPS
1033
Towarzystwo Funduszy Inwestycyjnych PZU SA
$146K +$32.1K +63 +27%
FPF
1034
First Pacific Financial
Washington
$137K +$13.3K +26 +10%
GWP
1035
Gen-Wealth Partners
Michigan
$133K – – –
WIM
1036
Westside Investment Management
California
$132K +$107K +210 +350%
SR
1037
Swiss Re
Switzerland
$124K +$107K +210 +488%
SIA
1038
Strategic Investment Advisors
Michigan
$124K +$129K +253 New
EP
1039
Evelyn Partners
$123K +$127K +250 New
EDRH
1040
Edmond de Rothschild Holding
Switzerland
$121K +$126K +247 New
PWM
1041
Positano Wealth Management
$121K – – –
HIIFS
1042
Harel Insurance Investments & Financial Services
Israel
$119K -$21.4K -42 -15%
TF
1043
Tompkins Financial
New York
$109K +$7.14K +14 +7%
MIFH
1044
Migdal Insurance & Financial Holdings
Israel
$109K -$17.2M -33,778 -99%
TWIM
1045
TIAA Wealth Investment Management
New York
$105K +$110K +216 New
DJSG
1046
D.J. St. Germain
Massachusetts
$104K – – –
TCM
1047
Triumph Capital Management
Colorado
$101K +$13.8K +27 +15%
GCM
1048
Graham Capital Management
Connecticut
$98.6K +$102K +201 New
CFO
1049
CVA Family Office
Colorado
$93.2K +$16.8K +33 +21%
JFA
1050
JNBA Financial Advisors
Minnesota
$92.7K -$96.4K -189 -50%