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Name Holding Trade Value Shares
Change
Change in
Stake
CB
901
Community Bank
New York
$36K – – –
PCTC
902
Perkins Coie Trust Company
Washington
$36K – – –
HCM
903
Highlander Capital Management
New Jersey
$35K – – –
AWM
904
Avior Wealth Management
Nebraska
$34K – – –
WAP
905
Wealthcare Advisory Partners
Pennsylvania
$32K – – –
W
906
WealthOne
New York
$32K +$33.2K +213 New
ECM
907
Estabrook Capital Management
New York
$28.5K – – –
AIA
908
Alera Investment Advisors
Illinois
$28K +$28.5K +183 New
BCM
909
Blume Capital Management
California
$27K -$11.7K -75 -30%
RA
910
Rational Advisors
New York
$27K +$3.43K +22 +15%
PWMG
911
Prestige Wealth Management Group
New Jersey
$27K +$27.3K +175 New
SP
912
Symmetry Partners
Connecticut
$27K +$27.4K +176 New
AQA
913
Alpha Quant Advisors
Texas
$26K +$25.9K +166 New
MAM
914
Meeder Asset Management
Ohio
$26K +$26.6K +171 New
FTI
915
Fiduciary Trust International
Massachusetts
$25K +$24.9K +160 New
CTB
916
Country Trust Bank
Illinois
$23K – – –
DOA
917
D'Orazio & Associates
Virginia
$22K +$22.4K +144 New
MOS
918
MGO One Seven
Ohio
$22K +$22.4K +144 New
LJHT
919
Laurie J. Hall Trustee
$21K – – –
TI
920
Truehand Inc
New Hampshire
$20K +$20.3K +130 New
RWA
921
Ropes Wealth Advisors
Massachusetts
$19K – – –
YWP
922
YorkBridge Wealth Partners
New York
$19K – – –
OSNBOA
923
Old Second National Bank of Aurora
Illinois
$18K – – –
WTC
924
WhitTier Trust Company
Nevada
$18K – – –
SMFS
925
Squar Milner Financial Services
California
$17K – – –