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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$144K -$5.92K -163 -3%
CA
802
Clearstead Advisors
Ohio
$139K -$405K -11,153 -69%
HPBT
803
Hickory Point Bank & Trust
Illinois
$137K +$1.81K +50 +1%
CF
804
Centaurus Financial
California
$133K -$12.7K -351 -7%
EPAM
805
Euro Pacific Asset Management
Puerto Rico
$133K – – –
TCM
806
Triumph Capital Management
Colorado
$130K -$14.2K -390 -8%
OAM
807
Ostrum Asset Management
France
$127K – – –
VEA
808
Virtus ETF Advisers
New York
$126K +$167K +4,600 New
TWIM
809
TIAA Wealth Investment Management
New York
$120K +$31.7K +874 +25%
CHC
810
City Holding Co
West Virginia
$120K +$31.1K +857 +24%
TCOT
811
Trust Company of Toledo
Ohio
$119K +$5.66K +156 +4%
TPCW
812
TD Private Client Wealth
New York
$117K -$59K -1,627 -28%
QL
813
Quarry LP
New York
$117K +$106K +2,930 +220%
TWD
814
True Wealth Design
Ohio
$116K +$53K +1,459 +52%
CFO
815
CVA Family Office
Colorado
$116K -$1.16K -32 -0.7%
PNC
816
Park National Corp
Ohio
$114K -$5.26K -145 -3%
ECM
817
Estabrook Capital Management
New York
$114K +$10.9K +300 +8%
CFM
818
Compass Financial Management
Florida
$112K +$149K +4,101 New
HFG
819
Harborfront Financial Group
Michigan
$112K +$149K +4,093 New
CFB
820
Cullen/Frost Bankers
Texas
$111K +$98.1K +2,702 +201%
ITG
821
Index Technologies Group
New York
$108K -$153K -4,218 -52%
ZBNA
822
Zions Bancorporation, National Association
Utah
$108K +$3.77K +104 +3%
ST
823
Smithfield Trust
Pennsylvania
$107K – – –
NS
824
NBC Securities
Alabama
$103K -$8.86K -244 -6%
Bank Julius Baer & Co
825
Bank Julius Baer & Co
Switzerland
$103K -$290 -8 -0.2%