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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
601
Wilmington Savings Fund Society
Delaware
$67.2K +$2.76K +12 +4%
ZBNA
602
Zions Bancorporation, National Association
Utah
$67K +$1.61K +7 +2%
DB
603
Danske Bank
Denmark
$64.4K
QL
604
Quarry LP
New York
$61.7K +$32.6K +142 +113%
MWPCG
605
Measured Wealth Private Client Group
New Hampshire
$61K -$2.53K -11 -4%
VCM
606
Versant Capital Management
Arizona
$60.3K -$59.3K -258 -50%
CLOS
607
Compagnie Lombard Odier SCmA
Switzerland
$59.8K
CI
608
CX Institutional
Indiana
$55K +$23.7K +103 +76%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$55K +$6.43K +28 +13%
AssetMark Inc
610
AssetMark Inc
California
$51.1K -$6.43K -28 -11%
CIAM
611
Caitong International Asset Management
Hong Kong
$46K -$53.5K -233 -54%
RF
612
Rossby Financial
Florida
$43K -$33.3K -145 -44%
UFF
613
USA Financial Formulas
Michigan
$43K +$42.9K +187 New
OCWP
614
Owl Creek Wealth Partners
Colorado
$42.6K +$9.19K +40 +28%
SS
615
SBI Securities
Japan
$41.4K -$14.5K -63 -26%
PTC
616
Private Trust Company
Ohio
$39.8K -$7.12K -31 -15%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$39.6K
HFS
618
Horizon Financial Services
North Carolina
$39.6K +$16.1K +70 +69%
TSMHT
619
Thurston Springer Miller Herd & Titak
Indiana
$38.4K +$7.35K +32 +24%
UBP
620
Union Bancaire Privee
Switzerland
$38.3K +$41.8K +182 New
MA
621
Montag & Associates
Georgia
$37.5K
WG
622
Wellington Group
Indiana
$35.6K
CVM
623
Cheviot Value Management
California
$34.7K +$23K +100 +196%
HNB
624
Hilltop National Bank
Wyoming
$34.5K
EWP
625
Elevation Wealth Partners
California
$32.9K -$5.28K -23 -14%