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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1701
City State Bank
Iowa
$94.9K – – –
AWA
1702
Acumen Wealth Advisors
Tennessee
$94.3K – – –
JEST
1703
JTC Employer Solutions Trustee
Jersey
$94K – – –
AT
1704
Avalon Trust
New Mexico
$93.9K – – –
EI
1705
EFG International
$92.1K +$40K +110 +60%
NRG
1706
Nemes Rush Group
Michigan
$87.5K – – –
C
1707
Covestor
United Kingdom
$87K -$34.5K -95 -26%
Loomis, Sayles & Company
1708
Loomis, Sayles & Company
Massachusetts
$85.8K -$5.45K -15 -5%
BC
1709
Barrett & Company
Rhode Island
$83.4K +$363 +1 +0.4%
LSA
1710
Leonteq Securities AG
Switzerland
$82K +$95.2K +262 New
1CP
1711
1015 Capital Partners
Pennsylvania
$81.7K -$363 -1 -0.4%
PWA
1712
Physician Wealth Advisors
Utah
$81.4K +$2.18K +6 +2%
AT
1713
Arlington Trust
Alabama
$79.5K – – –
FFO
1714
Fortitude Family Office
Arizona
$79.2K +$49.8K +137 +118%
PWAM
1715
Private Wealth Asset Management
Iowa
$78.9K +$15.3K +42 +20%
VFM
1716
Vision Financial Markets
Connecticut
$78.5K – – –
PMFA
1717
Plante Moran Financial Advisors
Michigan
$78.3K -$23.6K -65 -21%
Vanguard National Trust
1718
Vanguard National Trust
Pennsylvania
$77K +$32K +88 +56%
PCTC
1719
Perkins Coie Trust Company
Washington
$76.7K – – –
RTC
1720
Riverview Trust Company
Washington
$73.3K – – –
CTB
1721
Country Trust Bank
Illinois
$72K – – –
GA
1722
GFS Advisors
Texas
$71.6K -$7.04M -19,365 -22%
KA
1723
Kozak & Associates
Colorado
$71.5K – – –
CCMR
1724
Core Capital Management & Research
Texas
$71.5K +$77.8K +214 New
TFA
1725
Toth Financial Advisory
Virginia
$70.1K -$7.63K -21 -9%