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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
926
IHT Wealth Management
Illinois
$205K +$153K +1,263 New
TW
927
Tempo Wealth
Ohio
$203K +$152K +1,255 New
VanEck Associates
928
VanEck Associates
New York
$203K +$152K +1,251 New
CFB
929
Cullen/Frost Bankers
Texas
$201K -$66.6K -549 -31%
BMCM
930
Bryn Mawr Capital Management
Pennsylvania
$201K +$151K +1,242 New
EF
931
Entrust Financial
Pennsylvania
$194K
CF
932
Centaurus Financial
California
$194K +$146K +1,200 New
TCOT
933
Trust Company of Toledo
Ohio
$185K
BGAI
934
Bruce G. Allen Investments
Colorado
$184K -$71.8K -592 -34%
RC
935
Rexford Capital
Texas
$184K
VCM
936
Versant Capital Management
Arizona
$182K +$77.1K +636 +131%
AAG
937
Armstrong Advisory Group
Massachusetts
$180K +$121K +1,000 +917%
TWIM
938
TIAA Wealth Investment Management
New York
$162K +$123K +1,015 New
PB
939
Pinnacle Bancorp
Nebraska
$161K +$16K +132 +15%
OL
940
OneFund LLC
Florida
$160K +$120K +990 New
WB
941
Webster Bank
Connecticut
$157K
MSWA
942
Marshall & Sterling Wealth Advisors
New York
$146K
CSPIA
943
Cary Street Partners Investment Advisory
Virginia
$143K +$107K +883 New
M
944
MOTCO
Texas
$139K +$970 +8 +0.9%
BDPWM
945
Barnes Dennig Private Wealth Management
Ohio
$139K +$104K +856 New
CA
946
Crewe Advisors
Utah
$138K +$103K +850 New
EI
947
EFG International
$114K +$85.3K +703 New
ST
948
Smithfield Trust
Pennsylvania
$113K -$25.3K -209 -23%
MPWT
949
MassMutual Private Wealth & Trust
Connecticut
$111K -$195K -1,610 -70%
DMBA
950
Deseret Mutual Benefit Administrators
Utah
$110K -$37.7K -311 -31%