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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1626
Global Financial Private Client
Florida
$652K +$54.6K +249 +11%
CB
1627
Community Bank
New York
$652K – – –
KFS
1628
Kaizen Financial Strategies
California
$651K +$2.41K +11 +0.4%
IIM
1629
Ironwood Investment Management
Massachusetts
$650K -$17.8K -81 -3%
LA
1630
Lifeworks Advisors
Michigan
$650K -$1.98K -9 -0.4%
ZBNA
1631
Zions Bancorporation, National Association
Utah
$650K -$81.8K -373 -13%
MP
1632
McDonald Partners
Ohio
$645K +$1.54K +7 +0.3%
JC
1633
JB Capital
Connecticut
$644K +$5.71K +26 +1%
OWP
1634
Obermeyer Wealth Partners
Colorado
$644K +$878 +4 +0.2%
MBTD
1635
Mechanics Bank - Trust Department
California
$643K -$307K -1,399 -36%
CNBT
1636
Cornerstone National Bank & Trust
Illinois
$643K – – –
WC
1637
Westhampton Capital
North Carolina
$643K – – –
IAS
1638
Insigneo Advisory Services
Florida
$642K -$158K -721 -22%
WDA
1639
Wendell David Associates
New Hampshire
$640K – – –
BE
1640
Bonness Enterprises
District of Columbia
$639K – – –
PSB
1641
Piscataqua Savings Bank
New Hampshire
$637K -$3.73K -17 -0.7%
AW
1642
Alteri Wealth
California
$637K +$19.5K +89 +4%
NCTC
1643
New Covenant Trust Company
Indiana
$636K -$12.1K -55 -2%
GWM
1644
Greenwich Wealth Management
Connecticut
$636K – – –
SP
1645
Symmetry Partners
Connecticut
$633K +$313K +1,425 +138%
DE
1646
Diversified Enterprises
Delaware
$633K +$26.1K +119 +5%
SFG
1647
Sovereign Financial Group
Connecticut
$630K -$54.4K -248 -9%
FFG
1648
Fortress Financial Group
Minnesota
$629K +$878 +4 +0.2%
VT
1649
Volterra Technologies
New York
$628K +$535K +2,438 New
HIIFS
1650
Harel Insurance Investments & Financial Services
Israel
$627K -$196K -893 -27%
64 65
66
67 68