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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
801
Trust Company of Vermont
Vermont
$148K +$141K +317 New
CG
802
Cutler Group
California
$143K -$484K -1,088 -78%
GG
803
Gleason Group
Kentucky
$141K
PFBT
804
Parkside Financial Bank & Trust
Missouri
$141K +$4K +9 +3%
Bank Julius Baer & Co
805
Bank Julius Baer & Co
Switzerland
$140K +$133K +300 New
QC
806
Quent Capital
New York
$139K +$6.23K +14 +5%
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$132K +$445 +1 +0.4%
HPC
808
HM Payson & Co
Maine
$131K
GFPC
809
Global Financial Private Client
Florida
$131K +$9.34K +21 +8%
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K +$1.33K +3 +1%
SSG
811
Summit Securities Group
New York
$124K +$93.9K +211 +398%
BAM
812
Belpointe Asset Management
Nevada
$123K +$117K +263 New
PWMG
813
Prestige Wealth Management Group
New Jersey
$121K +$96.6K +217 +517%
ST
814
Smithfield Trust
Pennsylvania
$120K
AF
815
Allworth Financial
California
$119K +$11.1K +25 +11%
CP
816
Castleview Partners
Texas
$119K +$324K +729 +2,916%
GWS
817
Glassman Wealth Services
Virginia
$116K +$2.67K +6 +2%
EL
818
EMFO LLC
Florida
$112K
CFGS
819
Concourse Financial Group Securities
Alabama
$111K +$3.56K +8 +3%
ZIG
820
Zullo Investment Group
Pennsylvania
$111K +$5.34K +12 +5%
CT
821
Cambridge Trust
Massachusetts
$110K -$9.34K -21 -8%
CTC
822
Central Trust Company
Missouri
$110K
TWA
823
TCI Wealth Advisors
Arizona
$108K +$890 +2 +0.9%
CFO
824
CVA Family Office
Colorado
$103K +$11.1K +25 +13%
SOW
825
State of Wyoming
Wyoming
$101K +$20.9K +47 +28%