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JBTM

JBT Marel
JBTM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
201
Shine Investment Advisory Services
Colorado
$16K +$3.72K +42 +24%
GWM
202
Geneos Wealth Management
Colorado
$14K – – –
IDBONY
203
Israel Discount Bank of New York
New York
$14K – – –
PRC
204
Pearl River Capital
Michigan
$14K +$17K +192 New
VCM
205
Versant Capital Management
Arizona
$11K -$177 -2 -1%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$11K +$5.76K +65 +72%
JA
207
JOYN Advisors
Georgia
$10K +$3.72K +42 +42%
TWA
208
TCI Wealth Advisors
Arizona
$10K +$12.9K +145 New
IFAM
209
Institutional & Family Asset Management
Colorado
$9K – – –
S
210
SignatureFD
Georgia
$9K +$10.6K +120 New
FCB
211
First Command Bank
Texas
$8K – – –
FCFS
212
First Command Financial Services
Texas
$8K – – –
TNBTD
213
Trustmark National Bank Trust Department
Mississippi
$8K – – –
EI
214
Ellevest Inc
New York
$8K +$9.84K +111 New
CFA
215
Carroll Financial Associates
North Carolina
$6K – – –
SF
216
Synovus Financial
Georgia
$6K – – –
TRCT
217
Tower Research Capital (TRC)
New York
$5K -$30.3K -342 -83%
CHP
218
Cable Hill Partners
Oregon
$5K -$266 -3 -4%
MNBTD
219
Moody National Bank Trust Division
Texas
$5K +$5.58K +63 New
CAM
220
Cresset Asset Management
Illinois
$5K +$6.65K +75 New
APA
221
American Portfolios Advisors
New York
$3.09K – – –
FHA
222
Flagship Harbor Advisors
Massachusetts
$3K -$6.47K -73 -58%
IA
223
IFP Advisors
Florida
$3K – – –
MSA
224
Marino Stram & Associates
Massachusetts
$3K +$4.08K +46 New
RFC
225
Regions Financial Corp
Alabama
$2K -$10.1K -114 -78%
7 8
9
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