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Name Holding Trade Value Shares
Change
Change in
Stake
CI
801
CX Institutional
Indiana
$80K +$7.53K +250 +11%
CA
802
Clearstead Advisors
Ohio
$78K +$3.01K +100 +4%
CG
803
Cutler Group
California
$73K -$1.46M -48,500 -96%
DSC
804
Duncker Streett & Co
Missouri
$73K +$66.6K +2,210 New
KFP
805
KB Financial Partners
New Jersey
$73K +$66.6K +2,210 New
HDIM
806
Hanson & Doremus Investment Management
Vermont
$70K +$15.1K +500 +31%
RFA
807
Reilly Financial Advisors
California
$69K
SFSIG
808
San Francisco Sentry Investment Group
California
$65K
IBOK
809
Independence Bank of Kentucky
Kentucky
$64K
PMFA
810
Plante Moran Financial Advisors
Michigan
$64K
ADIM
811
Alpha DNA Investment Management
Maryland
$56K -$21.4K -710 -29%
PFBT
812
Parkside Financial Bank & Trust
Missouri
$56K +$603 +20 +1%
PCG
813
Private Capital Group
Connecticut
$55K -$301 -10 -0.6%
HI
814
Human Investing
Oregon
$53K -$10.2K -340 -18%
ZB
815
Zions Bancorporation
Utah
$52K -$4.52K -150 -9%
BWM
816
BerganKDV Wealth Management
Minnesota
$52K
FHA
817
First Horizon Advisors
Tennessee
$48K +$2.41K +80 +6%
HPC
818
HM Payson & Co
Maine
$44K
PSB
819
Piscataqua Savings Bank
New Hampshire
$44K +$40.1K +1,330 New
SN
820
Sittner & Nelson
Oregon
$42K
PB
821
Pinnacle Bancorp
Nebraska
$41K
TFIPS
822
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.6K
CFO
823
CVA Family Office
Colorado
$38K +$34.6K +1,150 New
Jones Financial Companies
824
Jones Financial Companies
Missouri
$35K +$31.6K +1,050 New
GI
825
Gradient Investments
Minnesota
$34K -$7.83K -260 -20%