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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1276
Legacy Private Trust
Wisconsin
$679K -$69.6K -1,530 -9%
CBT
1277
Central Bank & Trust
Kentucky
$676K -$4.09K -90 -0.6%
PAWC
1278
P.A.W. Capital
Connecticut
$675K -$45.5K -1,000 -6%
IR
1279
IAT Reinsurance
New York
$675K
CAW
1280
Cornerstone Advisors (Washington)
Washington
$674K
JMFC
1281
J.M. Forbes & Co
Massachusetts
$673K
BAM
1282
Belpointe Asset Management
Nevada
$671K +$679K +14,917 New
GVT
1283
Genesee Valley Trust
New York
$670K
RFA
1284
Reilly Financial Advisors
California
$668K -$546 -12 -0.1%
ST
1285
Sentinel Trust
Texas
$664K
SGAM
1286
Steinberg Global Asset Management
Florida
$663K +$140K +3,068 +26%
BPCE
1287
Bank Pictet & Cie (Europe)
Germany
$661K -$9.1K -200 -1%
CCM
1288
Catawba Capital Management
Virginia
$659K
SIAP
1289
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$658K -$3.46K -76 -0.5%
PMFA
1290
Plante Moran Financial Advisors
Michigan
$658K -$2K -44 -0.3%
FNBTCON
1291
First National Bank & Trust Co of Newtown
Pennsylvania
$658K
CRC
1292
Curi RMB Capital
Illinois
$656K +$2.64K +58 +0.4%
IDBONY
1293
Israel Discount Bank of New York
New York
$654K -$37.1K -815 -5%
FPS
1294
Fieldpoint Private Securities
Connecticut
$653K +$660K +14,503 New
RWP
1295
RWA Wealth Partners
Massachusetts
$651K +$320K +7,029 +94%
HCM
1296
Hodges Capital Management
Texas
$650K -$36.3K -799 -5%
NDSI
1297
Newman Dignan & Sheerar Inc
Rhode Island
$650K
HW
1298
Hancock Whitney
Mississippi
$647K -$7.28K -160 -1%
WSC
1299
Wellington Shields & Co
New York
$646K -$9.1K -200 -1%
DA
1300
Doliver Advisors
Texas
$631K -$77.9K -1,712 -11%