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LYV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$134K +$3.79K +24 +3%
SAM
627
Shell Asset Management
Netherlands
$133K -$14.2K -90 -10%
HPC
628
HM Payson & Co
Maine
$131K -$3.32K -21 -3%
LWA
629
Lowe Wealth Advisors
Maryland
$131K – – –
CFP
630
Comprehensive Financial Planning
Pennsylvania
$129K – – –
ZBNA
631
Zions Bancorporation, National Association
Utah
$118K +$80.6K +510 +237%
WPWM
632
Western Pacific Wealth Management
Illinois
$117K -$14.5K -92 -11%
SAM
633
Smartleaf Asset Management
Massachusetts
$116K +$50.1K +317 +82%
CFD
634
Creative Financial Designs
Indiana
$115K – – –
PE
635
Point72 Europe
United Kingdom
$114K +$110K +697 New
PHK
636
Point72 Hong Kong
Hong Kong
$114K +$110K +696 New
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$112K +$7.74K +49 +8%
UB
638
UMB Bank
Missouri
$108K +$3.79K +24 +4%
MHR
639
Matthew Hamilton Rosenberg
$102K +$80.9K +512 +449%
WBC
640
Westpac Banking Corp
Australia
$99.2K -$113K -713 -54%
FHC
641
First Horizon Corporation
Tennessee
$98.9K +$95.6K +605 New
SWA
642
SOA Wealth Advisors
New York
$94.5K +$41.1K +260 +8%
TFGT
643
TS Financial Group (TSFG)
Illinois
$82K – – –
WB
644
Webster Bank
Connecticut
$81.7K – – –
TCA
645
Trifecta Capital Advisors
Illinois
$77K – – –
AF
646
Allworth Financial
California
$76.5K +$3.16K +20 +4%
GKIM
647
GW&K Investment Management
Massachusetts
$76K +$13.4K +85 +22%
CH
648
Cromwell Holdings
Wyoming
$75K – – –
IBOK
649
Independence Bank of Kentucky
Kentucky
$73.5K +$7.11K +45 +11%
HWM
650
Hemington Wealth Management
Virginia
$70K +$2.21K +14 +3%
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26
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