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MCHB

Mechanics Bancorp
MCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
SGFG
126
Silver Grove Financial Group
New York
$1.75K +$1.65K +110 New
HCM
127
Hollencrest Capital Management
California
$1.5K – – –
FFO
128
Fortitude Family Office
Arizona
$1.38K – – –
TM
129
Torren Management
California
$990 +$15 +1 +2%
RIL
130
Rothschild Investment LLC
Illinois
$875 +$674 +45 +450%
IPS
131
Investors Portfolio Services
Washington
$795 +$749 +50 New
SS
132
SBI Securities
Japan
$413 +$180 +12 +86%
TWD
133
True Wealth Design
Ohio
$366 – – –
IWC
134
Integrated Wealth Concepts
Massachusetts
$176 +$165 +11 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$175 – – –
EP
136
Essential Partners
California
$127 -$150 -10 -56%
HFS
137
Hughes Financial Services
Virginia
$95 +$45 +3 +100%
CA
138
Clearstead Advisors
Ohio
$64 +$60 +4 New
WETS
139
Wealth Enhancement Trust Services
South Dakota
$32 +$30 +2 New
HNB
140
Huntington National Bank
Ohio
$16 – – –
APFP
141
Action Point Financial Planning
Michigan
$16 +$15 +1 New
KFAS
142
Keating Financial Advisory Services
Kansas
$16 +$15 +1 New
TFM
143
TFC Financial Management
Massachusetts
$16 +$15 +1 New
PCM
144
Philosophy Capital Management
California
– -$8.58M -582,001 Closed
PFMOSF
145
Philadelphia Financial Management of San Francisco
California
– -$8.04M -545,321 Closed
SCA
146
Stieven Capital Advisors
Missouri
– -$6.47M -438,635 Closed
MCA
147
Mendon Capital Advisors
Florida
– -$5.13M -347,614 Closed
CRC
148
Curi RMB Capital
Illinois
– -$4.7M -318,769 Closed
GCM
149
Gator Capital Management
Florida
– -$3.75M -254,501 Closed
ACM
150
Aquatic Capital Management
Illinois
– -$612K -41,477 Closed
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