Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
1126
Sonora Investment Management Group
Arizona
$202K +$186K +402 New
AP
1127
Atwood & Palmer
Missouri
$201K – – –
B
1128
Birchbrook
Maine
$201K – – –
ARG
1129
Advisory Resource Group
Oklahoma
$201K +$185K +400 New
ABLA
1130
Alan B. Lancz & Associates
Ohio
$201K +$185K +400 New
AMIM
1131
Aull & Monroe Investment Management
Alabama
$201K +$185K +400 New
BCM
1132
BTC Capital Management
Iowa
$201K +$185K +400 New
LI
1133
Latash Investments
Alaska
$201K +$185K +400 New
TT
1134
TI-Trust
Illinois
$201K +$185K +400 New
WIA
1135
World Investment Advisors
California
$201K +$185K +400 New
S
1136
SimplyRich
California
$200K +$185K +400 New
LFG
1137
Larson Financial Group
Missouri
$198K +$79.7K +172 +77%
MYIA
1138
Mount Yale Investment Advisors
Colorado
$189K +$175K +377 New
CSP
1139
Cary Street Partners
Virginia
$186K +$1.85K +4 +1%
TPCW
1140
TD Private Client Wealth
New York
$183K -$6.49K -14 -4%
ZBNA
1141
Zions Bancorporation, National Association
Utah
$180K +$75K +162 +83%
MME
1142
Meag Munich Ergo
Germany
$178K -$2.18M -4,701 -93%
CH
1143
Cromwell Holdings
Wyoming
$172K -$59.3K -128 -27%
SC
1144
SouthState Corp
Florida
$168K -$50K -108 -24%
CA
1145
CoreCap Advisors
Michigan
$155K -$13K -28 -8%
CSPIA
1146
Cary Street Partners Investment Advisory
Virginia
$155K +$24.1K +52 +20%
BCM
1147
Berbice Capital Management
New York
$150K – – –
EB
1148
Eastern Bank
Massachusetts
$148K – – –
PTC
1149
Private Trust Company
Ohio
$144K -$72.7K -157 -35%
WA
1150
WPG Advisers
Maryland
$144K -$2.78K -6 -2%