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Mesabi Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$226K -$25.4K -975 -10%
BWM
27
BerganKDV Wealth Management
Minnesota
$226K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$209K -$1.44M -55,451 -87%
AWA
29
Acorn Wealth Advisors
Michigan
$208K – – –
PTC
30
Private Trust Company
Ohio
$159K +$169K +6,500 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$122K +$130K +4,989 New
SOW
32
State of Wyoming
Wyoming
$109K +$86.6K +3,330 +299%
Victory Capital Management
33
Victory Capital Management
Texas
$94K +$8.19K +315 +9%
APA
34
American Portfolios Advisors
New York
$87.8K +$1.82K +70 +2%
CA
35
CoreCap Advisors
Michigan
$41K +$43.6K +1,675 New
SWM
36
Selective Wealth Management
Virginia
$32K +$26K +1,000 +333%
MSFP
37
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
SCA
38
Stonebridge Capital Advisors
Minnesota
$25K – – –
PFS
39
Prospera Financial Services
Texas
$23K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$16K – – –
TSWM
41
Tyler-Stone Wealth Management
Ohio
$16K – – –
Bessemer Group
42
Bessemer Group
New Jersey
$15K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$15K – – –
M
44
MOTCO
Texas
$12K – – –
IA
45
IFP Advisors
Florida
$11K – – –
SWM
46
Spire Wealth Management
Virginia
$9K – – –
FMP
47
Financial Management Professionals
Texas
$9K +$312 +12 +3%
HIM
48
Hillsdale Investment Management
Ontario, Canada
$8K -$16.6K -640 -67%
EWA
49
EverSource Wealth Advisors
Alabama
$8K – – –
Simplex Trading
50
Simplex Trading
Illinois
$3K -$38.6K -1,483 -90%