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MSB

Mesabi Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BerganKDV Wealth Management
Minnesota
$167K
UBS Group
27
UBS Group
Switzerland
$121K -$135K -6,816 -50%
SPIA
28
Steward Partners Investment Advisory
New York
$121K -$81.6K -4,117 -38%
PTC
29
Private Trust Company
Ohio
$117K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$100K -$57.5K -2,900 -34%
Simplex Trading
31
Simplex Trading
Illinois
$84K -$27.3K -1,377 -23%
Victory Capital Management
32
Victory Capital Management
Texas
$67.4K -$7.87K -397 -10%
LF
33
Lee Financial
Texas
$30.6K
CA
34
CoreCap Advisors
Michigan
$30.2K +$33.2K +1,675 New
QT
35
Quantbot Technologies
New York
$24.6K +$27.1K +1,365 New
SCA
36
Stonebridge Capital Advisors
Minnesota
$18.9K
MSFP
37
Mark Sheptoff Financial Planning
Connecticut
$18K
Group One Trading
38
Group One Trading
Illinois
$17.6K +$16.1K +811 +483%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$12.1K
TSWM
40
Tyler-Stone Wealth Management
Ohio
$12K
Bessemer Group
41
Bessemer Group
New Jersey
$11K
IA
42
IFP Advisors
Florida
$11K
M
43
MOTCO
Texas
$9.01K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9K -$23.8K -1,199 -70%
BAM
45
Belpointe Asset Management
Nevada
$8.99K +$9.91K +500 New
EWA
46
EverSource Wealth Advisors
Alabama
$6.22K
TRCT
47
Tower Research Capital (TRC)
New York
$2K -$3.87K -195 -62%
FP
48
Financial Perspectives
Minnesota
$1.8K
HI
49
Harbour Investments
Wisconsin
$313
HNB
50
Huntington National Bank
Ohio
$18