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MSB

Mesabi Trust

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$499K +$502K +18,338 New
OCPWS
27
One Charles Private Wealth Services
Massachusetts
$497K +$4.32K +158 +0.9%
Wells Fargo
28
Wells Fargo
California
$468K +$88.5K +3,234 +23%
AWM
29
Apollon Wealth Management
South Carolina
$436K +$22.7K +831 +5%
LPL Financial
30
LPL Financial
California
$426K +$80.2K +2,932 +23%
EFS
31
Essex Financial Services
Connecticut
$388K +$56.2K +2,055 +17%
Raymond James Financial
32
Raymond James Financial
Florida
$377K -$166K -6,053 -30%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$357K +$359K +13,128 New
AWA
34
Acorn Wealth Advisors
Michigan
$299K
GCP
35
GSA Capital Partners
United Kingdom
$297K +$298K +10,902 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$272K +$410 +15 +0.2%
ETC
37
Exchange Traded Concepts
Oklahoma
$251K +$252K +9,218 New
AWP
38
Atlas Wealth Partners
Pennsylvania
$217K +$22.7K +830 +11%
HBCM
39
Heron Bay Capital Management
Michigan
$209K +$11.5K +422 +6%
Ameriprise
40
Ameriprise
Minnesota
$206K +$7.63K +279 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$201K
MCM
42
MAI Capital Management
Ohio
$119K +$15.3K +561 +15%
ACM
43
Aster Capital Management
United Arab Emirates
$55.8K +$55K +2,010 New
MCM
44
Manchester Capital Management
Vermont
$49.3K
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$44K +$45.1K +1,648 New
MWA
46
Medallion Wealth Advisors
Connecticut
$33.8K
NA
47
NewEdge Advisors
Louisiana
$27.9K +$3.86K +141 +16%
MSFP
48
Mark Sheptoff Financial Planning
Connecticut
$27.2K
QC
49
Quent Capital
New York
$25.6K -$126K -4,609 -83%
FFA
50
Farther Finance Advisors
California
$22.9K