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Name Holding Trade Value Shares
Change
Change in
Stake
SC
826
Summa Corp
Texas
$201K
DZ Bank
827
DZ Bank
Germany
$200K -$121K -214 -37%
MUMSS
828
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$40.6K -72 -17%
HI
829
Harbour Investments
Wisconsin
$178K +$14.7K +26 +9%
BDL
830
Banque de Luxembourg
Luxembourg
$162K
WT
831
Whittier Trust
California
$160K -$3.95K -7 -2%
PWPS
832
Pinnacle Wealth Planning Services
Ohio
$156K +$1.69K +3 +1%
RF
833
Rossby Financial
Florida
$155K +$77.8K +138 +91%
MMCM
834
Murphy & Mullick Capital Management
New York
$155K -$3.95K -7 -2%
CFO
835
CVA Family Office
Colorado
$141K +$7.89K +14 +6%
MPWT
836
MassMutual Private Wealth & Trust
Connecticut
$139K -$29.3K -52 -17%
GGI
837
Godsey & Gibb Inc
Virginia
$135K
MIM
838
Meridiem Investment Management
United Kingdom
$132K
CYG
839
Clean Yield Group
Vermont
$132K
AGWCA
840
Annis Gardner Whiting Capital Advisors
Florida
$132K +$14.7K +26 +12%
KFAS
841
Keating Financial Advisory Services
Kansas
$131K -$6.2K -11 -4%
CH
842
Cromwell Holdings
Wyoming
$129K +$1.13K +2 +0.8%
CB
843
CNB Bank
Pennsylvania
$123K -$5.64K -10 -4%
PFBT
844
Parkside Financial Bank & Trust
Missouri
$120K +$5.64K +10 +5%
RFP
845
Root Financial Partners
California
$119K +$91.9K +163 +286%
CIAM
846
Caitong International Asset Management
Hong Kong
$117K +$122K +217 New
FC
847
Financial Consulate
Maryland
$113K -$46.8K -83 -28%
UB
848
UMB Bank
Missouri
$112K +$2.26K +4 +2%
OL
849
OneFund LLC
Florida
$110K -$12.4K -22 -10%
ISWM
850
Intesa Sanpaolo Wealth Management
$108K