Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Versant Capital Management
Arizona
$65.2K +$30.4K +4 +80%
UB
602
UMB Bank
Missouri
$65.2K -$7.61K -1 -10%
PFBT
603
Parkside Financial Bank & Trust
Missouri
$58K +$45.6K +6 +300%
ECM
604
Estabrook Capital Management
New York
$58K – – –
CAL
605
Capital Analysts LLC
Pennsylvania
$51K -$68.4K -9 -56%
CH
606
Cromwell Holdings
Wyoming
$50.7K -$7.61K -1 -13%
FC
607
Franchise Capital
Cayman Islands
$50.7K +$53.2K +7 New
WTC
608
WhitTier Trust Company
Nevada
$50.7K – – –
AF
609
Allworth Financial
California
$50.2K – – –
HWM
610
Hemington Wealth Management
Virginia
$50K – – –
SIM
611
Sentry Investment Management
Wisconsin
$49K -$15.2K -2 -22%
WSFS
612
Wilmington Savings Fund Society
Delaware
$43.5K -$15.2K -2 -25%
TCPG
613
Trivant Custom Portfolio Group
California
$43.5K – – –
PMFA
614
Plante Moran Financial Advisors
Michigan
$43.5K +$45.6K +6 New
ZBNA
615
Zions Bancorporation, National Association
Utah
$43.5K +$45.6K +6 New
HNB
616
Huntington National Bank
Ohio
$43.5K – – –
FFA
617
Farther Finance Advisors
California
$43.3K – – –
C
618
Covestor
United Kingdom
$43K +$7.61K +1 +20%
CI
619
CX Institutional
Indiana
$43K +$45.6K +6 New
EWA
620
EverSource Wealth Advisors
Alabama
$36.2K – – –
PTC
621
Private Trust Company
Ohio
$36.2K – – –
SPIA
622
Steward Partners Investment Advisory
New York
$36.2K – – –
RI
623
Ridgewood Investments
New Jersey
$36.2K +$22.8K +3 +150%
SC
624
SouthState Corp
Florida
$36.2K +$38K +5 New
FNWM
625
Financial Network Wealth Management
Utah
$36K +$38K +5 New