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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
726
Interchange Capital Partners
Pennsylvania
$205K +$216K +769 New
CFB
727
Cullen/Frost Bankers
Texas
$204K +$77.6K +276 +57%
TCA
728
Transcend Capital Advisors
New Jersey
$204K -$18.3K -65 -8%
EFG
729
Everhart Financial Group
Ohio
$204K +$215K +763 New
ML
730
Mayport LLC
Massachusetts
$203K -$9.56K -34 -4%
BIM
731
Brentview Investment Management
Illinois
$202K – – –
BGC
732
Beutel, Goodman & Co
Ontario, Canada
$200K – – –
BCM
733
Berbice Capital Management
New York
$187K +$42.2K +150 +27%
SWM
734
Spire Wealth Management
Virginia
$186K -$774K -2,752 -80%
OWP
735
ORG Wealth Partners
Texas
$184K +$187K +666 +3,171%
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$180K +$66.1K +235 +54%
CCM
737
Cloud Capital Management
Washington
$165K +$174K +618 New
GBT
738
Grove Bank & Trust
Florida
$158K -$25.3K -90 -13%
RIL
739
Rothschild Investment LLC
Illinois
$158K +$55.1K +196 +49%
ST
740
Smithfield Trust
Pennsylvania
$149K – – –
CIAM
741
Caitong International Asset Management
Hong Kong
$147K +$154K +549 New
HBW
742
Hazlett, Burt & Watson
West Virginia
$145K – – –
PFBT
743
Parkside Financial Bank & Trust
Missouri
$137K -$45.3K -161 -24%
WIM
744
Westside Investment Management
California
$136K +$70.6K +251 +100%
CSP
745
Cary Street Partners
Virginia
$130K -$59.6K -212 -30%
EB
746
Eastern Bank
Massachusetts
$130K +$15.2K +54 +13%
FFO
747
Fortitude Family Office
Arizona
$127K – – –
HI
748
Harbour Investments
Wisconsin
$127K +$19.1K +68 +17%
PB
749
Pinnacle Bancorp
Nebraska
$125K +$4.5K +16 +4%
SGK
750
Steigerwald Gordon & Koch
Virginia
$124K +$131K +465 New
28 29
30
31 32