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Name Holding Trade Value Shares
Change
Change in
Stake
STB
2101
S&T Bank
Pennsylvania
$52.7K +$11.1K +117 +25%
EPIME
2102
Evelyn Partners Investment Management (Europe)
$52K
BMC
2103
Bear Mountain Capital
Washington
$51.2K -$14.3K -151 -23%
SAM
2104
Sherman Asset Management
California
$51.2K -$149K -1,577 -73%
TF
2105
Tompkins Financial
New York
$50.9K +$30K +317 +126%
FC
2106
Financial Consulate
Maryland
$50.8K +$1.8K +19 +3%
MWM
2107
Mosley Wealth Management
California
$50.5K +$56.5K +597 New
FGA
2108
Fortis Group Advisors
New Jersey
$50.2K -$991K -10,471 -95%
GEA
2109
Glen Eagle Advisors
New Jersey
$50.1K -$1.04K -11 -2%
GGI
2110
Godsey & Gibb Inc
Virginia
$49.3K -$3.78K -40 -7%
PWAM
2111
Private Wealth Asset Management
Iowa
$48.6K -$8.32K -88 -14%
OW
2112
Olistico Wealth
Oklahoma
$46.6K -$2.84K -30 -5%
BFS
2113
Beacon Financial Strategies
North Carolina
$46.6K
RTC
2114
Riverview Trust Company
Washington
$46.2K
EWP
2115
Elevation Wealth Partners
California
$46.1K +$4.07K +43 +9%
MAM
2116
Meeder Asset Management
Ohio
$45.1K +$22.4K +237 +89%
TC
2117
Trust Company
Kansas
$45K +$25.8K +273 +119%
CH
2118
CDKV Holdings
Colorado
$44.8K
TFG
2119
Team Financial Group
California
$44.8K
Bank Julius Baer & Co
2120
Bank Julius Baer & Co
Switzerland
$44.3K -$12.8M -134,868 -100%
MFC
2121
Mechanics Financial Corp
Ohio
$44K -$7.57K -80 -14%
PMFA
2122
Plante Moran Financial Advisors
Michigan
$43.5K -$97.2K -1,028 -68%
CFSG
2123
Community Financial Services Group
Vermont
$43.4K +$45.4K +480 New
CFD
2124
Creative Financial Designs
Indiana
$42.1K +$5.77K +61 +15%
BAM
2125
Byrne Asset Management
New Jersey
$42.1K -$18.4K -195 -29%