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Name Holding Trade Value Shares
Change
Change in
Stake
STB
1251
S&T Bank
Pennsylvania
$159K +$146K +1,500 New
CF
1252
Centaurus Financial
California
$159K +$19.5K +200 +15%
HIP
1253
HUB Investment Partners
Texas
$155K +$142K +1,455 New
MME
1254
Meag Munich Ergo
Germany
$150K
TIM
1255
Tortoise Investment Management
New York
$149K
AW
1256
Avion Wealth
Texas
$149K
RAM
1257
Ramirez Asset Management
New York
$149K
HI
1258
Hoey Investments
Pennsylvania
$148K +$135K +1,390 New
JSAM
1259
J. Safra Asset Management
New York
$147K +$134K +1,376 New
PIS
1260
POM Investment Strategies
North Carolina
$147K
ADL
1261
Asset Dedication LLC
California
$146K -$92.2K -948 -41%
PCWA
1262
Pacific Capital Wealth Advisors
California
$146K -$875 -9 -0.7%
CFO
1263
CVA Family Office
Colorado
$139K -$4.86K -50 -4%
BONH
1264
Bank of New Hampshire
New Hampshire
$138K
RA
1265
Rise Advisors
New York
$138K -$25.4K -261 -17%
HWA
1266
HHM Wealth Advisors
Tennessee
$137K +$2.43K +25 +2%
Daiwa Securities Group
1267
Daiwa Securities Group
Japan
$135K -$94.8K -975 -43%
JWA
1268
JFS Wealth Advisors
Pennsylvania
$133K +$19K +195 +18%
GG
1269
Gleason Group
Kentucky
$132K -$30.2K -310 -20%
WTA
1270
Washington Trust Advisors
Massachusetts
$131K -$30K -308 -20%
PWA
1271
Physician Wealth Advisors
Utah
$131K +$120K +1,233 New
PMFA
1272
Plante Moran Financial Advisors
Michigan
$128K
P8IP
1273
Pier 88 Investment Partners
California
$128K +$117K +1,200 New
RS
1274
R Squared
Hong Kong
$128K +$117K +1,200 New
VAG
1275
VisionPoint Advisory Group
Texas
$124K +$112K +1,150 New